David Jaffe is an Independent Mortgage Banker for Guaranteed Rate in Ventura, CA, and has been featured in Mortgage Originator Magazine, Mortgage Executive Magazine, and the Scotsman Guide as one of the top 20 loan originators in the country. After college he spent four years skiing, traveling, and generally messing around before he realized he needed to get a job. That was over 30 years ago and since then, David has closed over $4 Billion in loans. David is passionate about developing the systems and processes that will help him wow his customers with his service and believes there is no substitute for genuinely caring for people and pursuing their best interests.

In this episode Steve and David discuss:

• Completing a needs analysis, to dive deep into what your clients actually need.
• The value of time blocking and not committing to more than you can complete.   
• The importance of team chemistry and similarity in work ethic. 
• When people are not doing well in their role, do them a favor and let them move on.

Key Takeaways: 

• The most important thing is to look out for the client’s best interest.
• Focus on 3-4 things and do them well instead of trying to tackle your entire to-do list.  
• “Be persistently consistent and consistently persistent.”

“Hang on to every single client by having a system in place to create a raving fan and just wow them.” - David Jaffe

Connect with David Jaffe:

Website: https://people.rate.com/david-jaffe-239040

Connect with Steve and Jason:

LinkedIn: Jason or Steve

Website: Rewire, Inc.: Transformed Thinking 

Email: [email protected]

Show notes by Podcastologist: Kristen Braun

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.