professional development
What’s the Difference Between Customer Service and Customer Experience?
There’s a new-to-you term you’ve been hearing a lot lately — customer experience — but you aren’t quite sure exactly what it is. Sure, you get the overall idea of what it means, but what really differentiates customer experience (CX)…
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Things Consumers Want Loan Officers to Know
To best serve your clients, you need to know what it is that’s driving them. You want to know what they want from you so you can present your best self, and so you can give them the best client…
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How to Adjust to Working in the Office Again
Your employer just put out a notice to the entire organization: It’s time to return to working in the office. Now that you’re just starting to get used to working at home, you’re being called back in. Are you ready…
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9 Resume Essentials for Loan Officers
Looking to dust off your resume? Wait, what was that? You don’t even have a resume? As a loan officer, a resume is a mighty tool, whether you think you’re looking for a job or not. It has all the…
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5 Thank You Note Templates for Loan Officers
When was the last time you took a moment to send a thank you note to a lead, customer, or someone who referred business to you? Of course, you’re appreciative of their business or kind recommendations, but you’re also extremely…
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Social Media for Loan Officers: What’s the Best Platform for You?
You know the importance of marketing yourself as a way to attract more leads. But, with all the options out there, where do you even start? There are so many social media networks for loan officers to use, but you…
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Will the Pomodoro® Technique Work for You?
You’re overwhelmed. Your to-do list is a mile long, and you’re frustrated that your productivity seems to have taken a nosedive recently. A new email comes in, and you respond. The phone rings, and you pick it up. You end…
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How to Network When You’re Practicing Social Distancing
Wondering where your next lead is coming from? Wishing you could just get out there and get to know new-to-you professionals? Without the opportunity to attend in-person networking events, loan officers, like you, may find themselves wondering where their next…
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Are LinkedIn Recommendations Important for Your Career?
You’ve been on LinkedIn for a while now, but you’ve never thought much about using it as a way to grow your business or show your strengths. Yet, the other day, someone gave you a recommendation, and you thought, Should…
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How to Ask for Testimonials from Your Clients
Social recommendations sway consumers, and your prospects want to know that other people loved working with you so that they feel safe teaming up with you, too. But how do you get testimonials to share with these leads? If you…
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