Virtual Team Building for a Virtual Office
With employees working remotely as well as in the office, financial institutions still need to build strong partnerships and engage their employees.
How to Combat the Challenges of Working and Managing Remotely
Here are some key dates, as a leader in the financial world, you should have on your 2022 calendar!
Handling Rate Resistance (with a powerful objection response)
Mortgage loan officers shouldn't fall into the trap of letting the rate dictate the sales process. Great value, great benefits, and great relationships win their business.
Closing the Gap: How to Empower Women in Banking
It’s not fair to up the burden of closing gender gaps on only women. Ensure that both male and female leaders and employees are part of the conversations and change.
Regulatory Compliance Updates for Banks & Credit Unions – February 2022 Recap
This article highlights key regulatory and compliance updates for banks and credit unions that occurred in February 2022.
Don’t Trust Your Compliance Training to Luck in March 2022
As we approach February, the key to your success is to ensure your staff is aware and properly trained on the regulatory updates taking effect in 2022.
Resolving Conflict (with customers and colleagues)
Do you know how to navigate conflicts with both customers and colleagues to maintain relationships and keep moving forward when frustrations are present?
Regulatory Compliance Updates for Banks & Credit Unions – January 2022 Recap
This article highlights key regulatory and compliance updates for banks and credit unions that occurred in January 2022.
Earning Ongoing Business (from customers-for-life)
Like rates, mortgage industry professionals often worry more about loan changes than borrowers themselves.
5 Ways to Develop Well-Rounded MLOs
To be truly successful, MLOs need to be well-rounded – from underwriting guidelines, compliance rules AND sales training.