The following guest sits down with host Justin White:

•   David Hall - President and CEO, Hall Financial


Focusing on How You Treat Clients Goes a Long Way Toward Building a Business of 5-star Reviews

The only thing better than a good online review is a great one. How can you build a business that regularly brings in five-star reviews? Listen to Episode #46 of Good. Better. Broker. as we talk with David Hall, a 25-year veteran of the industry who has built a company that is focused on delivering an elite experience for every borrower and real estate partner.

In this episode of the Good. Better. Broker. podcast, you’ll learn how one mortgage broker’s quest to become the most client-focused company in America has led to thousands of five-star reviews.


In this episode, we discuss ...

•   3:56 – Why David decided to focus his business around the client experience
•   6:06 – David on the opportunity mortgage brokers have to wow their clients
•   7:33 – How technology impacts the client experience
•   8:47 – Why David tailors communication for each client
•   10:11 – Why David is focused on only 5-star reviews
•   12:05 – Why David views a negative customer experience as an opportunity
•   13:29 – The process David sets up to make sure clients are in the know during the process
•   15:00 – Why communicating with the client doesn’t end when the loan closes
•   16:44 – Why shaving off time isn’t always the best approach
•   18:21 – The importance of putting yourself in a borrower’s shoes
•   19:51 – How David views his relationships with real estate agents
•   22:00 – David’s top piece of advice for mortgage brokers on client service


Show Contributor:

David Hall
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Justin White is UWM’s in-house brand journalist and the host of the daily news video, Inside Pass. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.

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