Samantha Lindsay’s Post

If you can relate to Steve, please don't hesitate to get in touch on 01524 928938. A massive thank you to Steve for taking the time to write us this absolutely brilliant review! 💜 "This is the second time I have used Dawn and the team, following a very calm, reassuring and fluent process the first time around. With the mortgage/finance world a blur to me at times (especially the current state of play), I just wanted someone to guide me through all the steps along the way and hold my hand throughout telling me things will all be ok...Dawn, Zoe and Sinead did exactly that! As I live a busy and hectic life, I needed to know it was all in control and in order. The Mortgage Partners gave me all the reasons to stay calm and allow the process to flow. No query was ever an issue, no question was ever ignored and they even kept me up to date regularly with the progress. I have no reason to ever think I'd use any other mortgage supplier now, Dawn and the team not only make the entire daunting process run smoothly but also do it with a personal touch and not just because you are a 'paying customer'. Thank you, I'll see you in 5 years' time." See you in 5 years! 👋 *Google Review - November 2023* - - #TheMortgagePartners #MortgageConsultants #MortgageAdvisers #Remortgaging #Lancashire

How can we improve customer retention and engagement in the mortgage industry? MonitorBase is joined by Dana Ventura of Mortgage Strength Group to discuss how mortgage professionals can benefit from techniques used in the direct-to-consumer market to retain and engage customers in this month's Retention Rockstar Strategy discussion. #monitorbase #everycontactmatters #relationshipretention #retentionrockstar

😅 What are the greatest issues mortgage brokers face in their work? ⁉ finbryte interviewed professionals from several countries and discovered that the main pain points are surprisingly similar, often revolving around the digital tools officers use. ✅ Check out how we solve these issues in our new blogpost.

The Gold, Silver, Bronze Sales Technique – Why It’s Outdated. One of the sales techniques that has been going around since the 80’s is called the gold, silver, bronze option. I actually thought this was something that died out in the '90s; however, now I'm coaching full time, I'm finding that this technique is still prevalent. I get the theory—you give someone an expensive choice, a middle choice, and a lower choice. It's the Goldilocks principle; they will pick the middle one very often. So, you get a reasonable premium rather than the lowest premium. However, is that actually advising a customer? At best it’s a lucky dip. As I always say, we are advisers; protection is an advised process. You shouldn't be letting a customer pick a goody bag of products based on the cost. The cost should be secondary to the products we advise. Going forward, tell the customer what they should have, what you, the adviser, believe they need. Go through your advice one product at a time in your order of priority. If, for example, mortgage life is first, you go through mortgage life first, gain the agreement to proceed before going on to the next product—commonly, this would be income protection. Take your time, explain the need, present the solution, and stay with that customer on that subject until they agree to proceed. By doing it this way, you're actually making sure you guide the customer to the product that they need, not simply using a lucky dip method of throwing three prices at them and hoping they pick the middle one. -The Protection Academy­-   I coach Individual advisers and firms on how to protect more customers and earn more money in the process. Get in touch and arrange your free 1-2-1 discovery call.   I've spent 30 years doing all the hard work, so you don't have to. #mortgagebroker #mortgagebrokersuk #mortgagebrokerlife #mortgageadvisor #mortgageadviser #mortgageadvisorsuk #mortgageadvisersuk #protectionadviser #protectionadvisers  

If you can relate to Steve, please don't hesitate to get in touch on 01524 928938. A massive thank you to Steve for taking the time to write us this absolutely brilliant review! 💜 "This is the second time I have used Dawn and the team, following a very calm, reassuring and fluent process the first time around. With the mortgage/finance world a blur to me at times (especially the current state of play), I just wanted someone to guide me through all the steps along the way and hold my hand throughout telling me things will all be ok...Dawn, Zoe and Sinead did exactly that! As I live a busy and hectic life, I needed to know it was all in control and in order. The Mortgage Partners gave me all the reasons to stay calm and allow the process to flow. No query was ever an issue, no question was ever ignored and they even kept me up to date regularly with the progress. I have no reason to ever think I'd use any other mortgage supplier now, Dawn and the team not only make the entire daunting process run smoothly but also do it with a personal touch and not just because you are a 'paying customer'. Thank you, I'll see you in 5 years' time." See you in 5 years! 👋 *Google Review - November 2023* - - #TheMortgagePartners #MortgageConsultants #MortgageAdvisers #Remortgaging #Lancashire

