Heather Pitz’s Post

This was me 7 years ago on my first day as a personal banker 🏦 I had experience in branch banking before, was well versed in how to build rapport with customers, and had experience in sales. However.... I was SUPER uncomfortable talking to people about money 😳💵 Which, as I discovered, was a very important part of the job 😬 Now, that's all I do in mortgages, and it's not weird anymore. Your knowledge grows, your skill sets grow, and as a result your confidence grows. I have a much deeper understanding now of what problems I solve for people, and how I do it. I've been thinking about this time and even this photo a lot recently because.... I imagine it's how many real estate agents feel post NAR lawsuit settlement and with the upcoming changes to buyer's agency. (If you want a recap of the changes to buyer's agency, read here 🌐 https://lnkd.in/g9eNr9mf) Real estate agents will now have to have money conversations with their clients much earlier in the buying process than they are accustomed to, or even talk about money PERIOD. They will also have to more clearly define the service they provide to a paying public, just like all other sales people. If you're a real estate agent here's my point.... 1) If you're feeling you're uncomfortable about the changes to buyer's agency, recognize it may stem from your own beliefs about money and people. That was the realization I had to have pointed out to me. BUT, the good news is.... 2) YOU CAN CHANGE AND GROW. You don't have to stay uncomfortable. You have the ability to learn and grow new skills, skills the market place is more than will to pay for when you develop their value. You've probably already done it before just getting your real estate license. Now is our opportunity to do it again. If you ever want to talk, or even role-play, I'm here to help ☺️ #YouHaveToCallDavid

🤯 How to Keep Clients for Life and Get Referrals for Free 🤑 Good evening, LinkedIn community! Today, I want to share a story that underscores the power of exceptional customer service and how it can transform your business. A client I closed with two weeks ago recently faced a complication. Respecting their privacy, I'll keep the details brief, but it took us about half a day to resolve the issue. What stood out to me was what the client said afterward: "I never thought in a million years you would even return my call after we closed. My previous experiences with mortgage bankers were so different. Once the job was done, I never heard from them again. But now, after this transaction, I will never do business with anyone else except you." This isn't about bragging. The real takeaway is this: it's not just about making the quick sale. It's about delivering on your promises, being there for your clients, going the extra mile, and genuinely caring. This is how you build long-lasting relationships, gain referrals, and protect your company's reputation. Here are a few key principles to remember: 1. Follow Through Post-Sale: Stay connected with your clients even after the deal is closed. This shows them that you value the relationship beyond the transaction. 2. Resolve Issues Promptly: When complications arise, address them quickly and efficiently. Your responsiveness can turn a potential negative into a positive experience. 3. Exceed Expectations: Always strive to go above and beyond for your clients. This level of service leaves a lasting impression and turns clients into loyal advocates. By embodying these principles, you can ensure that your clients stay with you for life and happily refer others to your business. Exceptional customer service is the key to sustainable success. #CustomerService #ClientCare #SalesSuccess #LongTermRelationships #ProfessionalGrowth #Referrals #SalesTips #Fortune500

The other day, over a coffee catch-up , my friend Alex shared their challenges as a new mortgage broker. The struggle to find clients and manage endless paperwork was taking a toll. That's when I remembered SmartFinn Advisors. I knew it could be a game-changer for Alex. "SmartFinn has a complete setup for new brokers," I told her. From CRM tools and credit report services to professional indemnity cover, SmartFinn keeps things organized and secure. They even provide a personalized website and Gmail account to establish a professional online presence. Weekly personalized social media posts? Check ✔️. No more worrying about what to post or how to engage online. Their marketing team is on hand for campaign support and fresh ideas. The best part? Free mentoring and scenario support. Whether Alex gets stuck or faces a complex situation, there's a team ready to help. Automated fact sheets, instant credit reports, and tools for extracting statements streamline the tedious tasks. Data entry and admin support are all covered too. Seeing the relief in Alex's eyes was priceless 😊. By the end of our chat, Alex felt much more optimistic about the future. For any brokers feeling overwhelmed, SmartFinn Advisors might just be the solution you need. With everything set up to make your life easier, you can focus on what truly matters: helping your clients succeed 🚀. Contact Demal George Smartfinn Advisors for more info! #MortgageBroker #SmartFinnAdvisors #ClientSuccess #ProfessionalGrowth #MortgageIndustry #BrokerSupport #MarketingSolutions #FinancialServices #BusinessSolutions #Mentoring #CRM #FinanceTips #ProfessionalDevelopment #BrokerLife

