Partner Talk

Our success is tied to how intentional we are with the activities and mindsets that drive us forward. How do we achieve the balance between our personal lives and running our businesses? What is the big question we need to ask ourselves in order to determine if we feel our lives are on the right […]


The truth about success and leadership in business is that mindset has a lot to do with it. How do we maintain a positive mindset when we hit hard times? What style of leadership makes it easier for our teams to collaborate and collectively problem solve? On this episode, mortgage originator, branch manager and author, […]

  If you’ve entered the real estate market as a buyer or a seller, you’ve inevitably heard the mantra “location, location, location” in reference to identical homes increasing or decreasing in value based on where they’re located. In today’s housing market where home prices are appreciating quickly, it’s important to know that not every home […]

Every year, the New York Federal Reserve publishes the results of their Survey of Consumer Expectations (SCE). Each survey covers a wide range of topics including inflation, labor market, household finance, credit access and housing.       One of the many questions asked in the housing section of the survey was:       […]

As loan officers, we often come across clients that are so far into the buying process that we can’t provide them with additional value. However, with the Core 7 methodology, we can build deeper relationships in our markets, and help clients early in the process of buying a home. How does this methodology help us […]

A new trend has begun to emerge. With home prices skyrocketing in the starter home category, many first-time homebuyers are skipping the traditional starter homes and moving right into their dream homes. What’s a Starter Home? According to the National Association of Realtors (NAR), simply put, a starter home is a one or two-bedroom home […]

Many of the most highly successful people in our industry are also the most miserable. Their personal lives have suffered at the expense of their business success. What are some of the biggest mistakes we’re committing that makes it hard for us to have fulfilling personal lives? How do we build wealth so that we […]

Mortgage interest rates have increased by more than half of a point since the beginning of the year. They are projected to increase by an additional half of a point by year’s end. Because of this increase in rates, some are guessing that home prices will depreciate. However, some prominent experts in the housing industry […]

For most people, the idea of living in a location we love, while still running a successful business is the stuff of dreams. Our guest today has managed to do just that! He is a successful LO with honors such as being included in the Top 100 Originators and 50 Most Connected Mortgage Professionals in […]

Mortgage interest rates have risen by more than half of a point since the beginning of the year, and many assume that if mortgage rates rise, home values will fall. History, however, has shown this not to be true. Where are home values today compared to the beginning of the year? While rates have been […]

We’re a 34 year young boutique mortgage firm where EVERYONE MATTERS. Our goal is not to become the largest company, but the one with the greatest impact. To us, making a daily difference in the lives of our teammates, referral partners and our customers is what makes the work that we do so worthwhile and meaningful.