Go Beyond Rates: The One Question That Will Transform Your First Client Call

Go Beyond Rates: The One Question That Will Transform Your First Client Call

Successfully navigating the initial phone call with a potential buyer is the cornerstone of any successful originator’s business. That first interaction is critical to evaluate the circumstances of the customer, assess their needs, and establish a personal connection with them that helps to separate you from the competition.

In this video, Loan Atlas member Charlie Peterson shares how applying just one powerful lesson from The Loan Atlas transformed the way he connects with clients during his initial meeting. By learning how to dig deeper into the “why” behind their decisions to buy, Charlie is now able to understand their true motivations, easily move beyond the discussion of rate, and consistently create a better loan experience.

What you'll gain from this video:
1️⃣ Mastering the Dreams and Goals Call: Learn how to ask the right questions to uncover what your clients really want—beyond just the rising rent or standard answers.
2️⃣ Building Trust and Rapport: Discover how digging deeper helps you go beyond casual conversations and form meaningful, trust-based relationships with your clients.
3️⃣ The Loan Atlas Strategy in Action: See how implementing just one key lesson from The Loan Atlas can make a significant impact on your business and client relationships.
➡️ Want to Improve Your Conversion Rate and Create a Better Client Experience? Join The Loan Atlas - The #1 Mortgage Training Platform and Community for Mortgage Originators: https://www.theloanatlas.com/founding...
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➡️ ABOUT JOSH METTLE
Josh is a distinguished author, mentor, and mortgage originator, consistently ranking in the top 1% by Mortgage Executive Magazine. Over his 23-year tenure as an originator, Josh has facilitated over $1.2 billion in mortgage origination volume, guiding thousands of families with optimized mortgage strategies that maximize wealth.

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