It is no secret that the mortgage industry is a very competitive one. You’re up against banks and other brokers selling the same products, how can you stand out?
The answer lies in you. You have the skills to get your clients their mortgage but to do more than that, to draw people to you in the first place and make them come back, you need to utilise your skills to deliver a memorable and positive experience.
Some people still worry about automating processes and digitally transforming their business, but done right, a software should showcase your skills and help you become a better mortgage broker.
Here’s 4 key skills you can enhance using Sentry:
Communication
If there’s anything mortgage brokers need to be good at, it’s communication. We don’t just mean answering enquiries, updating clients on case progress or conversing with lenders. We’re talking about understanding client needs, delivering expert advice and effective solutions. Keeping you organised and your clients in the loop, you can expect streamlined communication using Sentry without losing the personal touch!
Detail-oriented
Some mortgage cases are easy, others more complex. Either way, paying attention to your clients needs and getting things right the first time is crucial for your reputation. Listen and log as much information as you can to help you get to know your clients and demonstrate another level of professionalism and care. Whether it’s personal information like remembering a clients anniversary or noticing a subtle hint that they require an additional service, keeping your ears open will benefit you in more ways than one. With a little help from Sentry, you can record and recall detailed case-related and personal information whenever, wherever.
Transparency
Becoming a trusted mortgage broker means being honest with your clients. If you have a client whose application gets declined, whose credit score is too low or whose borrowing is lower than they hoped, you have to deliver this information one way or another. However, if you can suggest a feasible solution to improve your clients mortgage chances, they’re more likely to stick around rather than allow the bad news to question your capability and perhaps even look elsewhere. Using Sentry’s financial tools, you can deliver a great experience despite these hiccups. Call it added value, show your clients you care about improving their financial position and increasing their net worth not just about getting a green light on their mortgage.
Adaptable
Though every client is different, you don’t have time to give each and every one special treatment. Allow Sentry to help you adapt quickly using their personal and financial information at your fingertips. You’ll soon find that the automations in Sentry free up some of your time so that you can focus on keeping up with the changing mortgage market, finding the best deals for clients and making swift decisions to get them through your sales funnel.
2020 has been a whirlwind of a year, it’s difficult to predict what we’ll face in 2021. Though you can guarantee, if you invest in a software that can help you improve the above key skills, you’ve got a better chance of tackling any client or business related problem thrown at you.