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Helping People – The power of every conversation

Published On: July 25, 2023

:rocket::house_with_garden: LoanPeople CEO and Scotsman Guide ranked Originator, Max Leaman, shares insights into how he creates a 5-star experience – know their story:ear:, educate :mortar_board:, & anticipate:runner:– 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


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.