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Heart Beat Labs Blog

Grace Forelle

Recent Posts by Grace Forelle:

Reviewing Credit

 

Let’s review the primary, secondary and tertiary objectives of your initial inbound call form a prospect in consumer direct lending… pull credit! We talk about putting equity to use, changing terms, and credit scores but the best tool to gain an accurate picture of a caller’s overall financial picture and in turn to better serve them, is to review credit with them.

Topics: finance phone skills sell more phone training Scripts Employee Development

So, you want to Build Value with Effective Questioning Techniques?

 

Let’s talk about the four key Question Types used in Consumer Direct Lending and how we can apply them to common caller types:

Topics: sell more phone training Scripts Sales Caller Experience Empathy mortgage

The Psychology of Selling over the Phone

 

It can be hard to connect and earn the trust of someone you have never met, especially when you aren’t face to face. Technology enables the ability to connect without being in person and at the same time has taken over communication.

Topics: phone skills sell more phone training listen Employee Development Caller Experience Phone Calls customer relationship

Reading the Customer’s Voice 

Qortel coaches tens of thousands of calls and 70% of our feedback to phone handlers revolves around mirroring the customer.  Talk with customers the way they prefer to interact. 

Topics: phone skills sell more Customer Satisfaction phone training listen Employee Development Caller Experience Phone Calls call monitoring mortgage relationship building

How To: Develop a Call Coaching Form for your Loan Officers

Coaching is the development of a person by another individual called a coach. In order to provide training and guidance in a consistent fashion, we need actual examples to discuss and we need a standardized form to support that discussion. Follow this six-step process to ensure consistent measurement for improvement:

Topics: finance Sales listen Employee Development Customer Experience Culture Empathy mortgage trusted advisor

Qortel Texting Best Practices

So… You’re Expanding into Texting

We are all texting in business and your office is no exception. Qortel hears loan officers talk about texting with clients on virtually every call that involves pulling credit. It’s great for validating who the loan officer is. It is great for follow-up. You get it! You are likely thinking about diving into texting on your inbound campaigns.

Topics: finance Sales