Tips, trends & strategies for modern loan officers

Stay ahead of the curve in this dynamic mortgage industry. Discover insights, leverage cutting-edge trends and deploy proven strategies to succeed as a contemporary loan officer.

Essential Training Strategies for Loan Officers

Want to stand out as a top loan officer? Learn how to build lasting client relationships, harness the power of CRMs, and boost your business with personalized communication, referral strategies, and proven sales techniques.

Brett Lohr
Mortgage Client Retention Strategies for LOs in 2025

Are you maximizing your mortgage retention strategies? Discover how top loan officers keep clients returning with personalized communication, advanced technology, and exceptional service.

Taylor Cormier
Loan Officer Tips for Smart Digital Productivity

Embrace the digital transformation of the mortgage industry with our guide, equipping loan officers with advanced CRM platforms like Aidium to enhance client engagement, automate tasks, and drive successful loan closures while maintaining personal connections that are critical for success.

Taylor Cormier
Mortgage Compliance: A Strategy Manual for 2025

Navigate the complexities of mortgage compliance with our comprehensive guide, designed to equip professionals with the knowledge and tools necessary to maintain legal standards and uphold the integrity of the mortgage industry.

Taylor Cormier
Tips for Mastering Your Mortgage Broker Intro

Maximize your impact as a mortgage broker from the first "hello". This guide offers techniques for effective introductions, tailored to the mortgage industry, ensuring memorable and positive client interactions.

Taylor Cormier
Proven Strategies for Getting Mortgage Clients

Elevate your mortgage brokerage with strategies blending digital presence, content leadership, and personal networking to become an industry standout.

Taylor Cormier
Attracting Mortgage Clients with Strategic Marketing

Elevate your loan officer brand with targeted marketing strategies, from understanding your market to leveraging digital platforms and fostering strong community ties. Start building your success today.

Taylor Cormier
Winning Mortgage Website Design Secrets in 2025

Elevate your mortgage brokerage with a website that not only captures attention but converts leads. This guide reveals the art of website design that speaks to your audience's needs, boosts engagement, and secures clients.

Taylor Cormier
Choosing the Best Mortgage Aggregator

Unlock your brokerage's full potential with our guide to choosing the best mortgage aggregator. Discover key strategies for comparing rates, services, and technology to find the perfect partner for access to superior loan options and support.

Taylor Cormier
Revolutionizing Mortgage CRM : A Talk With Aidium's Founder

Aidium, founded by Spencer Dusebout, aims to revolutionize mortgage CRM by offering a comprehensive platform that enhances connection between mortgage professionals and their clients through intelligent automation and thoughtful design. With a focus on innovation, including AI and machine learning, Aidium provides an all-encompassing solution that supports the entire mortgage lifecycle, promising to improve efficiency, customer satisfaction, and success rates in the mortgage industry.

Taylor Cormier
Top Books for Loan Officers : Level Up Your Lending Game

Loan officers must navigate a dynamic financial landscape, necessitating continuous learning to stay current with industry trends and regulations. This curated list of books offers comprehensive guidance, from foundational knowledge to advanced skills and career advancement, tailored to loan officers at various stages of their professional journey.

Taylor Cormier
5 Mortgage Marketing Strategies to Increase Revenue

Have you considered how strategic marketing can amplify your mortgage business and boost revenue? What are the top strategies successful loan officers use to attract and engage potential borrowers?

Taylor Cormier
What is Mortgage CRM Software?

Curious about what exactly Mortgage CRM software is and how it can help your business? Let's dive into the role this specialized software plays in managing relationships and driving growth in the mortgage industry.

Taylor Cormier
Which Mortgage CRM is The Best For You?

In the search for the ideal mortgage CRM software, one needs a solution specifically tailored to the mortgage business, with essential features such as an intuitive format, contact information management, lead capturing, automated marketing, and multi-platform support. Well...which one is the best?

Taylor Cormier
Best Practices for Mortgage Email Marketing Campaigns

Email marketing is a powerful tool to use when looking to step up your mortgage marketing efforts. By sending regular, helpful, and informative emails to a wide range of recipients, you can help grow your mortgage business with every new referral.

Taylor Cormier
Building an Effective Mortgage Marketing System

What should you look for in a marketing mortgage system? There are several things that loan originators should consider when picking a CRM to turn their pipeline into a systematic program for transitioning leads to closed deals.

Taylor Cormier
The Differences Between an LOS Software & Mortgage CRMs

Have you ever wondered what sets Loan Origination Software apart from Mortgage CRMs? Let's delve into the distinct features of each and how they influence your mortgage business operations

Taylor Cormier
Marketing Tools for Mortgage Loan Officers

Ever wondered what marketing tools are transforming the way mortgage loan officers attract and retain customers? Let's explore the tools that are shaping the future of mortgage marketing strategies.

Taylor Cormier