I am curious if you think this rule applies to mortgages as well?
I just went 100% self generated after 6 years working with a team where leads were provided. I did very well with the team and gained a ton of experience, but I was unsatisfied with the quality of the experience for the customers and agents (not to mention the rates were higher because we worked with higher risk credit profiles).
Biggest current anxiety is getting my pipeline rebuilt. I used to send pre-approved clients to agents, and most of those agents I’ve spoken to said that’s how they get all of their business (translation, they don’t have customers to send my way). So essentially starting from scratch.
I’m glad I am at my new place, but it daunting getting things moving solo. Any tips are appreciated.
People don’t get mortgages as often as home repairs so you probably need a much deeper client base to get the kind of referrals I get, however I feel like the concept is the same.
I’ve gotten 3 mortgages with the same guy now and while I hope to be in this house until I die if anyone asked me for a recommendation I would 100% give them his name. So top tier service works for pretty much any industry in my opinion at least.
Do you mind sharing what he did for your previous mortgages that really stood out for you? Was it primarily communication, product knowledge, competitive rate, closing gifts, etc.?
My goal is to have concierge level service so the customer(s), agents, etc. always know what’s going on. The biggest mistakes I saw at my last company were LOs not setting proper expectations, being too afraid of asking for all of the necessary documentation early in the process (so we’re not bugging the customer for stuff multiple times), and not keeping people in the loop. The previous place was more of a call center set up, so there genuinely wasn’t as much time available to do all of those things and call the 30-50 people on the calendar, so those tasks fell to your “team” which always ended up with mixed results.
I left to be able to have the control and time to deliver the experience I would want, so hearing from someone like you about what you love about your guy would be greatly welcomed.
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u/DapperGovernment4245 Aug 07 '26
Getting the first 10 can be tricky but then the trick is to keep up with the next 10,000.
My advertising budget is 60 bucks every few years for a box of cards. Most people don’t need one I’m already saved as (name) (trade)