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
How You Can Create a Next Level Client Experience
On this episode, KT and Kellen talk about creating a rock solid client experience that will generate more referral business. The guys also discuss their playbook on how they great stickiness with their agents and customers.
2:10 Creating a great client experience
12:00 Weekly updates
15:25 Banking equity
Quotes:
“Loan officers usually either have a traffic problem or an operational problem.”
“We like to wait until 10 days after closing before giving a client appreciation gift.”
“One of the biggest challenges for agents are lenders who don’t pick up their phone.”
“When you leave your clients with a truly great experience, they will refer business if you stay in front of them.”
Key Takeaways:
A lot of loan officers like to hide from tough conversations, that is your opportunity.
Create a process that allows you to use sticky points so that you can differentiate yourself.
Ask for reviews when you are CTC’d as oppose to when the loan closes.
Make sure you are staying in touch with your pre-approved borrowers with a weekly phone call.
Every happy client is a potential sales rep for your business.
Links:
Next Level Loan Officers - www.BecomeNL.com
Loan Officer Events - loanofficerevents.com
Next Level Coaching Call - https://nl.nextlevello.com/schedule-consultationebk1Ea8h
Social Media:
Facebook - https://www.facebook.com/NextLevelLoanOfficers/
YouTube - https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQ
LinkedIn - https://www.linkedin.com/company/next-level-loan-officers/about/
Text the word: nextlevel to 36260 to download our app