In-house or self-employed... 🤔 As lending industry specialists, this is a question that we are asked A LOT. So, to help you come to an informed decision about the option that best fits your brokerage, Nadia Knight recently posted a blog on our website, and here are some of the highlights... ...to find out more about your options, contact Nadia here or via the contact details on the final page. #employedorselfemployed #mortgagebrokers #hiring #recruitment #teambuilding #hiringbrokers

 Elevate Your Business with Comprehensive BPO Services!   Exciting news!  We're thrilled to introduce our all-in-one BPO services designed to supercharge your business growth! Imagine having a team that handles everything – from expert transaction coordination and efficient assistants to daily content creation, cold calling prowess, and lead nurturing excellence. Transaction Coordination: Seamlessly manage your deals from start to finish with our dedicated experts.  Assistant Services: Stay organized and focused while our efficient assistants handle the day-to-day tasks, allowing you to shine in your zone of genius. Daily Content Creation: Keep your audience engaged with fresh and compelling content daily. Elevate your online presence effortlessly! Cold Calling Expertise: Maximize your outreach with our skilled cold-calling team. Turn leads into valuable connections with finesse. Lead Nurturing: Nurture your leads strategically, ensuring every potential opportunity blossoms into a successful collaboration. Why juggle multiple services when you can have it all under one roof? Let us be the driving force behind your success. Ready to level up your business game? Drop us a message, and let's embark on this exciting journey together! #BPO #BusinessGrowth #TeamworkMakesTheDreamWork #SOSABPO #SOSA #RealEstae #RealEstateTeams #Mortgage #Brokers #TS #ColdCalling #NurturingLeads 

Attention Mortgage Agents and Brokers! TFC Tech Thursday is here! Working for a brokerage that actively supports your business can significantly impact your success and professional growth. Here are some key reasons why such support is crucial: **Access to Resources:** A supportive brokerage provides access to a wealth of resources, including marketing materials, technology tools, and industry insights. This can save you time and effort in building your business from scratch. **Training and Development:** Ongoing training and professional development opportunities are vital for staying current with industry trends and regulations. A brokerage that invests in your education contributes to your expertise and competitiveness. **Brand Recognition:** Aligning with a reputable brokerage enhances your credibility in the market. Clients are often more trusting of established brands, making it easier to attract and retain business. **Marketing Assistance:** Effective marketing is crucial in real estate. A brokerage that supports your business will likely offer marketing assistance, helping you promote your services, generate leads, and build a strong online presence. **Administrative Support:** Administrative tasks can be time-consuming and detract from client-focused activities. A brokerage that offers administrative support allows you to concentrate on building client relationships and growing your business. **Collaboration and Mentorship:** The ability to collaborate with experienced professionals within the brokerage fosters a culture of mentorship. Learning from others' experiences can accelerate your learning curve and help you avoid common pitfalls. **Technology Infrastructure:** In today's digital age, having access to advanced technology is essential. A supportive brokerage invests in cutting-edge tools and software, streamlining your workflow and improving client experiences. **Responsive Leadership:** A brokerage with responsive and approachable leadership is key. When challenges arise, having leaders who are willing to listen, provide guidance, and actively address concerns can contribute to a positive work environment. Want more details? Let's chat! https://lnkd.in/gQcsDxnb #BeyondTheNumbers #ClientConnection #MortgageGuidance #CommunicationMatters #YourMortgagePartner #SocialMediaSupport #TransparentTransactions #CanadianHomeDreams #BrokerageBuddy #NavigatingHomeFinances #YourMortgageStory #CustomerFirstApproach #HomeOwnershipJourney #MortgageWellness #ClientCareCommitment #DigitalMortgageExperience #SupportiveBrokerage #HomeFinanceSimplified #CanadianDreamHome #TogetherWeThrive #MortgageMentorship #CommunicationExcellence #YourHomeFinanceTeam #NavigatingTheMarket #ClientFocusedBrokerage

