If you're a mortgage professional looking to provide a seamless and exceptional client experience, this podcast episode is for you. Jeff discusses two vital client interactions: the initial consultation and the prequal consultation. Establishing a consistent process is key to delivering a high-quality experience to your clients.
During the initial consultation, you ask a series of questions to understand the client's scenario and build a personal connection. The information gathered is recorded in a CRM system, and you follow up with an email containing an application link and necessary paperwork. Collaboration with the referring real estate agent is crucial, as you copy them on the email and provide regular updates.
Once the client is preapproved, you schedule a prequal Zoom consultation. This longer meeting allows you to discuss important details, such as background information, credit scores, fees, different financing options, and the overall homebuying process. By addressing potential concerns and providing clear explanations, you establish trust and ensure the client feels comfortable.
After each consultation, you take post-meeting steps to document key information, send follow-up emails to the client and referring agent, and update the CRM system accordingly. Regular communication with pre-approved clients is maintained through biweekly check-ins to address any questions and add value to their homebuying journey. Additionally, you emphasize the importance of under-promising and over-delivering when it comes to financial numbers and costs, aiming to exceed client expectations.
By implementing a consistent process and refining it over time, you can provide a superior client experience, irrespective of your mood or energy level on a given day. Building trust, establishing strong relationships with real estate agents, and delivering clear and comprehensive information are the foundations of a successful mortgage practice.
Important Links & Info:
Follow Jeff:
Instagram: https://www.instagram.com/jeffsmithaz/
Facebook: https://www.facebook.com/profile.php?id=100002927397116
LinkedIn: https://www.linkedin.com/in/jeff-smith-40627016/
Jeff Smith - Tiger Home Loans
📲 480.909.4000
📩 jeff@tigerhomeloans.com
🔗 www.tigerhomeloans.com
Equal Housing Opportunity
Tiger Home Loans NMLS: 2425582 NMLS: 413643
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