What if you could lock in commitment and get a headstart on necessary docs, all before you hang up the phone?

In this episode of Broker Bulletin, Patrick Noll, founder of Runestone Finance, sits down with Alberto Gorgioski, Associate Director of Loan Market to chat all about how he’s built a customer-centric approach to the first call that’s clear, confident and highly effective, without ever sounding “salesy.”

Patrick shares how he reads the room on every first call, balances empathy with urgency, sets his own boundaries, and uses smart processes to get documents back faster and build instant trust. 

You’ll hear:

• Why setting the tone early builds better clients and stronger referrals
• The trick to creating urgency without pushing people away
• How to close without the hard sell (and still get docs back that night)

Whether you’re struggling with follow-up fatigue or looking to tighten up your pipeline, this episode is packed with practical gold.

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