By JC Kadii, Mortgage Virtual AssistantSM Remember the game, “Show and Tell?” Well, in the mortgage business, it’s a good idea to “Show and Sell!” Just as bakeries provide samples and hair stylists have portfolios, finding a way to show your services is an excellent way to quickly move someone from prospect to client. Granted, …
Category Archive: Active Rain
MS Word Time Saving Tip
By JC Kadii, Mortgage Virtual AssistantSM This Microsoft Word tip is for those of you who have to type long, difficult to spell words. Some examples include: long unwieldy urls, hard to spell names, names with a list of titles or credentials. Microsoft® Word’s Autocorrect feature allows you to create a nickname or shortcut for …
Any Tips for Tokyo?
I am heading for Tokyo next month, which I understand is in the midst of the rainy season. I am very excited nevertheless. I’ve been to Europe and Africa, but no where near Japan. Although this is a business trip, I will have 2 days for sight-seeing. I am also traveling with a friend who lived in Japan …
Successfully Syncing Outlook – Any Ideas?
One of my clients uses Outlook. He’s looking for a way to keep appointments, emails and contacts synced between his PC and his assistant’s. They both have access to the network. Anything complicated (ex., Exchange) is not an option. Have you found a system, software application, or combination that successfully accomplishes this task? Thanks in …
1 Easy Way Mortgage Brokers Can Boost Productivity in 1 Month – Guaranteed
By JC Kadii, Mortgage Virtual AssistantSM Are you looking for ways to boost your productivity as you run your mortgage business? I am going to share one tip. The tip can be summarized in three words: just one thing. Before you leave your mortgage office at the end of the day, complete one more task. …
Dear Mortgage Broker: All the marketing in the world won’t help you . . .
JC Kadii, Mortgage Virtual Assistant . All of the marketing in the world won’t help you if the Federal Reserve Board makes these changes to Regulation Z. Under the proposed rules, it appears that the broker would have to disclose their entire compensation to the borrower, including YSP, before taking an application. Brokers would have …
Upload and Share your Powerpoint Presentation
Are you looking for an easy way to upload and share your Powerpoint presentations? AuthorStream may have the answer. With AuthorStream, you can upload your PowerPoint presentation to share it on blogs, websites, YouTube and even iPods. Any audio narrations, timings, and animations you added will still be there when you upload the presentation. Best …
Outlook Tip: Compose Now, Send Later
Outlook Tip: Compose Now, Send Later By JC Kadii, Mortgage Virtual AssistantSM Let’s say you have a conference call with one of your real estate referral partners next Wednesday. Prior to the meeting, you want to send her a reminder as well as a note covering items you’d like to discuss. Since you’ve just set …
Outlook Tip for Mortgage Professionals: Calculating Dates
Outlook Tip: Calculating Dates By JC Kadii, Mortgage Virtual AssistantSM In a previous Outlook tip, Compose Now, Send Later, I talked about using Outlook’s Message Options feature to send an email at a later date. Here’s another shortcut that I use when: scheduling a Message for future delivery, setting appointments in Calendar, or setting deadlines …
Prioritizing your Outlook Tasks – Part 1
Prioritizing your Outlook Tasks – Part 1 By JC Kadii, MortgageVirtualAssistant.comSM When I posted an Outlook tip on calculating dates , Mara posed the following question: I have a long list of tasks. Do you know if there is there a way to put them in priority order without dating them? Well, Mara, this one’s …
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