Winning Strategies for Loan Officers to Finish 2024 Strong

Sep 6, 2024 · 15m 3s

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This week on Market Shares, I’m diving into how to finish 2024 strong! The end of the year is approaching fast, and now is the time to start preparing for...

This week on Market Shares, I’m diving into how to finish 2024 strong! The end of the year is approaching fast, and now is the time to start preparing for what’s ahead. With a refinance cycle on the horizon, I’m sharing my top tips to help you wrap up 2024 and set yourself up for success in 2025. Drawing from years of experience in the mortgage industry, I’ve laid out what has helped me not only prep for the upcoming new year, but also prep for a change in the industry.

Here’s what you need to focus on:
• Eliminating distractions (like 2nd jobs)
Resetting and realigning your goals
• Building your 2025 business plan
• Dialing in your database and CRM
• Calling past clients for strike prices
• Refreshing your knowledge of refinance guidelines
• Understanding closing cost options
• Setting up clients for future transactions
• Staying connected with your real estate partners
• Taking some time to recharge and have fun!

As we enter the final quarter of the year, having a solid plan is key. Let’s finish strong!

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Information

Author	Tony Blodgett
Organization	Lend an Ear Media
Website	-
Tags	#2025goals #businessplanning #clientsuccess #finishstrong2024 #loanofficerlife #loanofficers #marketshares #mortgage #mortgagetips #realestatepartnerships #realestatesuccess #refinancecycle #seattleloanofficers #seattlemortgageindustry #washingtonstatemortgage