2024 has been a whirlwind for the mortgage industry, but finding balance through reflection and fresh insights is key. Join me as I share lessons from Puerta Vallarta, why brokers are poised for growth in 2025, and how staying focused can lead to success.
2024 has been a rollercoaster for many of us in the mortgage industry. Colleagues, lender partners, and small business owners alike are all echoing the same sentiment—this year has been different. While challenges persist, resilience and adaptability are helping us navigate these uncharted waters.
To recharge and gain some clarity, I attended a conference in beautiful Puerta Vallarta—a trip that perfectly balanced work and life. Unlike previous years, this one felt transformative. It gave me time to reflect on where I’m headed and what’s truly important. This was not just a break; it was a turning point.
The conference wasn’t just about relaxing in the sun; it strengthened relationships with new and old friends and provided valuable insights into the future of our industry.
One comment in particular stood out:
“2024 is the year for the bank, and 2025 will be the year of the monoline.”
For clients, this signals exciting opportunities ahead. The broker channel is gearing up for growth, offering more tailored solutions and expert guidance.
My takeaway? Stay educated, stay engaged, and always align yourself with a broker you trust.
I also learned the importance of goal setting and accountability. Success is about knowing your direction and sticking to a plan, even when the path isn’t always clear.
To be completely honest, I went to the conference unsure about my future in this industry. The weight of solving every client’s puzzle—finding the right lender, the perfect product, and balancing all the details—can be overwhelming. But reflecting on my journey reminded me of why I started.
I am committed to my clients, my team, and this industry. Every solution we find and every success we achieve together reignites my purpose.
For my clients: know that I’ll always work tirelessly for you.
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