Having a Database of Relationships, not Transactions w/Jill Underwood


Manage episode 308025353 series 2396505
על ידי Next Level Loan Officers התגלה על ידי Player FM והקהילה שלנו - זכויות היוצרים שמורות למפרסם, לא ל-Player FM, והשמע מוזרם ישירות מהשרתים שלכם. הירשמו כדי לעקוב אחר עדכונים ב-Player FM, או הדביקו את כתובת העדכונים באפליקציות פודקאסט אחרות.

Veteran mortgage pro Jill Underwood joins Kellen Vaughn to discuss how she focuses on the value of her relationships as it relates to her business. Jill also discusses her process of working her database and how being personal creates loyalty with her clients.

2:05 Intro to Jill

6:25 Jill’s baseball card

10:30 Working your database

17:00 Talking to past clients


“I learned very early in this business, the value of relationships.”

“The one thing every LO has to learn is how to take time off and walk away.”

“35% of my business comes from my past clients and their referrals.”

“When you show that you really care, your client will stay with you and not shop around.”
“Our world needs more love and that is my skillset.”

Key Takeaways:

You have to find time for yourself and be able to be away from your business.

You need to be consistent with reaching out to your database.

You absolutely should work your database, but your focus should be on your raving fans.

Showing that you care means going beyond their financial situation and being personal.


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