Amir Syed

My Modern Loan Advisor Tech Stack:

Content:

Typshare.co: written content frameworks)

ChatGPT 4.0: ideation

Education:

MBS Highway

Mortgage Currentcy

Lead-to-Closing:

Calendly: scheduling

Big Purple Dot: CRM

Encompass: loan “manufacturing”

Mortgage Coach: loan presentation

Lender Marketing Platform: showcase

Optimal Blue: loan pricing (the rate alert feature!)

Post-Closing:

MonitorBase: predictive alerts (and credit inquiry alerts)

Testimonial.to: video & text client reviews

myHomeIQ: database email marketing

Team:

Dashlane: password keeper

Loom: screen recording (training)

Slack: instant messaging and group chat

Trello: project management (project management)

Notion: knowledge management system (guidelines, etc.)

Email:

Boomerang: auto follows up on your non-replied emails!

Ablebits: email templates stored

I'd love to hear your thoughts and your stack: ⬇️

Loan Officer Compensation Laws:

Purchase Transactions: Salary
Refinance Transactions: Bonuses
Annual Mortgage Reviews: Residual
Owning Investment Property: Passive

Pay attention to this to get paid for a long time.

8 mindset shifts that'll take you from struggle to success:

1. Failure = Feedback

Failing doesn’t invalidate you. It’s just a data point. Analyze it, adjust if needed, and make another attempt quickly.

2. No = Know

If someone says “no” to you, you benefit from it in two different ways.

First, you know the answer. Second, that person now knows who you are, and every subsequent touch point increases trust.

3. Trying = Triumph

If you try, you have a chance. If you don’t try, you have no chance at all.

That’s a cliche, but it’s true. Do first, learn second, persist always.

4. Give value = Get value

You won’t be very successful if all you do is ask other people for favors.

Instead, remember that smart people invest in themselves to be of value so they can give value.

5. Obstacles = Opportunities

Hitting a wall isn’t a bad thing. It tells you that the next level is getting close.

Work through obstacles. When you break through, opportunity presents itself, and growth is right behind it.

6. Bad = New

Being bad at something usually means you’re new and lack experience; bad is good.

The solution is to get experience. Show up, put in the reps, and get better.

7. Feedback = Fulfillment

Criticism and passive feedback (like getting ignored) often hurt people deeply.

But they shouldn’t. Feedback is shortcut fuel for your improvement engine.

8. Small wins = Big wins

Don’t think about winning life. Don’t even think much about winning this year.

Instead, think small. Win days. Win hours. Do that enough, and you’ll win for decades.

I hope one of these impacted just one person today.