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How This Brokerage Handles Every Lead Like Gold
Are you a real estate agent, mortgage professional, or business owner trying to scale without sacrificing client experience?

In this episode of the Mortgage Minute, I'm joined by Chris Grosso from Visualize Communications to share how I've scaled Fides Mortgages while maintaining a 100% close rate and delivering white-glove service. We break down how my team uses high-touch systems, real-time updates, and a deeply personalized approach to keep clients calm and referral partners confident—even in a challenging market. You'll hear what makes Fides' process different, how we coaches agents to succeed, and why delegation is the key to growth. Plus, we touch on new tools like bridge loan options and down payment support through Ourboro.

In this video, I sit down with Chris Grosso to reveal how I built a scalable, human-first mortgage business with a 100% close rate and systems that keep agents, clients, and partners aligned.

Follow along with us 👇
00:00 Intro: What's New at Fides
3:20 Upgrading Systems for Better Client Experience
8:05 The Power of Human Touch in Follow-Ups
13:00 Coaching, Team Culture, and Daily Training
18:30 Delegation: What to Keep and What to Pass On
27:00 Why Agents Need to Own Prospecting
36:15 Bridge Loans Without a Firm Sale & Final Thoughts

#mortgage #mortgagebroker #mortgagetips

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