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You’re Not Done Yet! Tips for June 30th

You’re Not Done Yet! Tips for June 30th

Here are some tips to make sure you don’t blow by the date and have everyone blame you for missing out on the big bucks
Read more here – You’re Not Done Yet! Tips for June 30th

Enhancing Your Social Media Presence Through Email

Enhancing Your Social Media Presence Through Email

One simple step everyone can take to make their mortgage marketing email efforts more compatible with their social media efforts is to link all of your emails to your social networking profiles or blogs. Most of us already have email signatures, so why not add these links right there…

Mortgage Lead Generation in 2010 Part 1

Mortgage Lead Generation in 2010 Part 1

Oh great – Here comes another one of those “welcome to 2010″ posts! As if that’s not cliche’ right? Haha – You caught me. I am here to welcome you to the topic that is top of mind for most of us: Mortgage lead generation efforts in 2010. Here…

NAMB West Presentation Follow Up – Partnering With Social Media Savvy Agents

NAMB West Presentation Follow Up – Partnering With Social Media Savvy Agents

I had the honor of representing mortgage bloggers at the recent NAMBWest Conference in Las Vegas a few weeks ago in front of 200 or so mortgage brokers with my friend Jason Berman . Unfortunately, Mark Green wasn’t able to make the trip to Vegas and share the stage…

Why Can’t Your Clients Have Their Cake and Eat It Too?

Why Can’t Your Clients Have Their Cake and Eat It Too?

Photo Source: Flickr (Lucky Penny Cakes) Before I became a Mortgage CRM guy, I was just another borrower.  I remember distinctly a conversation I had with the loan officer I was using to finance a home in 2002. Like many consumers, I’d been screwed in the past by an…

Famous Last Words: What is your (mortgage professional) lasting impression?

Famous Last Words: What is your (mortgage professional) lasting impression?

Image via Wikipedia A defining moment, a Hollywood hero-shot, a quote to be remembered – famous last words leave a lasting impression.  Here are just a few of the great ones that come to mind – “With great power comes great responsibility” (Spiderman); “And in case I don’t see…

Fiend or Friend? 5 Tips for Proofreading Your Copy.

Fiend or Friend?  5 Tips for Proofreading Your Copy.

David Orsini and I got a good chuckle today when proofreading a letter we’d written for one of our clients. 1)  David proofed the letter 3x and brought it into my office. 2)  Our client proofed the letter and sent approval back with the green light. 3)  I proofed the…

Microsoft Excel Series: Installment #2: Separating First and Last Name Into Separate Fields

Microsoft Excel Series: Installment #2: Separating First and Last Name Into Separate Fields

One of our goals at Top of Mind Networks is to be your database . I think once our new Contact Management System is launched in the next 90 days that will become more of a reality. That being said, in order to be your single marketing database we…

Mortgage CRM Lessons from a 5 Year Old

Mortgage CRM Lessons from a 5 Year Old

You May Want to Watch Your Step There!!! Warning, the word “poop” is used several times in this article so please stop here if you have issues with the word “poop” being used in a CRM capacity. So I had an absolutely wonderful Daddy-Amanda weekend. We took in a…

Control Your Business with Simple and Effective Planning – part 1

Control Your Business with Simple and Effective Planning – part 1

My family and I spent this past weekend participating in a sport that we really enjoy and are very fortunate that we can participate often – hot air balloon flying!   We were at the Pro-Football Hall of Fame Enshrinement Festival flying with over 70 additional hot air balloons.…