“I think [mortgage professionals] need to keep in mind that the lifeblood of a lot of folks businesses is buying leads from lead portals and aggregators,” Matthew Marx said. “We now have a time clock of about six months. Those portals and lead aggregators are smart and they have a lot of money, so they’re unlikely to go out of business or go away, nor are the leads that they buy." so what will happen? Marx adds more commentary saying: - consumers will now need to consent explicitly to who gets the lead that they opt into. - If you’re a loan officer or a real estate agent buying packages of leads, for instance, some packages will change while others will go away - Some are also likely to become more expensive reporting via Chris Clow https://lnkd.in/d5GN5i_h

Ever wondered how to stand out in a sea of mortgage brokers? 🌊 You know that making a first impression is crucial. But how? 🤔 As a mortgage broker, you're bombarded with messages from every direction. It's chaotic. But here's the kicker: the secret to nailing that first impression isn't about responding on the fly. It's about consistency. ✨ Here's what you need to do: 1. Aim for a consistent client experience. 2. Funnel communications to get their email. 3. Craft an impressive introductory email. Why email? It's your stage to shine, your space to deliver value and build trust from the get-go. 📧 How do you ensure your first impression is a lasting one? 🌟 📩 Let's chat about crafting that perfect introductory email. Share your thoughts below. #MortgageBrokerTips #FirstImpressions #ClientExperience

🚨 Attention Reverse Mortgage Industry Professionals! 🚨 We Need to Stop Leading with 70 Plus Page Proposals and Confusing our Prospects and Referral Partners. It's time for a wake-up call. We're making a massive mistake in approaching potential borrowers and referral partners. Let's face it: our current method of bombarding clients with 70+ page proposal packages filled with confusing jargon and amortization reports is not cutting it. Terms like UPB, Max Claim Amount, and Principal Limit might make sense to us, but they're overwhelming and baffling to our clients. We need to simplify the complex. We need to speak our clients' language. We need to visualize the data in a way that's easy to understand. Imagine this: instead of drowning our prospects in paperwork, we start the conversation with simple, clear visuals. Let's use graphs and charts to illustrate a reverse mortgage's benefits and potential outcomes in just one or two pages. And here's a radical idea: let's lead with pictures, not pages of confusion. I've seen loan officers email these dense proposal packages, expecting clients to decipher them and convert them into an application magically. That's just plain ridiculous. It's time to put an end to this madness. We owe it to our clients and referral partners to do better. We must do better. So, let's commit to a new approach. Let's show an image of a simple comparison alongside the HECM Tool, side by side. Let's make the decision-making process clear and straightforward for everyone involved. Who's with me on this journey to revolutionize how we present reverse mortgages? Please comment below, and let's make positive change happen together! 👇 #ReverseMortgage #FinancialLiteracy #SimplifyComplexity #VisualizeData #ClientFocused #IndustryRevolution #ReverseMortgage #BusinessSuccess #ReverseMortgageOriginator #IncreaseReveseMortgageVolume #LessonsLearned #H4p #HECMforPurchase #HECM #HECMsales #HECMToolBox

⚖ Navigating the intricate world of mortgage advising demands a deep understanding of client needs. Here's a thought to help you shine as an adviser: 🔍 𝐔𝐧𝐝𝐞𝐫𝐬𝐭𝐚𝐧𝐝 𝐂𝐥𝐢𝐞𝐧𝐭 𝐍𝐞𝐞𝐝𝐬, 𝐓𝐚𝐢𝐥𝐨𝐫 𝐘𝐨𝐮𝐫 𝐀𝐝𝐯𝐢𝐜𝐞! 🎯 Make the most out of the abundant resources at your disposal, including best practice guides, checklists, templates, and workflow documents. 📚✨ These tools, spanning various sectors and specialisms, empower you to demonstrate a profound understanding of your clients and aid in obtaining sufficient information to fulfil your responsibility to provide suitable advice. Engage with your company, your network, your club, your lenders, and your peers. Each holds a wealth of valuable insights that will undoubtedly assist you in delivering exceptional customer outcomes. You will be surprised what's readily available! It's about taking reasonable care to ensure the suitability of advice, and acquiring adequate information is key to meeting this responsibility. 🧐📋 Embrace client-centric practices and witness the positive impact on your relationships and customer outcomes! #MortgageAdvisors #ClientCentricity #BestPractices #FCACompliance #PersonalisedService #AdviseAdviseAdvise Wise

The most underrated online review generation strategy! We work with loads of mortgage brokers helping celebrate their clients settlement and refinances. Online reviews are a critical part of gaining the trust of potential clients. Here's how we help them gain more online reviews through their client gifts. 1. A customer places an order with us. 2. They provide their Google Reviews link. 3. We print this link onto their client’s favorite alcohol bottle, along with branding and a personal message. 4. Client receives the gift and writes a review! Want to boost your business's reviews with unique client gifts? Drop me an email or slide into my DMs to learn more. james@theneighbourscellar.com.au #ClientGifts #SettlementGifts