Episode 24: Navigating Loan Approvals & Mastering Client Conversations

Hosted by Jonathon Haddad, AIME’s Chairman & CEO and Tommy Golightly, AIME’s Marketing Manager.

Welcome back to the Broker Power-Up Podcast, where we help you turn industry challenges into wins. In this episode, we dive into hard-earned lessons, overlooked loan-approval factors and the art of owning your expertise. Here is what’s in store:

Broker Buzz

– Secrets to Success: Exploring why celebrating clients (not yourself) is the key to long-term success.

– Overlooked Approval Hacks: Discussing how tweaking loan terms, leveraging lender credits or even a simple re-score can turn a ‘No’ into a ‘Yes’.

– Memorable Loans: How a frustrating fax-machine deal turned into 11 loans from one client. Proof that patience and persistence are a potent combination.

Sales Pitch Training

– Why advising locks first builds trust (even in volatile markets).

– The gambler vs. sleeper framework to help clients identify risk tolerance.

– How to avoid “buyer’s remorse” with instant email confirmations.

Tune in to sharpen your approval strategies, refine your pitch, and build unshakable client confidence.

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