Outgrown workflow software is one of the most common — and most overlooked — growing pains for financial and legal firms. It doesn’t happen overnight. First, your team adds a spreadsheet here. Then a shared inbox there. Before long, you’ve got five different tools that don’t talk to each other, and nobody’s quite sure where … Read More
Introduction Hard money lenders provide a valuable service to borrowers, but they often make mistakes that can cost them. Here are the five most common mistakes hard money lenders make, and how to avoid them. 1. Not Knowing What Your Borrower Wants Hard money lenders need to understand what their borrower wants and needs. What … Read More
Introduction to common mistakes mortgage brokers make Mortgage brokers are essential to the home-buying process. They create loan pipelines by connecting borrowers and lenders to facilitate funding for mortgages. But growing a successful loan pipeline isn’t easy. There are common mistakes that mortgage brokers often make that can negatively impact their success. Here are some … Read More
