InfoMinute Seminar

Orientation Essentials

<p>This is an interestig question to evaluate for the mortgage industry: We have tried to automate the industry to enhance the customer service experience when it comes to the original application to collecting documents. As a loan officer, we cannot lose sight of the fact that perosn to perosn contact via phone, email, text, video, and face to face always is important and is the ultimate to gain/maintain trust. If we lose sight of the delicate balance of person to person contact combined with technology; this will diminish effectiveness for the client, the loan officer and ultimately the industry/relationship. Technology makes our industry efficient, a degree of perosnal contact is needed to maintain effectiveness for&nbsp; our parties.</p>

There is a distinction between efficient and effective.

Share a business process you use that could be done more efficiently, but would cost your clients effectiveness.

Efficient vs. Effective | PowerCore.net

Efficient vs. Effective

10-year Pin

5-year Pin

3-year Pin

Professionalism: Tasked with running a professional weekly meeting and directing the LeadershipCore in alignment with a proven success structure.

TeamCoOrdinator

Equality: Provides an equal platform for self-promotion so Members both recognize and receive referrals.

ParticipationCoOrdinator

Opportunity: Provides a steady stream of new opportunities.

VisitorCoOrdinator

Opportunity: Assists the VisitorCoOrdinator.

VisitorCoOrdinator 2nd

Quality: Provides an environment of quality and trust so Members are comfortable referring clients to each other.

MembershipCoOrdinator

Recognizing having completed Mentor coffees, Orientation, InfoMinute Seminar, and 90 day evaluation.

Victor Nassar

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