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Add your signature to PDF disclosures free

May 17, 2011 Leave a comment

Let’s face it…as the world goes paperless so are loan originators.  The link I am providing will show you exactly how to create a signature and then show you step by step how to add it to a PDF document.  It is absolutely brilliant and the instructions are very easy to follow.  With this technique I was able to benefit in more ways than I can count.  Once you go through the steps few times it’s fairly quick to do and prevents you from having to print out documents to then scan them right back in.

It’s nice having an electronic signature period.  Below are few ways they can be used:

  1. Add to your Pre-Approval Letter template.
  2. Add to your disclosures before sending to your client.  This way it is on the document already when it is faxed or email back.
  3. Make an LOE (letter of explanation) template with your signature so your LOE is almost done before you even write it.
  4. Online document, letter or document sharing.

The link to an article that changed my life for the better: How to add your signature to a PDF

Best regards,

Categories: Tools for Today's MLO

Using Micorsoft Outlook Signatures for template emails

May 16, 2011 Leave a comment

As a loan originator it is important to use your time wisely.  Most of your time should be spent originating new loans and let’s face it writing emails can be extremely time-consuming. I am constantly trying to figure ways to save time and be as productive as possible.  In doing so I noticed that a lot of my emails are the same or very close to the same whether it be saying thank you, getting a potential client to fill out an application, requesting disclosures, etc.

A very simple way using Microsoft Outlook, pick a type of email that you use all the time, take the time to complete the email exactly the way you think it should be written including your full signature and save it as one of your Outlook Signatures.  This process is very easy and you can even go back to old emails and copy one that you know you will use often and paste it in the body of a new Outlook Signature.  The is little tick has not only saved me tons of time but changed my life!

Not sure how to set up a signature in Outlook? Go here: Outlook signature tutorial

Once you have completed a handful of Signature emails you will be able to insert the one you need at any given time.

Tip: When you start a new email, hover over your default signature and right-click to see a list of all your signatures.  This option will allow you to pick the signature of choice.

I hope you find tip useful.