Tag: Loan Officer

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

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

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

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

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

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