Episode Details

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What to say to mortgage leads on the first call, word for word.

Most mortgage loan officers lose the deal on the first call by saying too much. Twenty-two options, MBS, rate talk. Clarity doesn’t come from information. It comes from one clear next step.

Steve Kyles walks through the First Call Framework he uses on every new lead:

• Step 1: “How did you meet your realtor?”
• Step 2: The Loyalty Uplift
• Step 3: “We have a very simple process”
• Step 4: Send the quick questionnaire. Never say “application.”
• Step 5: The Clear Move Plan: sales price, monthly payment, cash to close
• Step 6: “Would you tell Tom I’m taking great care of you?”

Plus the exact script for when a lead asks, “What’s your rate?”

Join the live training this Thursday at 12:00 PM Central, How to Predictably Close 10 Loans a Month: https://loanofficerleadership.com/webinar-10loans

Get the First Call Framework field guide: https://loanofficerleadership.com

Map out your next 12 months with Steve: https://mapyournextyear.com

Anything worth doing is worth doing badly. Just get started.

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