The Power of "I Can Help With That" Early in my career, I worked at a local New Orleans bank called Whitney Bank (now Hancock Whitney Bank) in their call center as a customer service rep. Our customer service manager taught us a valuable lesson that has stayed with me throughout my professional journey: _always start client conversations with "I can help with that."_ It didn't matter if the client was calling about an overdrawn account, a credit card inquiry, or a home loan, or whatever...; this simple phrase immediately put them at ease. It shifted the burden from the client to us, as representatives of the bank, making them feel heard and supported. This experience resonated with me and has influenced every job I've had since. In the agency world, making clients feel comfortable is a huge part of our success. Clear communication and demonstrating that we have their best interests in mind are key to building strong relationships. Even today, it's become our motto and it's the first line of copy you see on the home page of our website. I encourage everyone in client-facing roles to adopt this approach. Whether you can directly assist the client or lead them to someone who can, always put forth the idea of how you can help. It can make a world of difference in building trust and fostering long-lasting partnerships. I hope this tidbit of information helps someone out there! #customerservice #clientrelationships #communication #businesstips

Focus and Follow Up ✔ A Few Stories about F%!*'ing Up I'm extremely detailed, build systems, time block and triage like a boss! Even this resourceful, knowledgeable gal drops the ball - And not once, but TWICE yesterday! I missed two huge details that could have cost me business. 🤦♀️ Story 1 - I should have known but I didn't.... One of my clients who works behind the scenes (who I think is wicked smart and would always be excited to work with) opened up a new brokerage. HE reached out to me to work together. I should have been so flattered. My mistake - I should have known this was going down months ago. 🤦♀️ Story 2 - I should have known but I didn't..... One of my clients is opening a new office and should be in the new space in January. HE let me know the new office address. Awesome to hear, but something tells me he didn't pull the trigger on this move yesterday. My mistake - Not knowing his 1st Quarter Plans and Goals like the back of my hand. One of my biggest strengths is going deep with my customers and having incredible relationships. I beat myself up big time yesterday. How did I not know?? The moral of the story is systems are really important for follow up and growing your business. I will preach this all day long. I sat back and asked myself if I didn't have some of my systems in place would this number be twenty and not two? It definitely would be. Gotta go and tweak my systems to be a bit tighter. Maybe this is the perfect time to take a look at yours too? I love helping Loan Officers & Processors grow their business and be more efficient by implementing systems. If this is something you are interested in, reach out [email protected] #sales #mortgage #salestips #salesdevelopment #salesexcellence #loanofficer #strategicplanning

Having transitioned from a sales role to a Business Analyst at United Wholesale Mortgage; I've come to appreciate the immense value of open-ended questioning in both fields. In sales, open-ended questions allowed me to uncover the needs, concerns, and aspirations of my clients. It was beyond just making a sale; it was about building a relationship based on trust and understanding. As I moved into my role as a Business Analyst, I found a new perspective on these questions. They became a tool to dive deep into systems, processes, and user experiences, helping me to analyze and understand complex business requirements. Open-ended questions do not just seek a 'yes' or a 'no'. They elicit detailed responses, encourage dialogue, and foster innovative thinking. They're the key to uncovering the real needs and potential improvements that can transform business operations.  Active listening is a vital component in forming open-ended questions that is often overlooked. More often than not, the desire for an immediate response leads to an abundance of questions but compromises the quality of the conversation. It is crucial to listen with the intention to comprehend, rather than merely preparing a response. This is the indispensable counterpart to the art of asking meaningful questions. Whether you're trying to understand a client's mortgage needs or working to optimize a business process, open-ended questions are your best tool for success. They've been my passion and I encourage all professionals, regardless of their field, to leverage their power. Remember, the quality of the answers we receive is directly related to the quality of the questions we ask. #UWM #OpenEndedQuestion #WantMoreDoMore #Domiante

If you've been waiting for a sign to make that career change, this is it. It's time to spring in to action!🌷 Reach out to Lisa Whiteley DipPFS for a confidential discussion about the next steps in your career- details are listed below👇 Carl Parker Dip PFS Paul Coggins AdvCeMAP CeRER Just Mortgages SE Group #caeeropportunity #financialservices #adviserswanted