As we round off the first quarter of the year, now is the time for you as a small business owner to revisit your business plan and adjust—do a little “spring cleaning,” if you will. It is the right time to recess, evaluate, and think about the state of your business. As the dull winter Continue reading »
It’s no secret that technology has changed (and continues to change!) the way we do business and communicate with customers. Whether they want to shop, bank, or buy a home, consumers are seeking information and taking control of their purchase power through the use of technological devices and mediums. With over 50% of potential homebuyers starting Continue reading »
April is known for its “April Showers,” taxes, pranks, and Easter eggs. But did you know that the month of April is also associated with financial empowerment? In fact, the US Senate passed a motion that made April the National Financial Literacy Month back in 2004, dedicated to helping the American consumer make the most Continue reading »
It’s that time of year — tax time. It’s also a great time to get up to speed on tax-related scams. Here are two ways tax scammers might target you and what you can do about it: Tax identity theft This kind of identity theft happens when someone files a fake tax return using Continue reading »
The new year has come, giving you a traditionally opportune time to adopt new business practices. If you haven’t done so before, this year should be the year for you to approach your lending business with more of a thought-out and planned strategy. When building your strategy, here are five things to keep in mind. Continue reading »
The new year is fast approaching, and now is the perfect time for you to plan out where you want to take your lending business in 2018. Whether you aim to increase the number of closed loans by a certain percent each month, or cater to more refinancers in the future, there are a number Continue reading »
Working in the mortgage industry, you understand that a great deal of being successful comes from building and nourishing relationships. This can sound like an easy task—we do it every day with friends, family, and coworkers—but can prove to have its challenges when it comes to client relationships, especially if you have a disorganized process. Continue reading »
Check fraud is on the rise due to today’s advanced technology that makes it easier than ever to replicate your checks. Small businesses are especially vulnerable to check fraud. However, there are ways in which you as a business owner can proactively protect yourself and your business from becoming a victim of check fraud. One Continue reading »
Businesses need a healthy amount of working capital or “start-up funds” to help them grow. Having a solid plan for access to these funds ensures your business will not only get its feet off the ground but also thrive during times of rapid growth or unexpected plateaus.
Question: When you receive a recommendation from a friend or family member on something that you would consider a large purchase, what is one of the first things that you do for research?
