The Collective Podcast
The Collective Coaching presents in-depth conversations with the nation's leading mortgage team leaders, executives, and branch managers, delivered to you every two weeks. We also feature mastermind sessions with influential coaches, consultants, experts, and speakers. All so you can build the right team, systems, and technology to scale your team to a hundred million without losing your YOU. The Collective Coaching Podcast is a proud founding member of the REAL Disrupt Podcast Collaborative.
The Collective Podcast
Maintaining Client Bonds
In this week’s podcast episode, Sean Zalmanoff and Shane Kidwell discuss strategies for loan officers to build lasting relationships with clients, utilizing technology, social media, and community events, with a focus on engagement beyond the loan closing process.
2:58 – Building Relationships After Closing
10:54 – The Power of Follow-Up
15:16 – The Importance of Branding
18:18 – Teasing a New Product
Takeaways:
It's crucial to establish trust with clients throughout the mortgage process and beyond. This involves being transparent, responsive, and reliable from the first interaction to well after the loan closing.
Always be ready to evolve your strategies to meet the changing needs of the market and your clients.
Host local events to connect meaningfully with both the community and your clients. These events provide opportunities for direct interaction with potential and existing clients, building a sense of community and showcasing your commitment to your local area.
The mortgage industry is dynamic, and staying updated with trends, technology, and client needs is crucial. Continuously adapting your strategies, learning new tools, and applying innovative ideas will keep you ahead in the competitive market.
Quotes:
"That first season is really about building trust, right? Like if you go to a car lot and they don't tell you the price of a car and they ask for your credit card, your date of birth, your social security, you're not going to have trust."
"If COVID didn't teach you anything, it should have taught you the importance of having a strong network."
"Impact is far more important than the amount of money you spend on people."
"If you have a dialed in post-closing process, experience, path for engagement, cadence, you make way more than 1% on that past client."
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/