Working with clients who are purchasing homes, or refinancing in California utilizing mortgage planning strategies. Helping and working together with realtors, CPAs, financial planners, estate planning attorneys, and life insurance agents to help my clients achieve their financial goals and by doing that, they refer their friends, collegues, families, neighbors or anyone else they know to me.
RECENT BLOG POSTS
Today, as many other loan originators I have received the NAMB's letter telling me perhaps my livelihood as I knew is about to be over, since congressmen feel the need to socialize the lending industry. Let's face it, taking away yield spread premium will basically eliminate brokers, but that is...
Positive relationships are at the heart of every successful business. Yet few people take the time to really understand how successful relationships are cultivated and maintained.In a recent issue of Mortgage Planner Magazine, Mark Victor Hansen, co-author of "The One-Minute Millionaire" and "Ch...