'J. Scott Harris’ Post

I'm thrilled to share the results from our recent internal Agent Survey and external Customer Surveys with you today.   Agent Survey: We are grateful and humbled by your overwhelmingly positive feedback, both in ratings and written comments. Thanks to you, our leadership and management teams gain valuable insights from across every Club Level and new agents. We're humbled that 96% of our sales associates agree with the direction of our company and 98% appreciate having a local office to network in. Likewise, the importance of having local Sales Manager's coaching and support was frequently mentioned within the write-in sections. Here are a few highlights, with more results inside the Tell-All Tuesday newsletter. -96% Agents Agree with Direction of Our Company -98% Agents Appreciate Local Offices & Networking -99% Agents Sales Managers Performance Is Strong -97% Agents Marketing Support Strong -97% Agents Mortgage Banker Support Strong -97% Agents Insurance Director Support Strong -96% Agents Would Recommend William Raveis to a Colleague 2023 Customer Survey: We were the first real estate company to survey its customers, with hundreds of thousands of buyer/seller surveys sent over fifty years. The survey results for our real estate and mortgage businesses are impressive.  -99% Buyers Would Recommend Their Sales Associate -99% Sellers Feel They Received Exceptional Service -9.7/10 William Raveis Mortgage Customer Satisfaction (ECRM Results 2023) It's a powerful statement to have earned a 99% referral rating. Congratulations! Along with positive survey results, Hannah Smith has social posts to share with prospects. Meanwhile, Chris, Ryan, and I are heading to your offices to discuss Buyer Broker and our new marketing brochure coming in May.

Transforming Customer Satisfaction in Mortgage Lending with AI Hey LinkedIn Fam, If you're in the mortgage game, you know that customer satisfaction isn’t just a nice-to-have – it's a must-have. Managing thousands of leads every month can be a circus act, juggling follow-ups, nurturing relationships, and closing deals. But what if I told you there’s a way to not only streamline this chaos but also elevate your customer satisfaction to new heights? Enter AI – your new secret weapon in lead reactivation and customer engagement. 👉 Why AI? Because Happy Customers Equal Happy Business Let's start with those leads that have gone silent in your database. They're not lost; they're just waiting for the right moment. Traditional outreach methods like email blasts often fall flat, and quick text messages can miss the mark. This is where AI steps in, transforming your approach from scattergun to sniper precision. 👉 The Personal Touch, Powered by AI Imagine this: AI engages your dormant leads in personalized, human-like conversations. It knows when to reach out, what to say, and how to say it. No more cold, impersonal emails or brief texts that don't hit the mark. AI nurtures these leads with relevant, timely information, making them feel valued and understood. By the time they reach your sales team, they’re not just warm – they’re hot and ready to close. 👉 Upselling Refinancing and Other Packages? AI's Got You Covered But let’s take it a step further. AI doesn’t just bring leads back to life; it also excels at upselling. Every few months, AI can re-engage your existing customers with personalized messages about refinancing options or other mortgage packages. This happens seamlessly, without the need for additional staff or costly external services. It’s like having a tireless assistant who works 24/7, ensuring your customers always feel looked after. 👉 Performance-Based Partnership – Zero Risk, Maximum Reward Now, here’s the cherry on top: our partnership is 100% performance-based. That means you only pay for results. No upfront costs, no financial black holes, just pure, ROI-driven awesomeness. AI ensures you get the most out of every lead, turning dormant contacts into high-value prospects ready to close, all while boosting customer satisfaction through the roof. 👉 Elevate Your Customer Experience In today’s competitive mortgage landscape, delivering an exceptional customer experience is crucial. AI isn’t just a tool; it’s a game-changer. By leveraging AI for lead reactivation and upselling, you’re not just improving your processes – you’re delighting your customers and building lasting relationships. So, are you ready to take your customer satisfaction to the next level? Drop a comment below or message me to learn more about how AI can revolutionize your mortgage lead generation strategy and keep your customers smiling. Let’s make it happen! 🚀 #AIMortgage #CustomerSatisfaction #LeadGeneration #Fintech #MortgageBrokers #GrowthlioMagic

