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  • Services
    • Tax Preparation
    • Home Loans
    • Personal Finance Coaching
  • About Us
    • Meet Chad
    • Meet Emilie
    • Chad's Story
  • Client Resources
    • Tax Resources
    • Home Loan Resources
    • Financial Coaching Resources
  • E-News
  • Client Reviews
  • Contact Us
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Business Builder Blog

Making Finances Simple. Changing Lives.

3/24/2016

Turn A Declined Offer Into A New Listing

​A few months ago we sent you an email about Turning A Single Listing Into Multiple Listings. This email is a sequel to that one, sharing another way to expand your listing inventory.....
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2/25/2016

Don’t Miss These Tax Deductions On Your Return

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Our goal is to help your business any way we can. As lenders who also prepare taxes, we want to make sure you’re taking advantage of all the tax deductions available to Realtors. See below for some ideas.....
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2/4/2016

Tax Time Is A Perfect Time To Turn Renters Into Buyers. Here’s How...


​We want to help you do more business. We’re in a unique position to do so because of our tax expertise. See below for a specific idea to use with your prospective clients.....


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1/7/2016

Take Advantage of Fed Rate Changes

​As you know, the Federal Reserve increased its benchmark interest rate last month by .25%. Here’s how you can take advantage of this change.....

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12/10/2015

Turn A Listing Into Multiple Listings

The toughest part about our businesses, real estate and home loans, is getting the business in the first place. But once we get the business, it’s important to turn that into more business. Here’s a common strategy that is rarely used.....

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11/19/2015

Expanding Home Purchase Options - More Guideline Changes

Fannie Mae is at it again with more guideline loosening to open up qualifying options. See below for more about these changes.....

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10/15/2015

We Won't Let TRID Slow Down Your Closings

Many in the real estate and mortgage industry fear the changes brought along with TRID (new disclosure guidelines). But you have nothing to worry about; here’s why.....

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8/20/2015

Additional Fannie Mae Guideline Improvements

Below is a list of some recent Fannie Mae guideline changes that will help more buyers and existing homeowners qualify for loans.....

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7/30/2015

Four “Out-Of-The-Box” Loans, Successfully Closed

We pride ourselves on being able to close the difficult loans, without making life difficult on our clients. Here are four different examples of how we’ve recently made finances simple for our clients.....

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7/9/2015

Technology Tools For Your Business

As a fellow business owner, I just thought I’d share some technology tools I’ve found helpful with my business. Maybe you’ll find a new tool you can use.....

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