Send us a text Planning doesn’t start on January 1; it starts the moment you decide what matters. We close out 2025 by turning a clear vision for 2026 into a plan you can actually follow, weaving together revenue goals, referral growth, and client focus with family time, self-care, and real rest. You’ll hear how to define what “winning” looks like next year, then break it into quarterly and monthly milestones supported by simple habit tracking, honest reviews, and a not-to-do list that frees ...
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Send us a text Planning doesn’t start on January 1; it starts the moment you decide what matters. We close out 2025 by turning a clear vision for 2026 into a plan you can actually follow, weaving together revenue goals, referral growth, and client focus with family time, self-care, and real rest. You’ll hear how to define what “winning” looks like next year, then break it into quarterly and monthly milestones supported by simple habit tracking, honest reviews, and a not-to-do list that frees ...
When Lenders Automate Retention, Human Advice Becomes The Edge
Mortgage Broker Broadcast
14 minutes
1 month ago
When Lenders Automate Retention, Human Advice Becomes The Edge
Send us a text A six‑week window can change your entire year. With rates easing, swap markets stabilizing, and millions of fixed deals expiring in the next 18 months, this is the moment to act with precision and purpose. We break down what’s moving the mortgage market, why lenders are sharpening prices, and how a short December can derail clients who wait until January. Most importantly, we share a step‑by‑step outreach plan to protect relationships, secure competitive options early, and buil...
Mortgage Broker Broadcast
Send us a text Planning doesn’t start on January 1; it starts the moment you decide what matters. We close out 2025 by turning a clear vision for 2026 into a plan you can actually follow, weaving together revenue goals, referral growth, and client focus with family time, self-care, and real rest. You’ll hear how to define what “winning” looks like next year, then break it into quarterly and monthly milestones supported by simple habit tracking, honest reviews, and a not-to-do list that frees ...