Hello HDFC Bank, This is about the call experience with the Customer Care and the wait time is more than 47 minutes on one call and then more than 19 minutes on another call today on 07th Jan 2024. The requirement of this call from my side is because I need the closure letters for the three Loan Account Numbers. Experience With Customer Care: Loan Account Number XXXXXX422 - Last EMI on 05th Nov 2023 I received an email regarding this with the subject line Closure Letter from the email emailintimation@hdfcbank.com on 06th Nov 2023  but there is no attachment in the email. Loan Account Number XXXXXX431 - Last EMI on 05th Nov 2023 I received an email regarding this with the subject line Closure Letter from the email emailintimation@hdfcbank.com on 06th Nov 2023  but there is no attachment in the email. Then I contacted Customer Care on 27th December 2023 and explained the same issue and they created Service Request Number I got the details in my email of the two Service Request Numbers generated on or after the call with Customer Care (Loan Department) which are as follows: Service Request Number: 37948126 - Date of the Solution for the same is given on or before 29th December 2023 Service Request Number: 37953050 - Date of the Solution for the same is given on or before 29th December 2023 The Customer Care also confirmed that the Closure Letters for the two Loan Account Numbers will also be sent to your address in a week's time and they also confirmed the address details but sadly I have not received any closure letters and suddenly the above two Service Request Numbers are closed and for which I was informed with the text message on my registered mobile number. Then I waited for 05th Jan 2024 as I was aware of the fact that my third Loan Account will be completing on 05th Jan 2024 Loan Account Number XXXXXX217 - Last EMI on 05th Jan 2024 I received an email regarding this with the subject line Closure Letter from the email emailintimation@hdfcbank.com on 06th Jan 2024 but there is no attachment in the email. Now, today I contacted Customer Care and I waited for more than 47 minutes on one call and more than 19 minutes on another call but my call was not transferred to Loan Department so that I can beg for my closure letters of the closed Loan Account Numbers. Should I block my whole day for talking to HDFC Customer Care? A Big Shame on HDFC Customer Care.... #patheticcustomercare #toolongwaitingtime #noresponse #hdfcbank #disappointed

Providing an exceptional customer experience is essential these days. By integrating Covered’s services, mortgage companies can simplify insurance processes, streamline operations, and deliver personalized support, all of which enhance customer satisfaction. 🔹 Seamless Integration: Covered's platform integrates effortlessly into existing systems, allowing mortgage servicing companies to offer quick, easy, and transparent insurance options directly to their clients. 🔹 Personalized Support: Our team of unbiased advisors provides expert guidance tailored to each homeowner's needs, so customers understand and receive the right coverage to protect their property and investments. 🔹 Efficient Documentation: Covered’s Policy Retrieve feature helps reduce administrative burdens by making it easier to check the satisfaction of loan requirements which can reduce closing delays. Enhance your customer experience with Covered’s solutions, ensuring that your clients are not only protected but also delighted with your service. 👉 Learn more about how Covered can elevate your mortgage servicing experience: https://lnkd.in/gr4Kj3Yt #MortgageServicing #CustomerExperience #CoveredSolutions #InsuranceIntegration #OperationalEfficiency #HomeInsurance #MortgageIndustry CA License #0M81402, doing business as Cubbard Insurance Solutions in California.

