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. ☎️😀