The intake call is the most critical touchpoint in the mortgage process. It sets the foundation for trust, gathers key client information, and determines the best strategy moving forward. But how do you structure the perfect intake call to maximize efficiency and conversion rates?

In this episode, Kyle Green and Mike Browne break down everything you need to know about running a high-impact intake call. From setting expectations and pre-qualifying clients to handling rate questions and scripting responses, they share the frameworks and real-world strategies that have helped them close more deals and build lasting client relationships.

You'll learn:

Why a phone call is exponentially more effective than email or text

How to build trust instantly and establish authority

The key questions to ask in every intake call

The importance of client notes and documentation for long-term success

How to handle rate shoppers and prevent lost deals

If you're a mortgage broker or financial professional looking to refine your intake process and close more deals, this episode is packed with insights you can implement immediately.

[Chapter List]

00:00 The Importance of the Intake Call

10:02 Building Trust and Establishing Expectations

20:08 Pre-Qualifying Clients and Setting the Stage

30:01 Scripting and Technical Knowledge in Conversations

30:53 Understanding Mortgage Bundling and Risk

34:01 The Importance of Client Notes

36:33 Identifying Decision Makers in Transactions

38:00 Understanding Client Objectives and Income

40:57 Navigating Property Ownership and Financial Nuances

44:12 Assessing Credit and Debt Impact

46:22 Exploring Refinancing Options

48:20 Gathering Essential Client Information

52:30 The Role of Realtors and Networking

55:04 Reflections on Quoting Rates Over Time

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