The following guest sits down with host Justin White:

•  Amer Bally, President of the Ball Team powered by UMortgage


An Immaculate Loan Process Will Set You Up for a Business Based on Referrals

As an independent mortgage broker, success is defined as a customer that creates another customer. How can you create a system that will have every client bringing you referrals? Tune into episode #8 Good. Better. Broker. as a top producing mortgage broker explains how to build a referable business by impressing your clients at every step of the loan process.

In the first episode of our ORIGINator series, you’ll hear how Amer Bally became one of the top 100 mortgage brokers in the country by creating a flawless experience for his customers.


In this episode, we discuss ...

•  2:23 - How Amer generated business when he was a new mortgage broker
•  3:40 - How Amer and his team define success
•  4:22 – Why an experience at a restaurant mirrors the loan experience
•  6:07 – Why the closing is the most importance part of the loan process
•  7:37 – Why you can’t say thank you enough times
•  8:31 – The importance of setting proper expectations with the client
•  9:55 – Why every client is worth $25K
•  10:24 – Why mortgage brokers have to build a referable business
•  11:14 – How Amer structures training for his team
•  12:03 – Amer’s advice for other mortgage brokers


Resources Mentioned in This Episode:

UWM Easy Qualifier
Arive
One-Click AUS
EASE Docs 2.0


Show Contributor:

Amer Bally
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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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