From Approval to Loyalty: The Sales Process Part 2

11 Nov 2024 • 41 min • EN
41 min
00:00
41:33
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Get ready for a special episode of The Collective Podcast! This is part 2 of The Sales Process from Season 2, Episode 10, and it"s packed with valuable insights. Jen Moretti, an experienced broker, joins the conversation to show you how to streamline your loan process and make it work flawlessly. From mastering clear communication to using automation for better client engagement, this episode is all about making your workflow smoother. We’ll also talk about building solid relationships with real estate partners and how feedback can help you improve results. If you"re looking to simplify your process and keep clients happy, this is one you won"t want to miss! 00:57 Meet Jen Moretti: A Broker"s Journey 02:49 Building a Bulletproof Loan Process 06:09 The Importance of Enjoyment and Profit in Business 08:58 Navigating the Pre-Approval to Under Contract Process 11:48 Automating Communication for Client Engagement 14:59 Preparing for a Successful Offer 17:50 The Role of Listing Agents in the Process 21:10 Creating Value Through Evergreen Content 23:55 Maintaining Communication During the Contract 27:14 Building Relationships with Transaction Coordinators 30:04 Feedback and Continuous Improvement 32:58 Doubling Revenue Through Strategic Communication 35:50 Final Thoughts on the Loan Process Show Links:  Community Platform: https://products.thecollectivecoaching.com/  Social Media:  Facebook - https://www.facebook.com/TheCollectiveCoachings/  YouTube - https://www.youtube.com/@TheCollectiveCoaching  LinkedIn – https://www.linkedin.com/company/collectivecoaching/  Instagram - https://www.instagram.com/thecollectivecoachingcommunity/

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