Scott Peckford and Jamie Moi Answer Your Mortgage Broker Questions
This week’s question comes from Jake Abramowicz, a mortgage broker and guest from ILMB 111. He asks: I am targeting January 2018 as my one month working down south. Please share with me your secrets, tips, and tricks for doing this job away from your home base.
- You need to be able to communicate.
- Look into setting up a VoIP phone system.
- Ensure that you have access to good, reliable internet while travelling.
- Having an effective means of editing documents is crucial.
- When first starting out, it’s important to put a face to your name and meet with your clients in person. Over time, Jamie shares that she rarely needs to meet with clients.
- Putting a pen to paper is often more reliable than online signature or approval programs. Have your clients keep a copy of the paperwork for their records and scan or fax a copy to you.
- Remember to keep in mind the potential time zone differences between you and clients when working remotely.
- Set upfront expectations for your clients.
- Create long-term relationships with clients, not one-off transactions.
- Receiving initial applications in writing shows a client’s willingness to provide written documents long-term.
- Especially while working remotely, it is important to keep in touch with clients on a consistent basis through e-mail or phone calls.
- Find out financial information upfront.
- Clear instruction and guidance through e-mail is one of the most effective means of working remotely.
- Try working remotely from home for a week to see what it would be like while travelling.
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