We make assumptions each and every day—like “I need to make 1.25 points on every deal.” Not true! You need to make “X” amount of dollars per loan.
Loan
Unless you have a strategy to get more of your clients to commit to closing their refinance with you, you are wasting an enormous amount of time quoting rates and at the end of the month, have nothing to show for it except a pile of good faith estimates!
Officer
Brian Kludt shares his VIP Auto Lock Service program and the way he differentiates himself from the competition. It’s a way of getting rid of the tire-kickers and concentrate on the most profitable loans, while still providing exceptional customer service to the clients who REALLY want to do business with you.
Training
- How to take control of the “rate questions” most people ask
- The 4 questions most loan officers fail to ask during the analysis phase
- The most “accurate” way to provide a client loan analysis included detailed examples for you to use with your clients.
- How to implement an “auto-lock” strategy
- How to leverage technology to get your clients to commit
- How to create a positive experience for future referrals
Bonuses Included:
When
- VIP Auto Lock Service Program Description
- Rate Lock Agreement Form (At Application)
- Auto-Lock Authorization Form (If not locked at application)
- Refi Analysis Objectives Script Outline
- Refi Analysis Script – New Prospects
- Refi Analysis Script – Existing Clients
