How to Avoid Credit Repair Mistakes with Your Clients

Posted on June 10, 2020

We know, a person’s credit score is one of the most important factors in the approval or denial of their mortgage loan. When one of your potential client’s credit history is blocking their dreams of owning a new home, how do you help them? 

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Topics: LO Tips

Drive More Repeat Business with Better Closing Gifts

Posted on February 3, 2020

Like Cousin Eddie gifting Clark Griswold his white patent leather slip-ons, we’ve all been on the receiving end of some cringe-worthy gifts. We’ve also probably given a gift or two—no matter how well-intentioned—that ended up in the recipient’s re-gift pile. It’s hard to get it right 100% of the time.

Whiteboard President, Kevin Ducey, talks with Jeremy Katen from Cutco Knives about how increasing the quality of your closing gifts will result in repeat business.

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Topics: LO Tips

How to Up Your Social Media Game Using Your CRM

Posted on August 1, 2018

From Facebook to Twitter, Instagram to YouTube, Pinterest and beyond, if there’s content to share, there’s a platform designed specifically with it in mind.

And you know what they say – if you build it, they will come. People all over the world turn to social media for updates on friends and family, breaking news, and posts from various businesses about their product or service.

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Topics: LO Tips

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