I Love Mortgage Brokering 577: How to Turn Problems Into Profit - Jesse Hazen Mallery
How to turn problems into profit.
Today, we're joined by Jesse Hazen Mallery. He has only been brokering for 2 years, but has been crushing it.
In this episode we will cover:
- How to use your process as form of prospecting; and
- How problem solving for his lender partners helps him fund more mortgages
To connect with Jesse you can check out the links below:
Jesse Hazen Mallery
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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
In this episode, we feature Jesse Hazen Mallery, an accomplished mortgage broker, who delves into the nuances of the mortgage industry and shares his experience transitioning from finance to mortgage brokerage. Jesse discusses the key to creating a successful mortgage experience for clients, focusing on process-driven strategies, proactive problem-solving, and effective communication. He explains how empathy, consistent updates, and personalized touchpoints can enhance client and partner relationships. Additionally, Jesse offers practical tips on improving efficiency through delegation, integrating checklists into CRM systems, and conducting thorough pre-work to prevent fraud.
In this episode, we will cover:
- Understand how being process-driven can improve business and client experiences in the mortgage industry
- Learn about transferring skills from different industries to mortgages and the challenge of learning lender policies
- Discover the role of empathetic and proactive client communication in maintaining comfort and trust
- Recognize the importance of consistent communication touchpoints throughout the mortgage process
- Improving legal transaction processes for quicker closings and positive feedback
- How delegating technical tasks can help focus on core business activities like problem-solving and client communication
- The value of thorough pre-work and preemptive problem-solving to maintain reputation and avoid future issues