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The Collective PodcastAuthor: The Collective Coaching
The Collective Coaching presents in-depth conversations with the nation's leading mortgage team leaders, executives, and branch managers, delivered to you every two weeks. We also feature mastermind sessions with influential coaches, consultants, experts, and speakers. All so you can build the right team, systems, and technology to scale your team to a hundred million without losing your YOU. The Collective Coaching Podcast is a proud founding member of the REAL Disrupt Podcast Collaborative. Language: en Genres: Arts, Business, Careers Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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From Approval to Loyalty: The Sales Process Part 2
Episode 10
Sunday, 10 November, 2024
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 Journey02:49 Building a Bulletproof Loan Process06:09 The Importance of Enjoyment and Profit in Business08:58 Navigating the Pre-Approval to Under Contract Process11:48 Automating Communication for Client Engagement14:59 Preparing for a Successful Offer17:50 The Role of Listing Agents in the Process21:10 Creating Value Through Evergreen Content23:55 Maintaining Communication During the Contract27:14 Building Relationships with Transaction Coordinators30:04 Feedback and Continuous Improvement32:58 Doubling Revenue Through Strategic Communication35:50 Final Thoughts on the Loan ProcessShow 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/
