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140: How Lisa Pellerin Uses Events To Build Her Mortgage Business

by | Mar 17, 2017 | I LOVE MORTGAGE BROKERING, Podcasts | 4 comments

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

  • [2:20] What’s been working well for you?
  • [2:50] How have you been reaching out to your past clients?
  • [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.
  • [7:50] What are going to become a big problem are older clients that still have mortgages.
  • [8:20] What do you do to get people to call you back?
  • [10:15] What’s something you learned this year that you wish you learned sooner?
  • [11:00] I found my niche with self-employed clients.
  • [12:21] A support team are crucial to building your business.
  • [13:05] How is your team structured?
  • [16:45] What made you start doing community events?
  • [18:50] We did some research and learned that people are not as enthused about an annual winner take all draw.
  • [19:43] What is one tool or app you can’t live without?
  • [21:39] How important is the phone to your business?
  • [23:54] What’s one thing people can’t find out about you on google?

Tools

 

 

More About Lisa

Host

More Shows

See more notes and other episodes at the I Love Mortgage Brokering website.

4 Comments

  1. Ben Salami on March 21, 2017 at 4:12 PM

    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.

    • Lisa Pellerin on March 22, 2017 at 6:06 AM

      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 🙂

  2. Mortgagelady on May 5, 2017 at 9:35 AM

    Another great Pod! Thanks Scott. I’d love to get a copy of the payment increase calculator =)

    • Scott Peckford on May 5, 2017 at 10:32 AM

      Send me an email and I would be happy to send to you.

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