7. Tag Lines

When your answer phone, make sure you answer it in a professional manner and state your name. You can also add a tag line promoting a product or promotion. Here are a few examples.

•Hello, thank you for calling XYZ Mortgage Company, this is John Doe, how may I help you?

•Hello, thank you for calling XYZ Mortgage Company, this is John Doe, have you heard about our interest only loans?

8. Partnerships

Partner up with a few Realtors in you area, this way you can attend their open houses, this is a great way to make contacts and make people aware of all programs you have available. Remember to be prepared with plenty of business cards and literature.

9. Product Knowledge

This is perhaps one of most important marketing tools that you can posses. It is so important to have ability to be able to speak off cuff when asked about a particular product. It sends a clear message to customer that you know what you are talking about, and better you know product more confident you will be. Remember, your client is considering perhaps biggest financial decision they will ever make, they need to trust you and believe in you! Take ten minutes out of every day to learn some of benefits of programs your company offers. You’ll be surprised at how quickly you become an expert.

10. Show them your appreciation

Over course of loan process, it is fair to say that you have built a very good relationship with your customer, and like all relationships you want this one to last. Once loan is closed, take time to thank them by sending them something to let them know that you appreciate their business. It could be a thank you card, or a small care package. My suggestion would be to send them a small care package, preferably to their work place, this way, all of their fellow employees will want to know who sent it and why, this is a great way to get them talking about you, which could easily lead to lots of referrals.