In the mortgage industry, everyone is looking for new ways to generate leads and increase conversions. Why should we focus on already proven, consistent actions instead of looking for silver bullets? How can we attract more business from our database? What are the best practices for delivering a top-notch customer experience? In this episode, Jeff Lagoni talks about leveraging a team and how we can enjoy our journey to success.

It’s when things go wrong and everyone is in the trenches working hard that you find out the true integrity of a person. -Jeff Lagoni

 

Resources

Take your mortgage business to the next level. Visit nextlevello.com for more information.

Click here to schedule your free no-obligation Next Level Coaching Call: https://nextlevello.com/schedule

 

Three Things We Learned From This Episode

1. The power of small, consistent actions  (03:00-03:50)

When we do small things each day, we can expect results even if they don’t appear overnight. It’s better to focus on doing things that contribute to success instead of getting distracted by a new tactic or strategy and forgetting what brought us clients in the first place.

 

1. How to get more referrals from past clients  (04:40-05:40)

The secret to repeat business and referrals is leveraging our team to offer the best customer experience we can. We want to make the process as easy as possible for the client and use the communication tools they want.

 

1. Work with people you want to be friends with  (11:30-13:40)

Work becomes a pleasure when we surround ourselves with people we connect with. Many mortgage professionals think they don’t have much of a choice when it comes to who they work with. But they do, and befriending someone is what makes the difference between constantly getting referrals or having to ask for them and being ignored.

 

When we run a business, we have to learn how to leverage others instead of adding more work to our to-do list. One of the best hires a loan professional can make is a good processor who takes care of mundane tasks and makes the whole experience painless for the client. A processor ensures clients are aware of all the papers needed upfront, and they’ll go out of their way so that clients are heard and contacted using their preferred communication channel.

 

Guest Bio-

Jeff Lagoni is a Mortgage Loan Officer at Victorian Finance, and he entered the industry back in 2001. Since then, he has helped many of his clients purchase the home of their dreams and shared his knowledge of real estate at numerous speaking and networking events.

You can contact Jeff at [email protected]