The Four Seasons of a Client: Part 3

Catch Sean Zalmanoff and Shane Kidwell on this week"s podcast as they share real stories from their first year running mortgage companies. Learn how they tackled challenges, built trust with clients, and dealt with changing mortgage rates. If you"re just starting, this episode is full of tips and tricks you don"t want to miss! 01:00 – Reflecting on the First Year 01:54 – Lead Generation 02:24 – Pre-Approval 03:17 – Under Contract 05:13 – Prospecting during the Under-Contract Phase 08:02 – Communication and Clarity 09:12 – Non-Negotiables and Setting Expectations 11:02 – Wednesday Update Calls 12:15 – Creating Trust and Proprietary Value Ads 17:03 – Asking for Feedback and Building Reputation 19:08 – Handwritten Notes and Branding 22:15 – Taking Action and Leveling Up   Takeaways: Leveraging previous experiences and the work put in earlier can significantly help in building momentum in a new venture.    Addressing potential issues early and being proactive in communication helps in smooth transactions and reduces last-minute stress. Viewing different stages of the mortgage process as opportunities for prospecting, especially with real estate agents, can lead to future business growth. Regularly seeking feedback from clients and partners is essential for continuous improvement and adapting to changing market conditions.   Quotes: “We fight, we claw, we scratch to get a deal under contract” “The things that I have been doing, have been building momentum, like that snowball going down a hill.” “You need to have automated communication that is going out as frequently as the football is moving down the field.” “I"m looking up that listing agent. And if I haven"t worked with the buyer"s agent before, I want to know their stats as well too.” “My world"s not fair and I don"t treat everybody the same.”    Show Links: Community Platform: www.BecomeNL.com  Podcast Partner: https://leadpops.com/mortgage/partners/nextlevel/    Social Media: Facebook - https://www.facebook.com/NextLevelLoanOfficers/  YouTube - https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQ  LinkedIn – https://www.linkedin.com/company/next-level-loan-officers/about/