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Mortgage Lending Mastery

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Now displaying: June, 2018
Jun 28, 2018

In this episode, I get to sit down with Tina Collazo, Principal of Collazo Realty Group with Pearson Smith Realty in Northern Virginia. Tina shares how she has combined financial planning and real estate and the impact she has on helping clients fulfill their financial goals. Tune in to find out more.

 

Key Takeaways:

[1:12] Jennifer introduces her guest for this episode — Tina Collazo.

[2:34] Tina is a financial and real estate consultant. What exactly does she do?

[5:29] How did Tina ensure that she had the clout and certifications behind her in order to have the ability to straddle the real estate and mortgage space?

[7:21] Tina breaks down her process of helping homeowners reach their financial goals.

[12:03] Jennifer highlights the 10-70-20 principle in hand-holding clients.

[14:55] It is a team effort from the loan officer, financial planner, and Realtor® to help the client achieve his goals.

[17:30] What are the benefits of referring a client who needs credit repair to a HUD counselor?

[20:15] How can loan officers seek out Realtors® who have a similar mindset to Tina, or introduce this mindset to their current partners?

[24:11] Tina shares a personal anecdote of how she got into numbers and managing finances.

[26:59] How did Tina get into wealth creation, and what is she doing with multi-families?

[31:18] Tina and Jennifer delve into the differences between buying real estate and investing in real estate.

[35:34] Tina has contributed to the book My Now for the Single Parent. What is the book about, and why did she want to contribute to it?

[38:06] What is Tina reading right now?

[39:11] Tina leaves us with some final advice on getting clear about your vision.


Mentioned in This Episode:

Kinetic Spark Consulting

Mortgage Lending Mastery on iTunes

Jennifer Du Plessis on YouTube

Jennifer Du Plessis on Zillow

Tina Collazo

Collazo Realty Group

HUD Counseling

Joe Stumpf

My Now for the Single Parent, by Moovin4ward Presentations

Business Secrets from the Bible: Spiritual Success Strategies for Financial Abundance, by Rabbi Daniel Lapin

The Solomon Secret: 7 Principles of Financial Success from King Solomon, History's Wealthiest Man, by Bruce Fleet

Jun 21, 2018

On this episode, I get to sit down with Dr. Lee Davenport, Atlanta-based real estate coach and blogger, who trains real estate agents and brokers across the country on how to work smarter with technology. Lee shares her insights on using videos alongside blogs, how to build better relationships with Realtors® and much more, so be sure to tune in!

 

Key Takeaways:

[:27] Jennifer introduces her guest for this episode —
Dr. Lee Davenport.

[1:28] How did Jennifer meet Lee?

[2:58] How did Lee get into writing, coaching, and real estate?

[8:47] What is the relevance of blogging in today’s market as opposed to videos and vlogging?

[10:14] Is it worth creating written content at this point?

[12:00] How can loan officers get appointments with Realtors®? What are some tips Lee recommends for loan officers to be able to improve their relationships with Realtors® and provide more value?

[18:01] Why is it important for loan officers to share success testimonies with Realtors®?

[20:31] Jennifer and Lee discuss the topic of scarcity and how it’s affecting loan officers and Realtors®.

[24:04] What can loan officers do to help in lead generation?

[28:55] The barrier to entry is getting an initial meeting with a Realtor®. What is Lee’s advice on that front?

[31:15] What are the top three challenges that Realtors® are having right now?

[39:56] How receptive would the average Realtor® be to helping loan officers nurture their databases to cultivate opportunities for both parties?

[42:29] What is Lee’s book, Profit with Your Personality, about?

[44:59] How does Lee help people become comfortable with playing to their strengths?

[50:00] Lee leaves us with some final words of wisdom - the best way to help Realtors® is by educating them more to serve their clients better.

[51:42] Get in touch with Lee through her website or social media handles.


Mentioned in This Episode:

Kinetic Spark Consulting

Mortgage Lending Mastery on iTunes

Jennifer Du Plessis on YouTube

Jennifer Du Plessis on Zillow

Dr. Lee Davenport — #learnwithlee

Dr. Lee Davenport on Instagram

Dr. Lee Davenport on Facebook

National Association of Minority Mortgage Bankers of America (NAMMBA)

Profit with Your Personality, by Dr. Lee Davenport

Jun 14, 2018

In this episode, I want to share with you about the Growth Chart. It’s a very useful tool that I use to keep track of my progress in new activities, in my businesses, and in my various projects. Tune in to find out more about this tool that will help you move from formulation to stability, and get your own copy as a free download!

 

Key Takeaways:

[2:01] Jennifer’s topic for this episode is the Growth Chart.

[2:54] Get your Growth Chart from the links below.

[3:04] What are the 4 stages of growth?

[4:55] It’s impossible to go from formulation to stability quickly — you need good quality formulation to get anywhere.

[6:59] Jennifer talks about how the Growth Chart helps you when you’re thinking about hiring an assistant.

[9:12] Jennifer gives another example of the Growth Chart as it relates to being an employee at a company.

[12:11] The Growth Chart can be applied to many different contexts.


Mentioned in This Episode:

Kinetic Spark Consulting

Mortgage Lending Mastery on iTunes

Jennifer Du Plessis on YouTube

Jennifer Du Plessis on Zillow

Mortgage Lending Mastery “Episode 138: The Mortgage Expert & Consultant”

Free Download — The Growth Chart

Jun 7, 2018

On this episode, I get to sit down with Marc Demetriou, a nationally-recognized mortgage banker, best selling author, and top-rated motivational speaker. As an authority on real estate and finance, Marc shares some of his perspectives on the industry, the profession and how to create your own success. Tune in to find out more!

 

Key Takeaways:

[:52] Jennifer introduces her guest for this episode — Marc Demetriou.

[2:20] Jennifer and Marc discuss the power of connection.

[3:48] What was the transition that brought Marc to the mortgage industry?

[5:33] What advice would Marc give to himself as he was just starting out to accelerate his success?

[7:36] What are some strategies Marc is seeing now for people to keep in touch and stay top of mind with their client database?

[11:42] What was Marc’s tipping point from being a regular producing loan officer to a top producing loan officer?

[14:11] Jennifer highlights the importance of picking a couple of different strategies to focus on, and sticking to them.

[15:54] The market today is extremely competitive. What are some of the things Marc is going to be implementing (stop, start, keep and enhance)?

[20:12] What is Marc’s top piece of advice for loan officers who are just starting out to be successful?

[27:16] Jennifer and Marc discuss his new book Lessons from my Grandfather, and why he wrote it.

 

Mentioned in This Episode:

Kinetic Spark Consulting

Mortgage Lending Mastery on iTunes

Jennifer Du Plessis on YouTube

Jennifer Du Plessis on Zillow

Marc Demetriou

Lessons from my Grandfather: Wisdom for Success in Business and Life, by Marc Demetriou

Mastermind 2018 — Las Vegas, June 2018

Mortgage Lending Mastery Episode 130: Insights from an Insider (Christine Beckwith)

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