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Heart Beat Labs Blog

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

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

Keys to Effective Communication about Refinancing

Effective communication is one of the most powerful ways to resonate and connect with callers. Businesses today are allocating large budgets to technology, but it’s actually communication that trumps everything else when it comes to creating a great caller experience.

Topics: Phone Leads phone process Sales Customer Experience PhonePerformance Empathy trusted advisor