If you've ever found yourself in a CRM dilemma, you're not alone... 🤔 ClientTree came about after trying different CRM systems and none of them quite fitted the bill. Then again, every broker works differently, so the "one size fits all" approach will never work, will it? Well, there are a number of options out there and everyone offers something different from the others. At ClientTree, we organised data with a client focus, so your workflow can be flexible. The article below highlights how and why some firms use multiple CRMs: - maybe the different systems do a great job at different things or - one system may be enforced by a network, so the AR firm uses another one as a back-up or as a main system and only uploads submitted cases into the network's system Whatever your reason may be to look for a new CRM, once you know what you're looking for (mortgage/insurance sourcing integration, better fact find/client portal/permission system or just to have a back-up system in case you change networks or go DA, etc.), you'll likely find one that closely meets your requirements. Of course, we hope that ClientTree is the one for you, so come and try our system! 😉 #MortgageSolutions #ShekinaTuahene #ClientTree #CRM

This past Saturday marked the one-year anniversary since we welcomed our first loan officer to Cerberus CRM, but I completely missed celebrating the occasion. It didn't dawn on me until my wife mentioned it, and coincidentally, she brought it up on the actual anniversary.  This oversight demonstrates the significance of what we've achieved: establishing a thriving, minimally marketed business from the ground up. You might be reading this without realizing the importance of what I'm sharing, which really proves my point. Most people I know don’t even know this business exists. Why, because I spent the last 4 years building it, not promoting it. In the next 30 days, I'm planning to expand our reach significantly by using strategies I've learned from my experience in the mortgage industry and through the insights I’ve aquired from industry leaders like Russel Brunson and Alex Hormozi. I'm committed to developing this into a solid business that helps a lot of people. And just to clarify, I am still your loan officer, focused on helping people grow their wealth through home equity. To achieve this on a larger scale, we need a strong team of skilled loan officers. Many loan officers struggle with marketing themselves effectively and often use subpar systems and because of this, the client gets paired with the wrong person. My aim is to provide the right loan officers with powerful marketing systems to increase our collective impact. Sidenote, we're currently promoting an upcoming webinar for First Time Home Buyers via www.cerberuscrm.com. Additionally, a recent demo with a prospective Cerberus CRM client, who expressed intent to sign up after being impressed by our comprehensive system, particularly our webinar capabilities. The webinar system is designed not only for agent education but also includes client-focused versions for internal use and co-branded options for realtors that will help them with their lead generation. If you know a loan officer in need of such resources, please direct them our way. In the meantime, check out this clip from the demo.

Noah Hulbirt on our customer success team was asked a question by a loan officer and his response was too good not to share... ❓The question.... "Why should I even care if a borrower is running payments on the {insert random real estate website here} website?" 💡 His answer... "... QuickQual keeps borrowers and agents safe and within your ecosystem. To elaborate, when borrowers go to sites like {REDACTED} and run mortgage payment scenarios, those sites have certain pixels that will track and send their data to different companies. These companies will advertise to your borrowers with the goal of poaching them. In the presentation, we illustrate that {REDACTED}'s site contains hundreds of Facebook tracking pixels. What ends up happening is the borrower will then be targeted with specific ads via Facebook, well-tailored towards the data that they input on {REDACTED}. This actually impacts your agents too. The targeted ads can also encourage borrowers to utilize a given advertiser's agent ecosystem." 👏👏👏

