The job description of a loan officer has changed

According to mortgage industry expert Matt Muscat, changes in the mortgage industry and in the financial landscape have made the job of loan officer more important and challenging than ever. Continue reading

Want to crush it in real estate in 2023? Get ready to be the educator

Real estate agents should prepare to point consumers toward information that will help them navigate a return to a normal, slower market, Anthony Lammachia said at ICNY on Wednesday. Continue reading

Never created a real estate budget? 11 smart-money tips to help

In real estate, nothing is guaranteed. Plan ahead, and build good financial habits with these essential budget tips to weather the many seasons of the real estate market, Ojo Labs’ Chris Heller writes. Continue reading

8 hard-learned money lessons from housing-crash survivors

In times of turbulence, the best leaders make tough decisions and course corrections, according to agent Shelley Zavitz. Here are financial lessons from real estate agents who made it through the 2008 market crash to help guide you. Continue reading

3 trends poised to disrupt the real estate landscape

Emerging trends in real estate can sometimes be difficult to understand. Expert Sundance “Monty” Brennan explains why he thinks these 3 disruptors should be on your radar in the months to come as the market continues to shift Continue reading

10 accounts agents need to optimize their business and personal cash flows

Financial experts Jordan Curnutt and Michael Kilner outline a plan to apply the principles of the envelope or bucket method to both banking and investment accounts. That way, you can make your money work as hard as you do. Continue reading

9 resources that’ll make you look smarter about the economy

Want to get a better grip on the big picture elements that affect your business and personal finances? Here are nine ways to easily stay informed every day. Continue reading

Don’t hire a financial adviser without reading this first

Here’s what real estate agents should know about finding a financial adviser and creating a plan that will bolster your pockets and peace of mind. Continue reading

15 smart money management rules to live by

Whether it’s the professional wisdom of a financial adviser or the good advice you got from your parents, there’s always something new to learn about making better financial decisions. From the simple to the complex, here’s a roundup of money moves to … Continue reading

30+ how-tos to keep your finances in check

There are so many financial aspects of the business, and yet one thing we hear over and over again, is that not enough is taught on the topic. So, we rounded up some sage advice from contributors to help guide you on the areas that might be new or long… Continue reading