Good. Better. Broker.

How to Keep Clients on the Phone | Episode 29


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The following guest sits down with host Justin White:

•   Alex Beidoun – Co-Founder, House of Lending


Staying Away From Selling Leads to Longer, More Productive Phone Calls with Borrowers

Independent mortgage brokers can set themselves apart by having phone calls that focus on educating their borrowers instead of selling to them. How can you have phone conversations that make borrowers want to work with you? Listen to Episode #29 of Good. Better. Broker. as we talk with a former retail LO who has shifted his focus to prioritizing relationships over transactions on client calls.

In this episode of the Good. Better. Broker. podcast, you’ll find out why educating your clients creates longer and more productive phone conversations, leading to more business.


In this episode, we discuss ...

•   2:02 – How Alex’s experiences in retail impact his business strategy as a broker
•   5:26 – Why Alex chooses to educate his borrowers on retail vs. wholesale
•   7:13 – Why Alex decided to take an educational approach with his borrowers
•   10:25 – How Alex defines a quality conversation with a client
•   12:41 – Alex on what borrowers are looking for from their loan officer
•   14:11 – The 3 key components to a phone call with a borrower
•   19:27 – Why it’s important to not be transactional on the phone with clients
•   21:51 – The difference between being in a call vs. on a call


Show Contributor:

Alex Beidoun

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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.

Connect with Justin on LinkedIn, Instagram or Twitter


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Head to uwm.com to see the latest news and updates.

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