Originators have historically been tasked with “training” their borrowers on what NOT to do before their mortgage closing, in order to make their transaction go smoothly. However, every originator can remember situations where their “training” didn’t quite stick…

This episode of Rick’s Picks is meant to help those originators more effectively and memorably communicate this important information to their borrowers.  Feel free to use this video as a tool for your borrowers to understand what NOT to do and WHY NOT to do it…

In this episode:
1) The Don’t Zone – a modern message in a throwback style – it’s funny, but to the point.
2) What Borrowers SHOULD NOT DO during their mortgage loan process
3) Originators, SHARE THIS with your borrowers
4) Some funny outtakes

All in just 5 minutes!

the Do’s and Don’ts LIST to share with your borrowers


OK, if you’re reading this because the title got you, well, I promise you won’t be disappointed.  If you have worked with Crescent Mortgage at all, then you probably know our infamous SVP/National Closing Manager, Bill Fowler. He’s really good at what he does, but there are at least two things that he’s known for: 1XClose Construction knowledge, and some amazing Barbeque.  If either of these items pique your interest, there TWO videos below, just for you.

In this episode of Rick’s Picks:

  1. Bill Fowler, SVP/National Closing Manager
  2. Instruction on 1xClose Construction/Renovation Fees and Modifications
  3. The Barbeque/Construction Lending Metaphor
  4. BONUS Video: Bill’s Grille — you DO NOT want to miss this one. Especially you Texans…

Here’s VIDEO 1 on Construction/Renovation Modifications. Great info to help you understand the process better.

Here’s the BONUS VIDEO: Bill’s Grille – On second thought…Texans, you may not want to watch this one…

We’re right in the middle of purchase and build season, and VA loans are an amazing option for anyone who is eligible.  However, they’ve implemented some changes in the past 6-8 months that affect new construction and they might surprise you. Are you up to speed?  Test your knowledge with our Industry’s favorite gameshow…

In this episode of Rick’s Picks:

  • True? or Not True? The Gameshow
  • Cindy Arras, AVP Crescent Government Underwriting Manager
  • 4 BIG VA Questions. Do YOU know the answers?
  • Some funny outtakes…(if you like that sort of thing)
  • All in about 5 minutes

VA Tangible Net Benefit Bulletin LINK mentioned in Video

For financial institutions willing to take a hard look at their bottom line, and what is included in it, this episode is for you. And while the title of this Rick’s Picks seems to be self explanatory, beware…It might take you by surprise.

In this Rick’s Picks:

  • Bob Shellenberger, SVP tells TWO STORIES that will make you shake your head in disbelief
  • Rick McKinley, VP reveals TWO STUDIES by the MBA
  • For the right viewer, this Rick’s Picks could have just positioned you to hit paydirt

This episode is about 7 minutes long, but it’s worth every second.

Click the video below to view:

They say there’s nothing new under the sun…

Well, if that’s correct, then we should be able to look at what is happening today and interpret it based on what we’ve seen transpire in the past. Agreed?

In this episode of Rick’s Picks:

  • Some current events affecting our industry
  • A quick look at Inverted Yield Curves
  • Back to The Future with Rates
  • A couple of surprises from some Crescent Brass
  • Not necessarily in that order

This one is fun and informative. You don’t want to miss it.

Click the video below to enjoy and learn

January is already gone…and what do we have to show for it, other than a National frostbite epidemic? How about some cash to give away, bikes built for a good cause, and more tools for our Crescent clients to be successful in 2019? Check it out below.

In this episode of Rick’s Picks:

  1. Annual Sales Meeting Recap
  2. Crescent Community Cash
  3. Proprietary Tools for Crescent Clients
  4. And a LOT more, all in less than 5 minutes!

Click HERE for the information mentioned at the end of the episode

It’s the New Year, and most people are focusing on the noise that’s outside of their sphere of influence. This year, let’s look at things differently.

In this episode of Rick’s Picks:

  • Considering production improvements for 2019
  • Marketing tips from Crescent
  • Tools from Crescent you can use, and they’re FREE
  • All that plus outtakes in just 5 minutes!

We’re now in the home stretch of 2018, and all of us reading this are most likely assessing where the numbers will end up for the year, strategizing what to do to improve our group’s performance in 2019. Here’s one idea.

In this Rick’s Picks:

  • Planning for 2019
  • Improve the performance of your Loan Originator team
  • One idea to convert more leads and prospects
  • Just over 5 minutes of super solid info, and while it’s great for your newer sales staff, it’s a great refresher for everyone!

Every year the Mortgage Bankers Association puts on their Annual Conference, and thousands of people gather from around the Country to get up to speed on the latest and greatest (and maybe most concerning) topics in our industry.

This year was no different, and Rick’s Picks was there…

In this episode of Rick’s Picks:

  • Crescent honorees at the conference
  • Rick’s rookie “Snapshots” of the Conference
  • Projections and prognostications from some smart people at the MBA
  • And more – all in about 5 minutes!

It’s that time of year when we bring back the mortgage industry’s favorite online gameshow, True? or Not True?…

In this episode of Rick’s Picks:

  • USDA
  • Conventional/Construction
  • Jumbo
  • Crescent’s Duty To Serve program
  • Plus some funny outtakes…you’ll particularly enjoy this if you’ve had kids, or you were a kid…

All in a fast paced, fun format game show in just 5 minutes! Do you know the answers? Test yourself…click the video and find out!

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