80: 7 Tactics to Get Client Documents in Faster episode artwork

EPISODE · Jan 28, 2025 · 17 MIN

80: 7 Tactics to Get Client Documents in Faster

from Commission Breath | For Mortgage Brokers & Loan Officers · host Tom Moffat & Brandon Love

WATCH ▶️ Watch this episode on YouTube ***   EPISODE DESCRIPTION In this episode, Brandon and Tom do a deep dive on 7 different tactics you can use to get applications & documents in faster from clients, so you can client experience and boost efficiency. Brandon and Tom discuss: → Developing a client roadmap, making it easy, and explaining the "why". → Setting deadlines and providing incentives. → Looping in referral partners and staying top of mind with social media. ***   TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → [email protected] 🔫 Bulletproof Compliance Guide ***   CONNECT 📸 Connect on Instagram (CB) 📸 Connect on Instagram (Tom) 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify ***

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80: 7 Tactics to Get Client Documents in Faster

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