Essential Tools & Technologies

Card image cap

The Future of Lending is Through Automation and AI

Automation in Today’s Evolving Society, Business Development, Essential Tools & Technologies, Technology, Upcoming Trends & Changes

When mortgage professionals gather for an industry conference it’s usually not long before someone jokes (or moans) about how slow the industry moves...

Card image cap

Strengthen Your Brand by Emphasizing Customer Data Protection

Business Development, Essential Tools & Technologies

Utilizing the internet to establish and cultivate relationships is a necessity in today’s business environment. However, headlines have highlighted the somewhat dubious ways...

Card image cap

Still Not Originating with a Roth IRA? Now May Be the Time.

Essential Tools & Technologies

When it comes to options for long-term retirement investing, the secret appears to be out: The alternative assets you know and trust can...

Card image cap

Winning as a California Mortgage Loan Officer in 2018

Essential Tools & Technologies

When people ask you, “Why become  a loan officer?”, you might respond, “It’s the money!” True, most mortgage loan officers have the potential...

Card image cap

Private Lending & Technology: Are We Ready for Peer-to-Peer Lending?

Essential Tools & Technologies

The private lending market has been around for as long as there have been unforeseeable circumstances in our lives. It is natural for...

Card image cap

The First Line of Defense Against Cybercrime: Employees

Essential Tools & Technologies

Organizations lose approximately $445 billion per year to cybercrime and more than 70 percent of those companies are small and medium-sized businesses (SMBs)....

Card image cap

The Financial Risks of Building and Managing IT Yourself

Essential Tools & Technologies

It’s natural to weigh your costs and options before you purchase any major IT equipment or service. If you expect to extract value...