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Scripts: How to Increase Established Client Referrals

Scripts: How to Increase Established Client Referrals

Episode #4 – Scripts: How to Increase Established Client Referrals. One of the biggest missed opportunities for increased business for loan officers is from clients that they already have. In this episode Steve Kyles talks about the importance of setting expectations up front, promising the client three things and asking for two things in return.

One of the most important promises you need to make, as a loan officer, is to close on time. When you deliver on what you say, then you can ask for something from your client in return.

You must, however, keep regular, consistent weekly updates and communication through the process to make sure that client expectations are being met and if any issues arise, you can catch and address them quickly and avoid any major fallout later in the mortgage process.

Are you interested in finding out how to close even more loans (without working more hours)? Set up your complimentary strategy call today by visiting, www.FreedomPlanningCall.com

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Podcast

Planning: Lender Theme Days – Who You Should Call Each Day of the Week

Planning: Lender Theme Days – Who You Should Call Each Day of the Week


#5 – Planning: Lender Theme Days – Who You Should Call Each Day of the Week. Prospecting is not a feeling, it’s a science and a tactical action. The most successful mortgage loan officers are those who love the weekly grind of doing the hard consistent building and cultivating that’s necessary to grow their business.

Financial planners, by enlarge, look for $100 million in managed funds, which creates a solid annuity. In the mortgage business, the average family will cycle about once every seven years. So in order to build a sustainable business, loan officers need to be continually prospecting and seeking new business.

In this episode Steve Kyles shares his theme days for success, including the Monday 40 realtor calls, Tuesday’s status calls with buyers, buyers agents and sellers, and more. These theme days will help you continue to grow your business in some areas while others may be entering a slow season.

Are you interested in finding out how to close even more loans (without working more hours)? Set up your complimentary strategy call today by visiting, www.FreedomPlanningCall.com

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Podcast

Prospecting: How to Double Your Results

Prospecting: How to Double Your Results


Episode #2 – Prospecting: How to Double Your Results. Many people think that growing a business is magic, but the truth is that growing a successful business is all about a formula of discipline and hard work. A coach friend of mine says that success doesn’t look sexy.

Success is about doing consistent things that you know work and make you successful. In this episode we will talk about, as a loan officer, it is your job to prospect, lead your team and count the money. Your number one priority is to prospect.

You have to constantly be generating new leads, and be intentional with your day and with your week to fill it with prospecting time. Additionally we will discuss how to be intentional about following through with your promise and then asking for a referral.

Are you interested in finding out how to close even more loans (without working more hours)? Set up your complimentary strategy call today by visiting, www.FreedomPlanningCall.com

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Scripts: Anchor Words For Setting Proper Buyer Expectations

Scripts: Anchor Words For Setting Proper Buyer Expectations


Episode #3 – Scripts: Anchor Words For Setting Proper Buyer Expectations. Words paint such a powerful picture and can set the course of a lender client relationship. The guy who mentored me in the business told me that every time he got of off the phone with a client he wanted them to feel like he was sitting on the 50th floor of the Williams Tower.

This episode addresses many challenges lenders face with buyers and agents who don’t understand what words may mean, and really how to coach people through proper anchor words to navigate through the loan process.

Examples include the difference between pre-qualified and pre-approved, putting buyers at a competitive advantage in the eyes of a seller, and a lender’s failure to perform can cost a buyer thousands of dollars.

Are you interested in finding out how to close even more loans (without working more hours)? Set up your complimentary strategy call today by visiting, www.FreedomPlanningCall.com

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Podcast

Scripts: How to Effectively Move Through a Closing – with Josh Sigman

Scripts: How to Effectively Move Through a Closing – with Josh Sigman


Episode #7 – Scripts: How to Effectively Move Through a Closing – with Josh Sigman. Josh Sigman and Steve Kyles spend this episode covering an effective plan to move closing dates when necessary. People, both agents and buyers, don’t often process through the desired closing date they are asking for.

Adhering to a desired closing date is better served when you, as the loan officer, seek to understand the purpose of the requested date. Sometimes buyers and agents really don’t care so much about the date, yet sometimes the desired closing date may be hinged on factors that must be adhered to.

