Tag Archives: mortgage industry

Mortgage Expert Insights on Business Planning Strategies, Guest Author Ben Smidt

Mortgage broker business planning

Mortgage loan originators, much like those of us in many professions including title insurance, will start the new year with a predominantly clean slate in terms of new orders in the pipeline. Of course it is hopefully not 100% empty, as orders will come in through December that will hopefully be closing in 2020. But […]

Guest Article: Beware Marketing Services Agreements (MSA’s)!

the downside of MSA

This article concerning Marketing Service Agreements, or MSA’s, was written by Warren Goldberg, President of Mortgage Wealth Advisors and is being shared with his permission. What is an MSA or Marketing Service Agreement? ‘​The residential mortgage origination industry has long used Marketing Services Agreements (MSAs) to establish the terms of certain marketing arrangements. An MSA, written […]

Getting A Mortgage: Man Versus Machine

Photo: Transpanish.biz

Two weeks ago we offered our readers the advice of a mortgage professional who opined on the importance of having a live mortgage industry partner and expert involved in the process of acquiring or refinancing a mortgage! In the article, ‘It Doesn’t Take A Rocket To Get To The Top‘,  Mortgage Wealth Advisors President Warren Goldberg strongly disagreed with the […]

2014 Title Insurance Industry Year In Review…Agent Licensing and ALTA’s Seven Pillars

title insurance licensing in new york state

2014 was a year that witnessed significant changes in the way that title insurance agents in New York State would be monitored and, for the first time, licensed by the NYS Department of Financial Services (DFS)! It also was a year in which title insurance agents needed to prove that they were in compliance with the Seven Pillars of Best Practices established by the American […]

Rationalization in business is a four letter word!

For those of us who own a business, work for a business, plan to start a business or are looking for work, some truths are self-evident and others, well, not so much! In business, some of the self-evident truths include the fact that we need to work hard, have a strategic plan, understand our marketplace […]