004: Scripts: How to Increase Established Client Referrals episode artwork

EPISODE · Jul 15, 2015 · 9 MIN

004: Scripts: How to Increase Established Client Referrals

from Loan Officer Leadership · host Steve Kyles

Take the free Predictable Income Map quiz at predictableproducer.com/quiz. Five questions, two minutes. Find out exactly which of the 5 stages you are in and what is keeping you there. #4 – Scripts: How to Increase Established Client ReferralsOne of the biggest missed opportunities for increased business for loan officers is from clients that they already have. In this episode Steve Kyles talks about the importance of setting expectations up front, promising the client three things and asking for two things in return. One of the most important promises you need to make, as a loan officer, is to close on time. When you deliver on what you say, then you can ask for something from your client in return. You must, however, keep regular, consistent weekly updates and communication through the process to make sure that client expectations are being met and if any issues arise, you can catch and address them quickly and avoid any major fallout later in the mortgage processKeywords: loan officer, loans, home loans, mortgage, real estate Ready to build a predictable production system? The 5-Day Predictable Producer Challenge walks you through identity, the math, your warm list, your calendar, and the exact ask, one day at a time. On demand. Start today at predictableproducer.com/challenge. 

Take the free Predictable Income Map quiz at predictableproducer.com/quiz. Five questions, two minutes. Find out exactly which of the 5 stages you are in and what is keeping you there. #4 – Scripts: How to Increase Established Client ReferralsOne of the biggest missed opportunities for increased business for loan officers is from clients that they already have. In this episode Steve Kyles talks about the importance of setting expectations up front, promising the client three things and asking for two things in return. One of the most important promises you need to make, as a loan officer, is to close on time. When you deliver on what you say, then you can ask for something from your client in return. You must, however, keep regular, consistent weekly updates and communication through the process to make sure that client expectations are being met and if any issues arise, you can catch and address them quickly and avoid any major fallout later in the mortgage processKeywords: loan officer, loans, home loans, mortgage, real estate Ready to build a predictable production system? The 5-Day Predictable Producer Challenge walks you through identity, the math, your warm list, your calendar, and the exact ask, one day at a time. On demand. Start today at predictableproducer.com/challenge.

NOW PLAYING

004: Scripts: How to Increase Established Client Referrals

0:00 9:46

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Wild WinsDay Wild WinsDay Pump the hump with WILD WINSday 🐪💪: Your 3-minute weekly video boost for leadership, sales, marketing, and business breakthroughs to WIN the day! Leading From All Sides Abbie Mirata Discover the various styles of leadership, from leading at the forefront to steering from behind, rising to the top or empowering from the bottom. We'll explore horizontal and vertical leadership, leading through your brand, and even leading in your most intimate relationships. Join me in engaging conversations with special guests who are leaders in their careers, communities, and families. Gain insights, perspectives, and invaluable lessons that challenge traditional notions of what it means to lead. Rabbi Ammiel Hirsch of Stephen Wise Free Synagogue Rabbi Ammiel Hirsch Podcast of sermons by Rabbi Ammiel Hirsch, senior rabbi at Stephen Wise Free Synagogue in New York City. Rabbi Hirsch is recognized internationally for his leadership in Jewish affairs and was named by the New York Observer among “New York’s Most Influential Religious Leaders.” The coauthor of the acclaimed One People Two Worlds: A Reform Rabbi and an Orthodox Rabbi Explore the Issues that Divide Them, he previously served as executive director of the Association of Reform Zionists of America. The David Burnell Podcast Life, leadership, and truth forged in real experience. Reflections on service, leadership, faith, and the lessons forged through a life spent in war zones, rescue missions, and humanitarian work. davidburnell.substack.com

Frequently Asked Questions

How long is this episode of Loan Officer Leadership?

This episode is 9 minutes long.

When was this Loan Officer Leadership episode published?

This episode was published on July 15, 2015.

What is this episode about?

Take the free Predictable Income Map quiz at predictableproducer.com/quiz. Five questions, two minutes. Find out exactly which of the 5 stages you are in and what is keeping you there. #4 – Scripts: How to Increase Established Client ReferralsOne of...

Can I download this Loan Officer Leadership episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!