Clearly communicating expectations to a client, prioritizing the need to close, and knowing these factors early on is paramount to avoid a poor customer experience.

Are you interested in finding out how to close even more loans (without working more hours)? Set up your complimentary strategy call today by visiting, www.FreedomPlanningCall.com

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Podcast

Scripts: How to Maintain Proper Buyer Expectations – with Josh Sigman

Scripts: How to Maintain Proper Buyer Expectations – with Josh Sigman


Episode #8 – Scripts: How to Maintain Proper Buyer Expectations – with Josh Sigman. In this episode, Josh Sigman and Steve Kyles discuss the best practices for setting and maintaining a buyer’s expectations through the entire mortgage transaction.

Topics covered include under promising and over-delivering, selling the terms, walking the client through income, assets and credits, and making a buyer feel confident about you navigating them through the mortgage process. Also, it’s best to remember that you need to remind clients, throughout the process, of the things discussed at the beginning.

Are you interested in finding out how to close even more loans (without working more hours)? Set up your complimentary strategy call today by visiting, www.FreedomPlanningCall.com

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Podcast

Prospecting: How to Build a Realtor Plan

Prospecting: How to Build a Realtor Plan


Episode #9 – Prospecting, How to Build a Realtor Plan. In this episode we discuss how to effectively maintain the right realtor relationships, who to contact, and how to take your relationships to the next step by asking them for a lead and inviting them to an event.

I give you a step-by-step tactical approach for the right people to target, when to contact them and what to say.

Are you interested in finding out how to close even more loans (without working more hours)? Set up your complimentary strategy call today by visiting, www.FreedomPlanningCall.com

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Scripts: Objections to a 1st Realtor Meeting

Scripts: Objections to a 1st Realtor Meeting


Episode #10 – Scripts: Objections to a 1st Realtor Meeting. I make it my goal to call 40 of my top realtors every single Monday. In fact, a fellow loan officer holds me accountable, and if I don’t make all these calls, I have to drive 3 hours and wash his vehicle. Because I don’t want to do that, 40 calls are made by me every week.

In this episode we talk about how to overcome objections realtors will pose to a 1st meeting. The goals of a first call include, asking for a lead, scheduling and face-to-face meeting, plus more. Learning to overcome objections can really increase your relationships and your business.

Are you interested in finding out how to close even more loans (without working more hours)? Set up your complimentary strategy call today by visiting, www.FreedomPlanningCall.com

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Podcast

Scripts: New Lead Call, the Perfect Outcome

Scripts: New Lead Call, the Perfect Outcome


Episode #11 – Scripts: New Lead Call, the Perfect Outcome. This podcast discusses how to set up your first call with a new lead, and how to achieve the perfect outcome – getting them to the next step of the loan process, which setting up the pre-approval appointment.

Things we talk about when setting up the call include building rapport, acknowledging the referral partner and more.

Additional topics include overcoming caller objections, which include helping callers understand the importance of a fast moving market and the importance of positioning themselves for such a large investment.

Are you interested in finding out how to close even more loans (without working more hours)? Set up your complimentary strategy call today by visiting, www.FreedomPlanningCall.com

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Podcast

Planning: Building, Resetting and Reviewing Your Goals – with Josh Sigman

Planning: Building, Resetting and Reviewing Your Goals – with Josh Sigman


Episode #6 – Planning: Building, Resetting and Reviewing Your Goals – with Josh Sigman. Many loan officers and their teams blame their poor execution and performance on the environment – how well rates are, how much inventory there is in their market, among others.

In this episode, Josh Sigman and Steve Kyles talk about how success isn’t blaming the environment but better matching your plan to the environment. Maybe you’re focusing on rates in a low inventory market, when you should be focused on your builder relationships, because they’re the ones doing so well.

Secondly, how well are you executing your plan? Are you doing the things you know you need to do, like following up with customers after closing or calling new leads? Managing your goals is a vital piece to a loan officer’s ongoing success in any market and in any environment.

Are you interested in finding out how to close even more loans (without working more hours)? Set up your complimentary strategy call today by visiting, www.FreedomPlanningCall.com