Helping People – The power of every conversation
LoanPeople CEO and Scotsman Guide ranked Originator, Max Leaman, shares insights into how he creates a 5-star experience – know their story, educate , & anticipate– a service-first mindset = growth opportunities for your mortgage practice.
1️⃣ Understand their aspirations – everyone has a unique story and a unique dream home. Get to know their journey. Make them feel heard and valued. 👂💕
2️⃣ Educate 🎓 – Share knowledge about credit scores, interest rates, and market trends. We are not just loan originators, we are financial mentors. 💼🧠
3️⃣ Be proactive, not reactive 🏃💨 – Don’t wait for your customers to ask questions, anticipate their needs, and address their concerns before they even arise.
4️⃣ Personalize the experience 🎯 – Remember, we’re dealing with people, not numbers. Personalize their journey based on their needs, preferences, and circumstances. 👨👩👧👦🌟
5️⃣ Keep in touch 🤝 – Regular follow-ups and check-ins can make all the difference. A little hello can bring a big smile. ☎️😀
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About LoanPeople
FLOBLO™
For Loan Officers, By Loan Officers
For Loan Ops, By Loan Ops
At the heart of LoanPeople is: people. LoanPeople is built by Max Leaman, the #1 loan officer in Texas for more than a decade. LoanPeople is built for high-volume originators and branches to deliver a five-star experience on every loan. Grow your production, strengthen referral relationships, and join a company changing the industry.
Surround yourself with professionals who lift you higher:
- Servant Leadership: CEO leads from front;
- Pricing & Comp: top offerings;
- Marketing: proprietary system;
- Tech & Ops: built for high-volume pipelines;
- Products: Unparalleled catalog, including: Jumbo, Non-QM, DSCR, DPA & more.