• CASE STUDY: Making The Loan, The Rate, The Deal... Irrelevant... And Winning The Client Everytime.

  • Apr 28 2024
  • Length: 29 mins
  • Podcast
CASE STUDY: Making The Loan, The Rate, The Deal... Irrelevant... And Winning The Client Everytime. By cover art

CASE STUDY: Making The Loan, The Rate, The Deal... Irrelevant... And Winning The Client Everytime.

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  • Summary

  • Do you want to know how to win the client every single time?

    (and have them actually convert into a settled deal and not fall off the radar)

    Before you do any work. Before you invest time and effort. Before you give them the solution or answer.

    There’s a way to win clients…

    Without talking about loans, rates or deals.

    The answer is NOT:

    • Selling the dream (or the sizzle).
    • Selling the promise of fast and easy.
    • Selling the cheapest rate or best deal.

    There’s a framework we follow (and teach our mortgage broker members) during the first part of our Trusted Advisor process called the Triage. What you do during Triage will either win or lose the client.

    In this episode of Mortgage Broker Acceleration, you’ll learn exactly what you should be selling during your first conversation… to win the business before you’ve done any work… and make the loan, the rate and the deal irrelevant.

    Accelerate Faster

    • You can visit Broker Ideas Group to learn more about us, access special events and download useful resources designed exclusively for mortgage brokers.
    • Want to work with James, Ash and the BIG team to grow your mortgage business faster? Our Growth Coach team can help you. Let's talk!
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