Keeping Mortgage Sales Simple with Great Communications

For those of us working in the exciting world of mortgage sales, we are all too familiar with the pressures of meeting our daily, weekly, monthly, or quarterly goals. This pressure can sometimes cause us to lose focus on the simple things that made us successful to begin with. Simple systems and processes can support amazing growth.

sales communication

For instance, what do you think is the most common complaint that people have about the service level of people in the mortgage business? In my experience, these are the most frequently heard complaints:


1. Lack of communication

2. People can never reach each other

3. People are asked for condition after condition up until the last day of closing


Do you want to upgrade your performance to a new level of professionalism? Then we must address and create an easy solution to deal with these customer annoyances and complaints.


How? Since you realize that they can happen, then it should be easy to create a Loan Process System and Checklist for every loan file. It can help you make sure you do everything right, every time saving you time and money.


In Chapter 14 of my book, Coach Will- A Story of Achieving Uncommon Sales Success, the main character Michael learns about Mise en Place by a restaurant owner. It means to have all of your ingredients prepared and ready to go before you start cooking.  Michael learns that Mise en Place can work in his personal and professional life as an way to get organized and prepared for successful interactions.


The word SYSTEM is an acronym for “Save Your Self Time Energy and Money”.


The key to success and great sales volume is having everything set up “in place” so you can work quickly and efficiently.  When you are organized, it’s easy to communicate effectively with your client and support team members. Creating a Loan Process System that guides you and your customer through the mortgage loan process can support your goals and delight your clients.


The best loan originators prepare for tomorrow and live an outcome based life. They focus on the tasks that can grow their business and make their life more enjoyable. Create and use tools that simplify your work and create trust and customer service for your clients.  Life is more calm when you are prepared and able to communicate easily.


There are a set of email scripts on my site at that can get you started organizing your communications for success. They are my gift to you. Please let me know if you need more support in growing your business success.


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