I Love Mortgage Brokering 594: How to Level Up Your Discovery Calls - Nick Atwal
Want to level up your discovery calls?
Today, we're joined by Nick Atwal. He is a broker based out of Vancouver, BC.
In this episode we will cover:
- How Nick sets the expectation for the entire mortgage on the very first call;
- How he is able to point back to his discovery call when a client gets off track; and
- How to leverage transparency and honest to improve your closing rate
To connect with Nick Atwal, you can check out the links below
Follow me on Instagram
I Love Mortgage Brokering: www.ilovemortgagebrokering.com
Find out more about BRX Mortgage: www.whybrx.com
I Love Mortgage Brokering is brought to you by Finmo.
To learn more, visit: www.finmo.ca/ilmb
Hey, it’s Scott Peckford here with another episode of the I Love Mortgage Brokering podcast. This week, I’m chatting with Nick Atwal about how he approaches his discovery calls. I really enjoyed this conversation because Nick shares how setting clear expectations right from the first call and explaining the entire process helps him close more loans. When a client goes off track, he’s able to refer back to that initial conversation to reset them. It’s all about honesty and transparency, which I love. If you’re a mortgage broker struggling with conversions, you’ll definitely want to tune in to this one!
Here are the talking points we covered:
- Setting expectations in the first discovery call
- Explaining the mortgage process upfront
- How clear communication leads to more loan closings
- Using the initial conversation to realign off-track clients
- Importance of honesty and transparency in client relationships
- Strategies for improving conversion rates in mortgage brokering