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October- November Report Cards

Tuesday, January 20th, 2015

Map 01 09 15 300x218 October  November Report CardsOur October/November report card is finally out!

For those of you who are reading the report card for the first time, allow me to give you some history. I write the report card, directly from the client questionnaire that our clients fill out at the closing of their loan. This is raw, unfiltered feedback from our clients. Most of the time they tell us they loved us, sometimes they tell us we suck. Oddly, we learn more from the latter, and that is the reason we publish these reports and the actual client questionnaire forms. We do this for two reasons.
Keep reading

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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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