Full Access tickets are still available for Mortgage Tech Summit ’13 | Orange County.

We are expecting 150-200 attendees, making this the biggest MTS ever. Join the revolution! Bring freedom back to your origination business. Full Access registration includes the entire MTS program, breakfast & lunch on Thursday & networking events in the evenings. Best part, you won’t believe the price!

Register now at ➡ http://mts13oc.eventbrite.com ⬅

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Friday, March 1 • 11:10am - 12:00pm
The Art of Herding Cats: Organize and Streamline your Team and Business

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Do you ever feel like real estate agents, or your clients run you ragged? Like you're always on that fine line between needing their business and feeling like you have no control over your day? What if you could invert that relationship, take charge of your business partners and clients, and teach people exactly how to work with you?

Alissa Alvaraz runs you through her process for establishing her unique "culture" of business conduct. From the first meeting with a borrower all the way through closing, and after. Using carefully craftged language to train, she has a system to educate borrowers so that they follow a consistent routine, and a system for instructing agents how to submit buyer leads and referrals. 

Attend this session to see some of the tools she uses to manage workflow. the scripts and temploates she uses, how she communicates updates to all parties, and how she tracks her pipeline and business sources.


avatar for Alissa Alvarez

Alissa Alvarez

Loan Officer, Broadview Mortgage
I'm a loan officer at Broadview Mortgage, Katella Branch. I began as an industry grunt, worked up to a Realtor, and finally found my place as a Loan Officer. I strongly believe in educating the client so they can make informed decisions, and strive to take the "scary" out of lending... Read More →

Friday March 1, 2013 11:10am - 12:00pm PST
Room 2

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