Selling Your Book of Business | Ep. 458
Jul 30, 2024•37 min•Ep. 460
Episode description
D.O. shares his experience and insights on selling a mortgage loan officer's book of business. He discusses the process, challenges, and strategies for successfully transitioning clients to a new loan officer, using his own five-year transition plan as an example. This valuable information is crucial for mortgage professionals planning their exit strategy or looking to grow their business through acquisition.
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