I love working in a dream-making industry. Honestly, how could I not? Everyday I get to help people invest in a future that aligns with their most fundamental joys. On top of that, I've had the pleasure of building relationships with colleagues and industry professionals that I wouldn't trade for the world. But if we take an honest look at the mortgage industry over the past decade, it's easy to see the way we engage with the housing process is changing. Technology and career saturation have made a huge impact on how we operate (I think it's safe to say we all know someone who's either financing or brokering homes - if not multiple people).
So, when I thought about how our team was showing up and standing out in the industry, I thought of something we’ve been doing well for decades: embracing the human element. Fostering something in our client relationships that felt…homey and special and beyond a commodity. We see words like “professional”, “experienced”, and “integrity” all the time in our industry, but I kept thinking…
Shouldn’t you be able to expect your mortgage team to be professional, experienced, and to act in your best interest? Shouldn’t these qualities be a prerequisite to the job, not the job description itself? For us, stopping at “professional” seemed like a missed opportunity to do something much bigger. Because as serious and business-like as a home loan is, it’s also - maybe more importantly - deeply personal.
There’s no denying we live for evaluating a financial landscape, but we don’t care about numbers for the sake of indulging our analytical side (although that’s fun too)…we care about what they mean for YOU. How they affect your lifestyle, your day-to-day financial freedom or stress, your monthly and yearly reality, your plans for the future.