How Mortgage Originators Can Manage Their Database and Maximize Refinancing Opportunities

In this episode of the 360 Experience Podcast, Tim Braheem takes center stage as both host and guest to dive deep into a crucial and timely topic: managing your database to capitalize on the current refinance boom.
Tim shares his proven strategies for becoming a debt manager, guiding clients through the refinance process with precision and speed—because, as he explains, you make a living on purchases, but you retire on refinances.
If you're looking to build stronger client relationships and lock in more loans, this episode will equip you with the tools you need to thrive in today's market.

What you'll gain from this video:
1️⃣ Strike Rates & Speed: Learn how setting a strike rate can give you a competitive edge and allow you to move fast when rates drop.
2️⃣ Database Segmentation: Tim's proven method for categorizing clients so you know exactly who to call when opportunities arise.
3️⃣ The Power of Relationships: How proactive communication and debt management build loyalty, helping you stand out from competitors.
➡️ Ready to take action on Tim’s refinance strategies? Download the FREE Refinance Master Plan and learn how to get your clients prepped and ready, so you can move quickly when rates drop: https://go.theloanatlas.com/refinance...

0:00 - Introduction
1:36 - The Problem Most Originators Face with Database Management
6:16 - Sorting Your Database for Refi's
10:24 - What is the Cumulative Debt Burden your Clients are Facing and Establishing a Strike Rate
21:20 - The Most Important Question You Will Ever Need to Answer
22:39 - Finalizing the Close Quickly and with Permission
29:04 - Overcoming the "I want to wait" Objection
36:55 - Dealing with Servicers Calling Your Clients
39:00 - How to Establish a Strike Rate

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➡️ ABOUT TIM BRAHEEM
With more than 25 years of experience as a highly successful mortgage professional, industry leader, educator, and life coach, Tim Braheem is committed to engaging with people on a deep level and helping them uncover the barriers they have placed in the way of having the level of success they deserve in both their business and personal lives.

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