Finance With Factor

[E96] Act like someone is always watching...or in this case recording!  I am joined by three fellow Senior Loan Officers, who thought we were having an "off air" conversation.  What they didn't know was that I was still recording after last week's episode ended...Enjoy part 2 of our round table conversation about time blocking, prospecting, and ways we plan to focus attention and grow our business in the coming year.

[E95] I enlist a few Senior Loan Officer colleagues to help me with my homework and complete my goals for 2022.  We discuss current trends and ways we want to grow in 2022.  Enjoy this authentic conversation about where real estate and lending professionals are looking in the coming year.  (Preview: Next week, I air part 2...the part of the meeting where everyone thought we were off mic!!)

I am a big believer that every introduction is a good introduction because, if you treat everyone right, you never know where things can lead, but especially in real estate!  Don't believe me?  Enjoy this crowdsourced episode of all the funniest and most unexpected "meet cute" moments when these real estate professionals were surprised to meet a client or referral partner and the lessons learned along the way.

[E94] CEO and Founder or Lendaid, Jerry Devlin, shares his insights on what to look for in a mortgage lender.  We discuss how Lendaid evaluates mortgage originators and what goes into "making the grade" as a real estate professional.  We also share how customers, referral partners, and hiring managers can "read between the lines" on reviews and effective ways (any small business owner) can leverage customer feedback.

[E93] Everyone has professional groups and networking organizations they belong to as part of their profession.  But, how do you maximize those groups to benefit you?  Michael Chase, Managing Director of NorthMarq Capital, shares how he leverages the wide-variety of groups and structured networking opportunities to grow his reach, knowledge, and business.  This episode is a must listen for anyone who gets, even a little bit, overwhelmed at a conference, holiday party, or group networking setting. 

[E92] In real estate, you are only as good as your next deal and you are only as busy as your most recent lead.  Word of mouth, referrals and, most importantly,  your network are the only things that build your business. After 2 years off from in-person networking, I enlist Judy Cazeau, author of "Building Your Network; 3 Top Secrets" and commercial realtor with Boston Trust Realty Group, to re-teach me how network with real live human people again!

[E91] Real estate professionals are often in a second career or have other side-hustles.  Max Perkins, with William Raveis Nantucket, has built a successful growing real estate practice by leveraging his "side hustles" and family businesses on the island.  He joins "Finance with Factor" to share his experience using his network outside of real estate to generate genuine connections that lead to realtor clients, and eventually friends who become trusted referral partners.

[E89] "It says optional, so why do I need it?" This is one of the most common questions asked when home buyers review a Loan Estimate. So, I bring in an expert, Sarah Catapano-Friedman, Esq., of Crowley & Cummings, LLC, to discuss all the exciting details of Title Insurance.

[E88] Appraisals are the scariest part of the financing process for most realtors, buyers, and homeowners.  Brian White, a realtor and former Board of Appraisers member, shares his tips and advice on how to leverage the appraisal, maximize your home value, and create back-up plans.  A must listen for any buyer, seller, or real estate professional!