The Tools Don't Suck, But Your Process Does | Ep. 443

Set Expectations, Define Needs vs. Wants, and Commit Before Buying New Tools The speaker shares quick advice for loan officers choosing tools like CRMs, NBS Highway, or Mortgage Coach: start by defining clear expectations for what the tool should do before taking demo calls, then create separate “needs” (non-negotiables) and “wants” (nice-to-haves) lists. They warn that many people buy tools based on what others recommend rather than their own business requirements, and note that many succes...