Title Image

Top tips to help loan officers who need to continue working remotely

Top tips to help loan officers who need to continue working remotely

Top tips to help loan officers who need to continue working remotely

Over the past year, so many of us have had to move our workspace to a remote setting. This has most likely been a home office although other options also exist, such as co-working spaces and coffee shops. A number of those who have had to make this change have been loan officers, and many are still working through how to maximize the benefits of working remotely. Here are some tips to help you do that.

Continue to build relationships

So much of your job is communication, such as with clients, real estate agents, settlement attorneys, underwriters, and others. You should continue to build those relationships as you work remotely, adapting that aspect of your work life to a virtual setting. For example, you need to ensure that you are easy to contact and that an open line of communication exists between you and those you work with.

Create an actual home office

If you have space, set aside a room at home that is solely for work. That way your mind will turn to work mode the moment you step inside. Also, have any computers, printers and other office materials that you need on hand there. Conversely, if your home has limited space, consider creating a corner or other smaller area that is dedicated to working.

Set goals and a schedule

You may need to focus more on holding yourself responsible. Set goals, both long-term and short-term, and get after them. Be as specific as possible while concurrently accounting for unexpected things that often arise in this line of work. Setting a schedule and sticking to it will help you be more productive.

Have questions?  Speak to an expert for more information.

Coming Soon!

The New Private Eyes Platform.

Background Checks | LegacyLender Solutions | Login

For any questions contact us at (925) 927-3333.

Site Security Notification

 

Use the buttons below to continue your login.

For SITE SECURITY purposes and to ensure that this service remains available to all users, this computer system employs software programs to monitor network traffic to identify unauthorized attempts to upload or change information, or otherwise cause damage. Unauthorized attempts to upload information or change information on this service are strictly prohibited and may be punishable under the Computer Fraud and Abuse Act of 1986 and the National Information Infrastructure Protection Act.

NOTICE: We will not obtain personally-identifying information about you when you visit our site unless you choose to provide such information to us.

Point of Contact for Security and Monitoring: Frank Santa Elena email: security@pebackgroundchecks.com Information Systems Security Officer (ISSO) for www.privateeyesbackgroundchecks.com phone (925) 927-3333.

For any questions contact us at (925) 927-3333.

Find the Right Lender Solution

Fill out the information below and we will contact you or call us at 925-927-3333



First Name*
Last Name*
Email*
Phone*
Company*
Street
City
State
Zip Code
Number of Employees
Where did you hear about Private Eyes?

Find the Right Background Screening Solution

Fill out the information below and we will contact you or call us at 925-927-3333.



First Name*
Last Name*
Email*
Phone*
Company*
Street
City
State
Zip Code
Number of Employees
Where did you hear about Private Eyes?

Candidate Assistance

If Private Eyes is running your background check, please contact our Customer Service department. A person on our team will be more than happy to assist you

Email: CSS@pebackgroundchecks.com
Call: (925) 927-3333

Private Eyes Customer Assistance

If you are a current customer, please contact our Customer Service department. A person on our team will be more than happy to assist you.

Email: CSS@pebackgroundchecks.com
Call: (925) 927-3333