𝐋𝐞𝐚𝐫𝐧 𝐦𝐨𝐫𝐞 𝐚𝐛𝐨𝐮𝐭 𝐭𝐡𝐞 𝐑𝐮𝐬𝐬𝐞𝐥𝐥 𝐝𝐢𝐟𝐟𝐞𝐫𝐞𝐧𝐜𝐞 𝐚𝐭 happieragents.com. Imagine getting support when you really need it because someone actually picks up your call! On top of the exceptional support systems in the brokerage, the Russell Family of Companies, comprised of joint ventures for title, mortgage, and insurance, guarantee you and your clients the best support system in the industry.
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𝐋𝐞𝐚𝐫𝐧 𝐦𝐨𝐫𝐞 𝐚𝐛𝐨𝐮𝐭 𝐭𝐡𝐞 𝐑𝐮𝐬𝐬𝐞𝐥𝐥 𝐝𝐢𝐟𝐟𝐞𝐫𝐞𝐧𝐜𝐞 𝐚𝐭 happieragents.com. Imagine getting support when you really need it because someone actually picks up your call! On top of the exceptional support systems in the brokerage, the Russell Family of Companies, comprised of joint ventures for title, mortgage, and insurance, guarantee you and your clients the best support system in the industry.
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Web Design Specialist | Technical Virtual Assistant for Personal Finance | Optimizing Operations with WordPress, CRM & Automation
Hello independent\mortgage brokers! 🙋♂️ We all know that filling out fact find forms can feel like a marathon—long, tedious, and sometimes overwhelming for our clients. That’s why I decided to shake things up a bit! Here’s what I did to make the process smoother: Conditional Logic: Only show questions that are relevant to the prospect. No more scrolling through endless questions that don’t apply! 🎯 Page Breaks: Instead of one giant form, I broke it into manageable sections. A few questions at a time keeps it less daunting. 📄 Exit Intent Pop-Ups: If someone accidentally tries to leave, they get a friendly reminder with an option to return. We all know how easy it is to click the wrong button! ❌➡️✅ Auto-Save Feature: No more starting from scratch! If they need to step away, their progress is saved. 🖥️💾 Reminder Notifications: A gentle nudge for prospects who might forget to return and complete their form. Because life gets busy! ⏰ I’d love to hear your thoughts! What features do you think could further enhance the client experience? Let’s share ideas and make our processes even better together! 💬✨ don't forget to check out my profile 🥲🥲 #businessOwner #mortgageAdvice #mortgageBrokers #independentMortgageBrokers
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Congratulations to our Parabroker/Mortgage Broker, Nicole Li who’s been with us for 7 wonderful years. We truly appreciate your hard work and all that you do for our clients. Working with you is always so easy, drama free, and fun. Here's to the next seven years smashing those big career goals! #360fs #360financialstrategists #financialplanners #financialadvice #melbourneproperty #melbournerealestate #realestateau
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Looking to elevate your career as a mortgage broker or independent financial advisor? 🌿 Here are three reasons to join New Leaf Distribution: 1. Access Premium Resources: Gain access to a comprehensive suite of tools designed to streamline your workflow and enhance client satisfaction. 2. Network with Experts: Connect and collaborate with industry leaders who can help you stay ahead in the competitive finance market. 3. Continuous Support: Benefit from ongoing training and support to keep your skills sharp and your knowledge fresh. Ready to take the leap? Contact Dan Hobbs for more information. #MortgageBrokers #FinancialAdvisors
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Cat McNeil, our National Account Manager, returns with another insightful episode of ‘Stay Tuned.’ This week, she discusses the importance of staying connected with your clients online. Maintaining regular and effective contact with your clients is a broker’s most powerful retention tool. When clients are ready to remortgage and seek advice, you want to be the first person they think of. Tune in to learn how technology can simplify the process of building and nurturing long-term relationships with your clients. #MortgageBroker #StayTuned #StayingConnected
Stay Tuned - Stay Connected
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So what have I learnt this year? What value and impact are my coaching sessions having with finacial services organisations? Why is HoneyPro becoming the mortgage broker, wealth management go too platform? These are all things that are have been my day to day for a while now. I've been at the cutting edge of the estate planning arena since October 2020, and now spend my time training, educating and coaching financial services people how they can better serve and protect their clients, livelyhoods and futures by using our market leading estate planning platform. Love what you do and never work another day of your life. #mortagebroker #estateplanning #wealthmanager #accountant #assetprotection #specialist HoneyPro
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Have you ever felt the sting of rejection holding you back from making that important call or pitching your ideas? Today we’ll explore a powerful mindset shift that transforms rejection into a tool for growth and success. Discover how separating yourself from the 'no' and embracing rejection as an opportunity can lead to constructive feedback, refinement, and ultimately, acceptance. To learn more about conquering the fear of rejection and unlocking your path to personal and professional growth, watch this short video. #Overcomingrejection #Growthmindset #Personaldevelopment #Successstrategies #Embracingchallenges #realestate #escrow #mortgage #titleinsurance #SanDiego #California
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A problem shared is a problem halved. We work whilst you sleep 🛌 Q. Why should I work with an advisor/broker? A. Why wouldn’t you!? Just because you can fix the tap in the bathroom doesn’t mean you’re the best person for the job. By talking to us you instantly plug your protections, insurances, and mortgage into an entire team. A team that knows the market, can access product that you can’t see, and always have your best interest at heart. So don’t leave it on your to-do list, hand it over, & get some sleep. GAMEPLAN works so you don’t have to.
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🏡✨ Unleash Your Potential: Property Fox Supports Solo and Team Successes ✨🏡 At Property Fox, we understand the hustle and challenges of navigating the ever-evolving landscape of the mortgage industry. That's why we're here to offer you more than just software – we're offering you a partner dedicated to your success. Whether you're a seasoned veteran with years of experience under your belt or a fresh face ready to make your mark, our comprehensive suite of tools and solutions is meticulously designed to simplify your daily operations, streamline your processes, and amplify your business potential. Imagine having everything you need right at your fingertips – from efficient client management to seamless communication tools, advanced analytics, and beyond. With Property Fox, you can spend less time on administrative tasks and more time doing what you do best: serving your clients and growing your business. So, whether you're ready to take your business to new heights or simply curious about what Property Fox can do for you, we invite you to join us on this journey. Try Property Fox today and experience the difference firsthand. www.propertyfox.ai #PropertyFox #MortgagePros #FinancialSuccess #EmpoweringBrokers #TransformingIndustry
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Happy Financial Wellness Month! January is the perfect time to kick off the new year by focusing on our financial health and setting ourselves up for success in 2024! Financial wellness is not just about numbers; it’s about creating a mindset of abundance and making choices that align with your goals. From creating a budget (we’ve got a ton of tips and resources on this topic we’ll be sharing all month long) to exploring new investment opportunities, there’s always room for growth. Cheers to kicking off the new year with financial empowerment, education, and change! #preferredrate #homeownership #homesweethome #mortgage #mortgageadvisor #creatingexperiencesthatmatter
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