The Collective Podcast
The Collective Coaching presents in-depth conversations with the nation's leading mortgage team leaders, executives, and branch managers, delivered to you every two weeks. We also feature mastermind sessions with influential coaches, consultants, experts, and speakers. All so you can build the right team, systems, and technology to scale your team to a hundred million without losing your YOU. The Collective Coaching Podcast is a proud founding member of the REAL Disrupt Podcast Collaborative.
The Collective Podcast
From Approval to Loyalty: The Sales Process Part 2
Get ready for a special episode of The Collective Podcast! This is part 2 of The Sales Process from Season 2, Episode 10, and it's packed with valuable insights. Jen Moretti, an experienced broker, joins the conversation to show you how to streamline your loan process and make it work flawlessly. From mastering clear communication to using automation for better client engagement, this episode is all about making your workflow smoother.
We’ll also talk about building solid relationships with real estate partners and how feedback can help you improve results. If you're looking to simplify your process and keep clients happy, this is one you won't want to miss!
00:57 Meet Jen Moretti: A Broker's Journey
02:49 Building a Bulletproof Loan Process
06:09 The Importance of Enjoyment and Profit in Business
08:58 Navigating the Pre-Approval to Under Contract Process
11:48 Automating Communication for Client Engagement
14:59 Preparing for a Successful Offer
17:50 The Role of Listing Agents in the Process
21:10 Creating Value Through Evergreen Content
23:55 Maintaining Communication During the Contract
27:14 Building Relationships with Transaction Coordinators
30:04 Feedback and Continuous Improvement
32:58 Doubling Revenue Through Strategic Communication
35:50 Final Thoughts on the Loan Process
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