Next Level Loan Officers

Adding Value to Your Database with Guest Dan Munford

May 23, 2023 Next Level Loan Officers Season 1 Episode 212
Next Level Loan Officers
Adding Value to Your Database with Guest Dan Munford
Show Notes

On this episode, Dan Munford Branch Manager of Benchmark Mortgage, joins Shane Kidwell and Kellen Vaughan to talk about how to add value to your database. Dan discusses how to categorize your database into 5-star groups to determine what you can do to provide value for them.

2:08 – Dan Munford’s Background

3:28 – Database

4:36 – Meet with Your Database

9:46 – Affinity Network

13:18 – Static and Dynamic

 

Takeaways:

Owning your database and the real estate partnerships are the fundamentals that a lot of us forget to nourish and master in order to grow and sustain our business.

Helping your past clients add value in their profession will help them to be more likely to refer you more business.

Creating this personal network and brand of five-star services helps bring more continuous business to each party within the network.

The more people you know and hang out with the more your business starts to grow.

It’s great to be able to do business with people you already know and have a relationship with.

Adding value to your database will create referrals.

 

Quotes:

“Instead of calling your database, you’re going to meet with your database.”

“The goal here is: let’s use all of the tools that we have that are free.”

“Because we are bringing them business no one needs a coupon because we are bringing value.”

“Adding value creates referrals.”

“The goal is to add value.”

“We got to get creative and use the free tools we have at our disposal.”

“The more people you hang out with the more your business starts to grow.”

“Think about the compound effect the compound could be huge.” 

“Don’t we want to do business with the people that we love and care about?”

 

Show Links:

Community Platform: www.BecomeNL.com 

Podcast Partner: https://leadpops.com/mortgage/partners/nextlevel/ 

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/