Category Archives: Insights

3 ways to be kind to your underwriters on real estate portfolios

busy underwriters

You nurture relationships with your go-to underwriters. You respect their time and business goals. You’re very careful not to burn them out on low-bind percentage opportunities. So you conscientiously balance your submission flow. Here are 3 specific ways to make your accounts easier to underwrite and service Reduce submission data confusion and frustration.  Instead of […]

Imagine a world without spreadsheets? Come on you can do it!

With the deadline looming on the biggest opportunity you’ve had in years, your prospect emails multiple SOVs, loss runs, and a data room link. To record the lead, you format and fill in a New Prospect Spreadsheet which corporate requires you record in the company’s Master Prospects Spreadsheet. To figure out the deal, you open […]