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Beyond automation: How marketing tech can empower loan officers in 2025

Housing Wire

Should the goal of marketing technology be to make it so that a loan officer never needs to log in? I started in the mortgage industry in 2015, working for large banks that were heavily invested in using technology to simplify the loan process for everyone involved. Ordering an appraisal was as easy as pushing a button.

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Does Refinancing Affect Your Taxes?

Assurance Financial

Though you can conduct business from other places, your home office may need to be the place where you work the most. Frequent and exclusive use: If you want to claim a home office deduction, you may have to use it for business purposes only. This means you and your clients use the office space only for your business.