Loan Officers: Unlock the Secrets to a Successful First Meeting with a Realtor
Pat Sherlock
Need more Realtor referral sources to meet your sales goals?
Never had to self-source Realtor referrals before?
Unsure how to make the most of your first Realtor meeting?
Our guide takes the guesswork of how to have a successful first meeting with a Realtor. First impressions matter in sales and starting off the relationship on the right foot for long-term success is critical.
What You'll Learn:
- Preparation Tips: What you should know about the Realtor before meeting
- A Robust Meeting Structure: How to plan a successful 20-minute meeting
- Effective Communication & Building Rapport Quickly: Why the first 5 minutes matter
- Three Discovery Questions to Ask: What mortgage sales pros use to start a conversation
- Ending the meeting: How to establish a call-to-action & next steps
Why Download this Checklist?
- Save Time & Stress: Make the most out of the initial meeting
- Gain Confidence: Approach your Realtor meeting with clear goals
- Maximize Your Results: A well-executed first meeting can lead to successful relationships and receiving borrower referrals!
UNLOCK the Secrets to a Successful First Meeting Checklist
How it Works:
Complete this short form and we'll email you instant access to your free checklist!
Meet Pat Sherlock
I’m the creator of Unlock the Secrets to a Successful First Meeting with a Realtor. As a former mortgage sales executive and 25 years as a best-in-class sales trainer in mortgage lending, I’ve taught hundreds of originators on how to increase their sales results by using modern prospecting techniques. Prospecting has dramatically changed and old techniques do not work like they once did. It is more important than ever to have an effective first meeting. There are no second chances in selling today.
I’m passionate about helping new and experienced originators reach their highest sales potential.
Want to learn more about my sales training? Visit our website or book a call with me:
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