Breaking Out of the Comfort Zone

“Our motivation basically boils down to completing the best loans for our clients as seamlessly as possible. Sometimes we lose track of the personal part of the equation. I’m not talking about our relationship with homebuyers—we’re always solid there. I mean what happens in the office, over the phone, and via email between our team members.”   This client quote echoes a common theme we hear.  We’ve been working with this large national lender, in particular, since 2011. They first contacted us to help reach a number of strategic goals, including improving the way their employees communicate and collaborate with [...]

Seeing Beyond Our Blinders

Most professionals, regardless of industry, are driven by similar motivations. We want to help our clients. We want to make a nice living in a field we find rewarding. And we want to improve our employer’s bottom line. While things vary, let’s focus on these three prime motivations for a moment. As sound, solid and universal as they are, even they can create blinders that lead to not-so-positive outcomes—for our clients, for us, and for our businesses—when one of them begins to dominate our actions. Scott’s story Scott, a producing sales manager and loan officer for a large national lender, [...]