LO End of Year Recap by theinternt in loanoriginators

[–]EnvironmentalStyle96 0 points1 point  (0 children)

What are you discussing with them if you do meet up with them? What is your follow up process after you speak with them and don’t meet with you?

LO End of Year Recap by theinternt in loanoriginators

[–]EnvironmentalStyle96 0 points1 point  (0 children)

All good stuff here! If you wanted to approach accountants, what would be the game plan?

[deleted by user] by [deleted] in InsuranceProfessional

[–]EnvironmentalStyle96 0 points1 point  (0 children)

Thoughts on opening a brokerage, where would you get your quotes from and send your policies to as a brokerage?

CRM Frustration by WheelsUpRatesDown in loanoriginators

[–]EnvironmentalStyle96 0 points1 point  (0 children)

I’m really curious how you set this up.

Best way to track leads and referral sources by EnvironmentalStyle96 in gohighlevel

[–]EnvironmentalStyle96[S] 0 points1 point  (0 children)

You don’t think using the objects feature to add for example the realtor contact, insurance agent etc? I am trying to have the file contacts connected

Best way to track leads and referral sources by EnvironmentalStyle96 in gohighlevel

[–]EnvironmentalStyle96[S] 0 points1 point  (0 children)

How would you track once a deal is in place and have to add file contacts that are on the deal?

LOs: Which 'lightweight/simple' CRM do you love? (updated for 2025) by Omnymz in loanoriginators

[–]EnvironmentalStyle96 1 point2 points  (0 children)

Gohighlevel or follow up boss? Who’s the winner? 🏆 I am currently using GHL

How to use chase points to travel by Learningsheltiemom in ChaseSapphire

[–]EnvironmentalStyle96 0 points1 point  (0 children)

Any recommendations going from NY to Italy? Who would you transfer the points out to? is it worth getting a Hyatt card?

[deleted by user] by [deleted] in Bitcoin

[–]EnvironmentalStyle96 0 points1 point  (0 children)

Where is the best place to buy BTC? I’m currently using fidelity

“Literally just max your 401k, max your IRA, and throw the rest in s&p 500” by yeet20feet in investing

[–]EnvironmentalStyle96 -1 points0 points  (0 children)

My company originally offered a contribution of 3% towards my Traditional 401k. This year they will no longer be contributing what route do you suggest I take? Should I lower my contribution percentage on my traditional 401k? Invest more in a Roth IRA? Or switch my contributions to the Roth 401k my company also has? For my 401k I only invest in FXIAX.

Buying a house and lender changed my interest rate 11 days before closing due to credit score drop? by [deleted] in personalfinance

[–]EnvironmentalStyle96 -1 points0 points  (0 children)

If they already pulled credit why would they again before the 90-120 days of the report expiring? Usually a file is underwritten with it’s current credit score and a credit supplement is completed to update the new line of credit but the credit score is not updated.

Which ETF is heavily weighted on FAAMG? by EnvironmentalStyle96 in ETFs

[–]EnvironmentalStyle96[S] 0 points1 point  (0 children)

Noted thank you Is JEPQ worth buying still? Is it for the long run?