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Updated 11 months ago,
Lenders and brokers scaling question
This one is for all of my hard-working lender and broker friends on BP. As our firm grows and the volume of loans remains very high, I wanted to ask those who manage small-midsize brokerages questions on how to scale to the next level. We have 15 Loan Officers and 4 processors on the payroll. The processors handle loan conditions and communication with underwriting very well. However, I am looking to assign those more so "next action" items like scheduling appointments, consultations, organizing lead generation, etc. to allow me to do what I do best to move the needle. Do any lenders or brokers have VAs? What does your current day-to-day management schedule look like? I want to offload all of the little things and focus on just lead generation. Is anyone willing to share systems or strategies their brokerage/firm currently uses?
- Devin Peterson
- [email protected]
- 860-538-3672