How we drove more than £13,000,000 revenue uplift by optimising our onboarding process. When I was at Habito, I was responsible for transforming our customer onboarding experience.  But why does refining your onboarding lead to such a massive increase in revenue? It’s because of three things: 👉 Improved conversion rates. 👉 Reduced support overheads. 👉 Enhanced customer satisfaction. Consumers today are overwhelmed with choices and will quickly abandon any process that’s confusing or time-consuming. Recognising this, we focused on streamlining Habito’s onboarding process, and we managed to increase our conversion rates by 2.7 times, whilst serving over 100,000 customers. With the average mortgage amount in the UK being £220,000 and a procurement fee of 0.5%, this improvement in onboarding was worth over £13 million in revenue for us. Here’s the framework I used to enhance our onboarding process: 1️⃣ 𝗥𝗲𝗹𝗲𝗻𝘁𝗹𝗲𝘀𝘀𝗹𝘆 𝗙𝗼𝗰𝘂𝘀 𝗢𝗻 𝗢𝘂𝗿 𝗔𝘂𝗱𝗶𝗲𝗻𝗰𝗲 We made it a priority to deeply understand who our customers were. Were they first-time homebuyers, seasoned investors, or families looking to upgrade? Tailoring the experience started with knowing our audience inside and out. 2️⃣ 𝗥𝗲𝗳𝗶𝗻𝗲 𝗢𝘂𝗿 𝗕𝗿𝗮𝗻𝗱 𝗔𝗻𝗴𝗹𝗲 We honed in on the main pain points we could solve for them. Key areas of focus: • Simplifying complex mortgage jargon • Offering personalised advice • Speeding up time to value We aimed to make the mortgage process as hassle-free and transparent as possible - becoming an ally not a protector. 3️⃣𝗢𝗽𝘁𝗶𝗺𝗶𝘀𝗲 𝗢𝘂𝗿 𝗪𝗼𝗿𝗸𝗳𝗹𝗼𝘄𝘀 This is where we made significant strides. We facilitated direct conversations between customers and brokers using Intercom, enhancing real-time communication and building trust. We also developed our own Mortgage in Principle agreement, which drastically reduced the time to value by days, allowing customers to move forward faster. Additionally, we focused on transparency and accountability with lenders, ensuring that our customers were always informed and confident in the process. By combining these elements, we created a personalised and efficient onboarding experience that resonated with our customers. Between these options, we had multiple strategies to test and implement, which led to our success. Once we found what worked, we continued to refine and adapt. We changed up our approach based on customer feedback and evolving needs. We generated over £13 million in additional revenue as a result. That’s how we turned a single improvement into a continuous cycle of growth. ----- 𝗜’𝗺 𝗹𝗼𝗼𝗸𝗶𝗻𝗴 𝘁𝗼 𝗽𝗲𝗿𝘀𝗼𝗻𝗮𝗹𝗹𝘆 𝗴𝘂𝗶𝗱𝗲 𝟯 𝗦𝗮𝗮𝗦 𝗳𝗼𝘂𝗻𝗱𝗲𝗿𝘀 (1 spot left!) 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝗮 𝗳𝗿𝗲𝗲 𝗼𝗻𝗯𝗼𝗮𝗿𝗱𝗶𝗻𝗴 𝘁𝗿𝗮𝗻𝘀𝗳𝗼𝗿𝗺𝗮𝘁𝗶𝗼𝗻 𝘁𝗵𝗶𝘀 𝗡𝗼𝘃𝗲𝗺𝗯𝗲𝗿. 𝗥𝗲𝗮𝗱𝘆 𝘁𝗼 𝗷𝗼𝗶𝗻 𝘁𝗵𝗲 𝗹𝗮𝘂𝗻𝗰𝗵 𝗰𝗼𝗵𝗼𝗿𝘁? 📩 𝗗𝗠 𝗺𝗲

Insurance, Solar, Pet, Mortgage, Lead/Call Sellers, and Home Services Companies ever wonder how data-driven compliance can fuel your marketing growth? With the FCC’s new one-to-one consent ruling everyone needs to implement control. DynamicTracking is here to help you stay compliant while driving sales. We make it easy, cost-effective, and provide a high-value return. We are here to help guide you through this ruling and leverage tools to grow and win! A few features our platform has to support your goals: ·      Validates lead and call sources. ·      Provides patent-pending buyer name assignment: fulfilling one-to-one consent w/lead sellers. ·      Pinpoints key data elements and delivers insights for better propensity-to- buy cohorts. ·      Integrates lead buying into one marketplace with filter adjustments and the ability to add all your marketing sources in one platform for increased visablility, type, and volume adjustments. Sound interesting? Join our beta testing program and see how you can grow. your business while staying compliant.  Message us at Support@DynamicTracking.com #ComplianceMadeEasy #LeadGeneration #SalesGrowth #FCCCompliance #DynamicTracking

Discover a revolutionary upgrade in customer relations management. Insellerate has launched its redesigned user interface, promising enhanced user experience and improved efficiency. Dive into our latest blog for an in-depth analysis on how these changes are set to transform the mortgage industry. #InsellerateUI #MortgageInnovation #UserExperienceUpgrade