The Biggest Business Takeaway From 2017

Being engaged has allowed us to focus on what’s important.

The year is coming to an end; we love new beginnings here at EPM.

I was recently asked what is my biggest business takeaway from 2017? I answered with one word, Engage.

You can re-engage, get engaged or just remain engaged, but this year was a down year, we saw a 30-40% drop in the market overall and had we not been engaged, it could have been worse.

The year wasn’t all bad, we saw growth, but challenges can be masked by volume. We hunkered down and engaged our sales, closing, underwriting and referral partners.

We have had conversations with our sales team and used their information as a gage on how to grow our customer base. They needed support and lead generation, we hired a Lead Generation Specialist, she is doing a great job moving us forward. Our conversations with our closers and underwriters led us to re-examine our processes and become quicker and more efficient. We have engaged our customers on our social platforms and are listening for social cues. We are launching new products to connect with potential borrowers.

We are re-thinking what we may have forgotten and trusting what we know about fluctuating rates and the mortgage industry.

Being engaged has allowed us to focus on what’s important.

Hopefully engaging will push you and your business into the New Year with all the momentum that you need to get to your next set of goals.

Salud and Happy Holiday’s Friends!


Eddy Perez, CMB

President, Equity Prime Mortgage


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