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 Our guest this week is Lisa Wells. Lisa is part of the Water Stone Mortgage group and has been in the industry for 19 years. She shares some awesome advice for working with Realtors and how to add wow moments to your process.

Get Lisa’s All About You Form. 



  • Location: Minneapolis, Minnesota
  • Brokerage: Waterstone Mortgage
  • Time in the Industry: 19 Years


‘The person who knows how will have a job. The person who knows why will always be their boss.’

Good Stuff

    • [spp-timestamp time=”[spp-timestamp time="2:25"]″] How did you get into the lending industry?
    • [spp-timestamp time=”[spp-timestamp time="3:40"]″] I made 6 figures before I left my server job because I still was not sure I could make it work.
    • [spp-timestamp time=”[spp-timestamp time="5:40"]″] You have to always be asking why.
    • [spp-timestamp time=”[spp-timestamp time="8:05"]″] Not following up has caused me missed opportunities in the past.
    • [spp-timestamp time=”[spp-timestamp time="12:23"]″] What does your routine look like?
    • [spp-timestamp time=”[spp-timestamp time="15:15"]″] Where do you get the majority of your business?
    • [spp-timestamp time=”[spp-timestamp time="17:35"]″] How is your team put together?
    • [spp-timestamp time=”[spp-timestamp time="18:45"]″] We get between 90 – 120 leads a month.
    • [spp-timestamp time=”[spp-timestamp time="22:50"]″] What we do is a commodity that you can get anywhere. What sets us apart is the customer experience.
    • [spp-timestamp time=”[spp-timestamp time="24:20"]″] How do you keep your process on track?
    • [spp-timestamp time=”[spp-timestamp time="25:00"]″] Lisa talks about what her client interaction process looks like.
    • [spp-timestamp time=”[spp-timestamp time="26:43"]″] All about you form.
    • [spp-timestamp time=”[spp-timestamp time="29:40"]″] We even send gifts to our client’s pets.
    • [spp-timestamp time=”[spp-timestamp time="30:10"]″] I’m big into video, so I send my clients a video the day before they come in for a prequalification appointment.
    • [spp-timestamp time=”[spp-timestamp time="30:50"]″] Anyone can write a mortgage. It’s my job to make it an experience.
    • [spp-timestamp time=”[spp-timestamp time="33:00"]″] What is something you can share with us that we can’t find out about you on google?
    • [spp-timestamp time=”[spp-timestamp time="33:56"]″] Rapid fire questions.
    • [spp-timestamp time=”[spp-timestamp time="35:40"]″] If you could go back in time, what advice would you give your younger self?


Zillow Reviews

The Leadership Handbook – John C Maxwell

Focus 3 

School of Greatness 

The Core Coaching Program

All About You Form



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