80: 7 Tactics to Get Client Documents in Faster
Manage episode 463554171 series 3489252
MODERN MORTGAGE BROKER BROADCAST CHANNEL
๐ค Join for FREE Tips, Tools, & Strategies!
***
WATCH
โถ๏ธ Watch this episode on YouTube
***
EPISODE DESCRIPTION
In this episode, Brandon and Tom do a deep dive on 7 different tactics you can use to get applications & documents in faster from clients, so you can client experience and boost efficiency.
Brandon and Tom discuss:
โ Developing a client roadmap, making it easy, and explaining the "why".
โ Setting deadlines and providing incentives.
โ Looping in referral partners and staying top of mind with social media.
***
TANGO ONTARIO
๐ Join Team Tango
๐ง Email Us โ [email protected]
๐ซ Bulletproof Compliance Guide
***
CONNECT
๐ธ Connect on Instagram (CB)
๐ธ Connect on Instagram (Tom)
๐ธ Connect on Instagram (Brandon)
***
SAY THANKS
๐ Leave a review on Apple Podcasts
๐ข Leave a rating on Spotify
***
93 episod