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IRS Has Begun Implementing a Processing Modernization to Form 4506-C
September 29, 2021 In Blog, 4506-T Tax Transcripts, IRS and Tax Transcripts, Lender Solutions

IRS Has Begun Implementing a Processing Modernization to Form 4506-C

The IRS started modernizing Form 4506-C. This process will add automation, which will improve the agency’s efficiency and completion rate. The initial step of the modernization effort is the implementation of Optical Character Recognition (OCR) software. This software reads the form. For your form to

Strategies to Help You Grow Your Mortgage Business
September 15, 2021 In Blog, Financial, Home Mortgage, Lender Solutions

Strategies to Help You Grow Your Mortgage Business

As a loan officer, you only make money if you are able to sell loan products to those looking to buy a home. If you want to generate revenue on a consistent basis, you'll need to develop strategies to consistently grow your client base. Fortunately,

Should You Be Encouraging Your Mortgage Clients to Refinance?
September 8, 2021 In Blog, Banks, Credit Unions, Home Mortgage, Lender Solutions, Mortgage Companies

Should You Be Encouraging Your Mortgage Clients to Refinance?

There are many scenarios in which it may be advantageous for a homeowner to refinance his or her mortgage. As a loan officer, you will likely have an opportunity to generate revenue for yourself each time a client does so. However, should you be actively

How to Position Your Mortgage Business for Success in a Slowing Market
September 2, 2021 In Blog, Home Mortgage, Lender Solutions, Mortgage Companies

How to Position Your Mortgage Business for Success in a Slowing Market

When the real estate market in your area is hot, it can feel like there's a never-ending stream of mortgage borrowers lined up around the block to work with you on getting a loan. As the market starts to cool off, however, your pipeline can

Helping Your Borrowers Get Their Financials In Order
August 26, 2021 In Blog, Banks, Banks, Credit Unions, Financial, Home Mortgage, Lender Solutions, Mortgage Companies

Helping Your Borrowers Get Their Financials In Order

If you're looking to close more mortgage loans, you'll need customers who qualify. Personal finance classes are not common in high schools, and many potential borrowers have poor role models when it comes to finances. This is why it's important to help prospective home buyers

Three Steps for Facilitating the Construction Loan Process
August 4, 2021 In Blog, Banks, Financial, Lender Solutions

Three Steps for Facilitating the Construction Loan Process

Understanding the Relationship Between Loan Officers and Real Estate Agents
July 27, 2021 In Blog, Home Mortgage, Lender Solutions, Mortgage Companies

Understanding the Relationship Between Loan Officers and Real Estate Agents

Unless a real estate buyer is paying the entire asking price in cash, they're going to need a loan. Thus, it's not surprising that the best real estate agents have a list of reliable loan officers they can call on to help clients get approved

Understanding the Digital Economy in 2021
July 20, 2021 In Blog, Financial, Home Mortgage, Lender Solutions, Mortgage Companies

Understanding the Digital Economy in 2021

Online competition among mortgage lenders is growing, but you can stand out if you understand the mindset of today's prospective borrowers. In 2021, consumers are used to getting what they want when they want it. In fact, it can take seconds after someone lands on

How to Attract More First-Time Buyers
July 12, 2021 In Blog, Banks, Home Mortgage, Lender Solutions, Mortgage Companies

How to Attract More First-Time Buyers

First-time buyers can be a steady source of referrals for years if you treat them properly during their home search. Fortunately, you can meet the needs of this type of buyer by listening when they talk about themselves and what their ideal homes look like.Buyers

Top Tips To Make Your Mortgage Offer Stand Out In 2021
June 28, 2021 In Blog, Home Mortgage, Lender Solutions, Mortgage Companies

Top Tips To Make Your Mortgage Offer Stand Out In 2021

Prospective borrowers expect more from mortgage providers than ever before, and standing out in the age of instant gratification and fierce digital marketing competition isn't getting any easier. With that said, consumers are still human, and they love a lender that offers them a personal

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