This document provides tips for loan originators to improve themselves and be the best in their field. It recommends building personal relationships with clients through follow up, branding oneself to stand out from competitors, continuously educating oneself on industry changes to be an expert, having a positive attitude and setting goals to take action.

1. Improve Yourself! Be the Best Loan Originator You Can Be!
Build personal relationships! Never leave anything to “technology”. A er marketing
to your clients, make sure you follow up with an email, call and/or visit.
Be a leader! Stand out from your competition! Make sure you brand yourself and put
yourself out there so you are recognizable. Always leave your mark, rather it be your
business card in the doctors o ce or a good impression on a potential client. Word
of mouth travels fast, make sure it’s a positive imprint!
Invest in yourself. Knowledge is key. Always educate yourself. Keep up with what’s
going on in the industry. Stay on top of changes (guidelines, credit, FHA, regulatory etc.).
It’s your reputation, make sure you are up to speed! You be the expert!
Stay positive and con dent! Label yourself rather than having others label you.
Stay on top of your game. Be in it to win it.
Ignite your passion! Change your perspective to be passionate about the market.
Brag about how wonderful the market is, how low rates are, how many homes are
on “sale”. Stay excited, it’s likely your enthusiasm will rub o on others.
Set Goals! Ideas are worthless if there’s no action. Make sure you follow through!
Happy Originating!
Kristine Bestler
Executive Vice President
773.FUNDING o ce OPTIMAL SERVICE. OUTSTANDING STAFF. OPTIMISTIC APPROACH.
312.371.9436 direct
kristine@optimusfundingcorp.com
EQUAL HOUSING LENDER ILLINOIS RESIDENTIAL MORTGAGE LICENSEE 2101 Division Street Chicago, IL 60622 www.optimusfundingcorp.com