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Our June Report Card

Monday, July 28th, 2014

Bill Gates- “We will always learn more from our biggest critic than we will from our biggest fan.”

Don’t you just love that quote? I think I made it through about 15 pages of Business @ The Speed of Thought before filing it in my library (maybe one of my kids will read it one day). Honestly it was way over my head. However, 10 years after reading those 15 pages, that one lesson I took from the book is to this day one of the biggest in my professional life.

checklist  Our June Report CardIf this is the first time you’ve read one of our monthly report cards, welcome to a behind the curtain look at mortgage lending. I write this monthly report card for a couple of reasons:

1. I believe the best way to improve is to accept responsibility for your failures and to question why we failed. Accepting responsibility behind my desk and accepting responsibility online for our nearly 100,000 viewers per month, is a whole different thing. This can be painful.

2. If our roles were reversed, I’d want to know what I know. I’d want to know what kind of integrity this operation has.

So here we go…

Our group helped 50 families finance their new homes in June, it was the largest number of families we’ve been able to help in any month this year.

So that is definitely a win!

Each of those clients were asked to complete a Customer Satisfaction Questionnaire while at the closing table signing the documents for their new home. We’ve included copies of those actual questionnaire’s here for you to review.

For the month we scored 98.95% excellent or good and 1.05% fair.

checklist  Our June Report CardClick here to see our June Customer Satisfaction Surveys

Keep reading Our June Report Card

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Don’t put a stranger on the bus

Wednesday, July 23rd, 2014

Bill Hart talks about how you can talk to your client about why it is so important to you (and to them) to work with a lender that you as their Realtor, know and trust. This clip is great – be sure and watch this one minute video.

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Wow, The Top Ten Physician Specific Financial Books!

Wednesday, July 2nd, 2014

Wow, the White Coat Investor just createdFinalFrontCover small Wow, The Top Ten Physician Specific Financial Books! his top ten list of physician specific financial books and our book Why Physician Home Loans Fail – How to Avoid the Land Mines for a Flawless Home Purchase made the top ten! Pretty humbled to be on his list.

white coat investor Small 187x300 Wow, The Top Ten Physician Specific Financial Books!As far as we are concerned, if you want to get the best advice on personal financing and investing for physicians, go read Jim’s book, The White Coat Investor: A Doctor’s Guide to Personal Finance and Investing by James M. Dahle, MD, FACEP. Congratulations to all the other author’s who made the list.

Head on over to Jim’s blog to read the full article.

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Provo and Salt Lake City named among best cities to age successfully

Friday, May 30th, 2014

Aging Provo and Salt Lake City named among best cities to age successfullyNikki Buckelew,  Founder and CEO of the Seniors Real Estate Institute, has great insight into the Senior Market and she recently wrote a guest post on KCM Blog. In it, she talked about cities that come up in search results as best cities to age in place or best cities to retire in. She says:

The Milken Institute, a non-partisan think tank, compiled a list in 2012 of the 259 Best Cities to Age Successfully. Another ranking is due later this summer of 2014. It divided the rankings into “Large Metros” and ‘Small Metros,” with Provo, Utah topping the Large City list and Sioux Falls the Small City rankings.

Others in the Top 10 of Large Cities to Age Successfully include Pittsburgh, Toledo, Des Moines, Salt Lake City, and Washington D.C.

Frankly, if I were a real estate agent or broker in any of these top cities (and even many further down the list), I’d be going full-bore to make sure I was positioned to capture as much of this older adult segment in my town as possible. Yes, older adults will purposefully be moving to my city and I should be the one to serve them and find a stellar house for them to buy. That would include promoting my area’s dominance as a haven for older adults, while working to ensure that I had the knowledge to properly help them. And oh yeah. Since older adults from outside the area will be searching online for information about my city, I’d want to make sure that I popped up front and center on Google as an expert in real estate for boomers and seniors in my town.

Simply put, lists like this give you plenty of marketing power – plus motivation – to grab a huge segment of business in your market that perhaps you never even knew existed.

Thanks to KCM blog for this post.

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