Lisa Pellerin is our guest this week. She shares how anniversary calls have made a big impact on her business, and how coaching her clients about payment shock is a great way to invest in her database.
To check out Lisa’s last interview, check out episode 47.
Stats
- Years as a broker: 5 years
- Location: Burlington Ontario
Lisa’s Quotes
- I wish from the start I did not try to be everything to everyone.
Good Stuff
- [spp-timestamp time=”[spp-timestamp time="2:20"]″] What’s been working well for you?
- [spp-timestamp time=”[spp-timestamp time="2:50"]″] How have you been reaching out to your past clients?
- [spp-timestamp time=”[spp-timestamp time="6:15"]″] First time home buyers jumping into bi-weekly payments might be a bit much; it’s best to ease them into that method.
- [spp-timestamp time=”[spp-timestamp time="7:50"]″] What are going to become a big problem are older clients that still have mortgages.
- [spp-timestamp time=”[spp-timestamp time="8:20"]″] What do you do to get people to call you back?
- [spp-timestamp time=”[spp-timestamp time="10:15"]″] What’s something you learned this year that you wish you learned sooner?
- [spp-timestamp time=”[spp-timestamp time="11:00"]″] I found my niche with self-employed clients.
- [spp-timestamp time=”[spp-timestamp time="12:21"]″] A support team are crucial to building your business.
- [spp-timestamp time=”[spp-timestamp time="13:05"]″] How is your team structured?
- [spp-timestamp time=”[spp-timestamp time="16:45"]″] What made you start doing community events?
- [spp-timestamp time=”[spp-timestamp time="18:50"]″] We did some research and learned that people are not as enthused about an annual winner take all draw.
- [spp-timestamp time=”[spp-timestamp time="19:43"]″] What is one tool or app you can’t live without?
- [spp-timestamp time=”[spp-timestamp time="21:39"]″] How important is the phone to your business?
- [spp-timestamp time=”[spp-timestamp time="23:54"]″] What’s one thing people can’t find out about you on google?
Tools
More About Lisa
- Web: lamortgageteam.com
- Phone: 905-581-7407
- Email: la@lamortgageteam.com
Host
More Shows
See more notes and other episodes at the I Love Mortgage Brokering website.
Thank you Lisa and Ana for mentioning us. We are so happy to be able to take part of the growth of LA. My entire team has been jumping up and down all day.
We are planning for some really awesome features in the next few updates that will definitely help the entire industry increase shares. Exciting times are ahead.
Ben you and your team are just awesome and every mortgage agent/broker needs to know about the cutting-edge mortgage app you have created. Our partners and clients LOVE it and it has helped grow our business!!! Ben’s service is top-notch and he is an amazing partner in our business. See, I am a woman of many words 🙂
Another great Pod! Thanks Scott. I’d love to get a copy of the payment increase calculator =)
Send me an email and I would be happy to send to you.