Next Level Loan Officers

Building a Trusted Referral Machine w/Kevin Ducey

April 21, 2021 Next Level Loan Officers Season 1 Episode 108
Next Level Loan Officers
Building a Trusted Referral Machine w/Kevin Ducey
Chapters
Next Level Loan Officers
Building a Trusted Referral Machine w/Kevin Ducey
Apr 21, 2021 Season 1 Episode 108
Next Level Loan Officers

On this episode Kevin Ducey, President of Whiteboard CRM, joins Kellen and KT to talk about the value of CRMs. Kevin discusses the mistakes, challenges, and advantages when using a CRM along with how to make any CRM successful for your business. 

5:00 CRM mistakes

10:30 Using your CRM

13:10 CRM advantages

18:15 Expectations 

Quotes:

“When you move to a CRM you have to understand that it isn’t going to be easy.”

“If you don’t like the feel of your CRM, you probably won’t use it.”

“Your CRM will be a nice referral machine if you use it right.”

“When relating with a customer you are trying to build trust.”

“Every hour you spend in your CRM will save you tenfold on the backend.”

Key takeaways

CRM is about change, but you need to pick a CRM that fits your workflow. 

If you are going to have a CRM you have to commit to using it. 

You cannot properly or efficiently manage your database on a spreadsheet.

A good CRM can help you improve in three areas; pre-1003, in process communications, and post-funding marketing. 

Your CRM will power an ultimate referral machine if you let it. 

If you are not viewing your CRM as a cost and not an investment, that is a problem. 

Links:

Next Level Loan Officers - www.BecomeNL.com

Loan Officer Events - loanofficerevents.com

Next Level Coaching Call - https://nl.nextlevello.com/schedule-consultationebk1Ea8h 

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/

Text the word: nextlevel to 36260 to download our app

The Next Level Loan Officers Podcast is a proud founding member of the REAL Disrupt Podcast Collaborative. You can check our more awesome podcasts at REALDisrupt.com

Show Notes

On this episode Kevin Ducey, President of Whiteboard CRM, joins Kellen and KT to talk about the value of CRMs. Kevin discusses the mistakes, challenges, and advantages when using a CRM along with how to make any CRM successful for your business. 

5:00 CRM mistakes

10:30 Using your CRM

13:10 CRM advantages

18:15 Expectations 

Quotes:

“When you move to a CRM you have to understand that it isn’t going to be easy.”

“If you don’t like the feel of your CRM, you probably won’t use it.”

“Your CRM will be a nice referral machine if you use it right.”

“When relating with a customer you are trying to build trust.”

“Every hour you spend in your CRM will save you tenfold on the backend.”

Key takeaways

CRM is about change, but you need to pick a CRM that fits your workflow. 

If you are going to have a CRM you have to commit to using it. 

You cannot properly or efficiently manage your database on a spreadsheet.

A good CRM can help you improve in three areas; pre-1003, in process communications, and post-funding marketing. 

Your CRM will power an ultimate referral machine if you let it. 

If you are not viewing your CRM as a cost and not an investment, that is a problem. 

Links:

Next Level Loan Officers - www.BecomeNL.com

Loan Officer Events - loanofficerevents.com

Next Level Coaching Call - https://nl.nextlevello.com/schedule-consultationebk1Ea8h 

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/

Text the word: nextlevel to 36260 to download our app

The Next Level Loan Officers Podcast is a proud founding member of the REAL Disrupt Podcast Collaborative. You can check our more awesome podcasts at REALDisrupt.com