Grace Forelle, on Sep 22, 2021 8:39:07 PM
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.
Grace Forelle, on Oct 22, 2020 12:59:19 PM
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:
Grace Forelle, on Sep 21, 2020 1:07:56 PM
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.
Poppy Reede, on Aug 24, 2020 11:18:43 AM
The dominant caller is relatively impatient and controlling. They want information -- fast -- so they can decide and move on.
Here’s how to tell if you are working with a dominant buyer:
They typically use direct sentences declaring their intentions and ask few questions. It would sound something, like "I'm looking to switch to a 15-year fixed rate mortgage." As opposed to, "Can you tell me if I’m in a position to move to a 15-year mortgage?”
In addition to their direct language, the dominant buyer’s volume is also noticeably louder than average. You may observe that if you are exchanging emails with this buyer type, you will notice that there’s not a lot of fluff in their writing – one-word sentences and abbreviations are their norm.
When you’re communicating with the dominant buyer:
