Originators who want to achieve long-term success should take a page from top producers’ playbooks and strive to serve their customers as professional financial advisors. Why it matters: • Earn multiple income streams. Top producers view borrowers as an opportunity for multiple income streams, not as a single transaction. For them, closing on a loan […]
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Top producers understand that their existing customer base is a gold mine for referrals and future revenue. The best in the business are masters at connecting with previous clients in meaningful ways that ultimately position them as valued financial advisors. Here’s a closer look at proven tactics LOs use to leverage their sphere of influence:
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In our current market environment, I am often asked what strategies and tips LOs need to know to hit volume goals in 2022. In my opinion, originators who want to achieve long-term success should strive to serve their customers as professional financial advisors. Top producers often use this strategy to earn repeat business but be
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In my LO sales training programs, I’m often surprised by how many originators believe the value they bring to customers is simply providing funding at closing. While helping borrowers purchase or refinance a home is certainly the outcome of a loan officer’s sales efforts, the best originators think differently about their role. Top producers view
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