Tag: Loan Officer

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