April 2021 Newsletter

April 2021 Newsletter: What are PUP's 🌵?

April of 2021 Newsletter!

Welcome to the latest edition of the Agave newsletter. Here's a quick recap of how our March finished up:

  • 59 new clients closed on either a refinance or purchase

  • 238 5-star reviews over the past year between Facebook, Google, BBB, and Zillow

  • 1 1-star review in the last year that helped us improve process and provided multiple learning lessons

  • Hired our 20th team member

  • $2,480 out of $5,000 raised so far for Tillman Scholars at runsignup.com/agavehomeloans

  • 2 new promotions with Carlson Davis to President's Club Loan Officer and Alexa Nenaber to Executive Processor

Our Culture

 

I spoke above about our P.U.P.s (Philosophies U Practice) and the "Cherry on Top." In addition, we have 11 other philosophies we use as a roadmap to decision making. A few examples include:

  • Razor-Sharp Communication

  • Time Value of Hustle

  • Systemize to Scale

  • Multiply the Message

  • and Short-Term Sacrifice = Long-Term Success

As we hire on new folks with diverse experiences, embedding what we believe to be the "winning formula" becomes key in delivering the best possible product to our clients. A new phrase that popped up this week is CIA (we like acronyms). CIA stands for Culture In Action. Think Jack Ryan-type energy and passion but for client service. How do we take these business principles and turn them into action? We start by breaking them down to the micro-level. For example, what is razor-sharp communication? We believe it means seeking to understand someone's full scenario and following the 70/30 rule: 70% listening and 30% speaking. We don't listen so that we can get our next word in, we listen to understand. An expert communicator sets crystal clear expectations and focuses on exceeding those expectations. Now that we've defined just a few of what we believe are the most important components, we train, coach to, and listen for examples of these things. When we're razor sharp, we prop our people out and "Multiply the Message." When we're duller than an old Gillete Mach 3 Turbo, we coach to the opportunity and improve for future scenarios. We're far from understanding all of the necessary principles it'll take for our company to move toward perfection but we're certainly aiming for it. There is much to experience, much to learn, and much to teach. But thinking through the lens of principles you believe to be important has become a great guide to decision making in ANY industry or facet of life. We believe that great communication and the compounding effects of good effort (Time Value of Hustle) can pay dividends in relationships, wealth creation, and health! Figure out your PUPs and put the CIA!

- Marshall Gottlieb, CEO

Inventory is low. Tightening supply of residential housing caused a 10.6% drop in homes under contract from January to February according to the National Association of Realtors.The median existing-home price for all housing types was near $313,000 nationally. That number is up around 15.8% year-over-year.2020 Mortgage Lending rankings came out for total originations and volume. Rocket Mortgage was #1 with $313.41B in total volume. United Wholesale Mortgage finished #2 with $182.82B in volume. Source: Housing Wire

Alexa Nenaber just got promoted to our highest operations position as our newest (and only) Executive Processor. She is the perfect example of culture in action and has helped close 149 loans in under 9 months. Not only does she process, she closes, coordinates funding, builds trainings, and mentors.She is the only Agave Home Loans 2-time MVP.

Mortgage/real estate experience: 6 years in mortgage operations

Best part about working in mortgages: Helping clients achieve their financial goals

Mortgage business pet peeve: Getting re-conditioned

Favorite restaurant: Anywhere with a good steak

Favorite movie: Princess Bride

Favorite musician: Journey

Favorite hobby or pastime: Game nights with friends

Favorite quote: “Whether you think you can, or you think you can’t – you’re right.” – Henry Ford

Hometown or where you’re from: Chandler, AZ

Fun fact: I’m a twin

AGAVE HOME LOANS

MORTGAGE BROKERAGE

PHONE 888.300.3440
EMAIL [email protected]
WEB www.agavehomeloans.com
AGAVE NMLS #1951574

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