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Customer Contact & Databasing

The Art of Following Up:
A Wholesale originators greatest strength or greatest weakness can be summed up in two words; follow up. The better the originator follows up the more business they'll realize. Learn the proven techniques of successful originators and watch it change your career.

Setting the Customer's Expectations:
Communicating effectively with the consumer can be a challenge when the information they are receiving at loan application and during the process of the mortgage is so overwhelming. This module teaches you how to set their expectations and eliminate mis-communication.

Customer Ten Step Sales Process:
Your customers are more informed than ever. Learn the 10 step sales process that sets you apart from your competition and puts the customer in your pipeline.

Creating Client Loyalty:
(referral source and referred client) Originators and companies spends thousands of dollars to get a client. Don't let those dollars go down the drain. Learn the techniques that keep your clients loyal to you.

Turning Customer Complaints Into Referral Opportunities:
Don't run away from a customer complaint. Learn how to handle it with finesse'. You'll learn what to say to an unhappy customer that will turn them into your biggest fan.

Creating Raving Fans:
Wholesale originators are in the business of referrals. Word of mouth from your referral sources can either make your business or break your business. You'll find out the techniques used to have your customers selling for you rather than you trying to sell yourself everyday.

Databasing Basics:
One of the hottest trends for mortgage bankers is keeping in contact with previous customers. Whether you're set up on a computer system, or you're still keeping your information on paper, this module will teach you what to keep track of, how to keep track of it and how to sell to your past customers.

5 Most Common Referred Client Objections And How To Turn Them Around:
The majority of your consumers will have the same objections, such as "your rate is too high". We've identified these objections and teach you what to say and how to say it in order to get the business from your competition. Extensive role playing is involved.


Royale Dynamics, Inc.
613 West Main Street
West Dundee, IL, 60118
(800) 585-5666

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