Ep. 9 | Build a Mortgage Practice JUGGERNAUT by Mastering Systems of Service w/Tyler Osby
The 360 Experience
The Importance of Proactivity in Mortgage Practices
Learn about the advantages of proactively scheduling tasks in a mortgage practice to enhance client experiences and streamline processes for better outcomes.
IN THIS EPISODE, Tim sits down with Successful Marketer, Business Systems Creator, and Top Mortgage Producer Tyler Osby to discuss creating superior systems for customer service, successful marketing strategies, and how to generate consistent monthly purchase business in the current market.
YOU WILL LEARN ABOUT
- Why Systems are Critical to your Success
- Importance of Proactive Consistent Communication
- Leveraging In-Process Perishable Gifts
- Self Service Process Automation Tactics
- Win by Creating Certainty for Your Client
- Team Service Level Agreements
- High-Value Agent Strategy Workshop
- Advantages of Marketing a Niche
WHO IS TYLER OSBY
Tyler is a Top Producing originating branch manager and a certified mortgage planner with the Tyler Osby Team at Fairway Independent Mortgage in Des Moines, Iowa. He is also the President of Osby Labs, a consulting and software company that takes marketing strategies from conception to implementation with the use of tested strategies using technology.
*** Tyler's Update Template is below.***
➡️ Join The Loan Atlas to get coaching that will help you stop chasing leads and start building real relationships that grow your business: https://go.theloanatlas.com/membership
➡️ ABOUT TIM BRAHEEM
With more than 25 years of experience as a highly successful mortgage professional, industry leader, educator, and life coach, Tim Braheem is committed to engaging with people on a deep level and helping them uncover the barriers they have placed in the way of having the level of success they deserve in both their business and personal lives.
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**** TYLERS WEEKLY UPDATE TEMPLATE****
Subject: BUYERS NAME's Weekly Update for ADDRESS
Hey everyone!
Below is your detailed weekly update on the major milestones of Hannah's transaction. We’ve highlighted the items that have changed from last week.
We’re looking forward to an on-time, under budget, and no surprises closing!
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Closing Information:
Date: Friday, December 9, 2022
Time: 10:00 AM
Location: Place and Address
Appraisal:
Expected By: 11/11/2022
Received On: 11/10/2022
Comments: We will need to order a final inspection once the windows have been replaced - keep us posted on the progress as you hear more from the window companies.
Underwriting Approval:
Expected By: 11/16/2022
Received On: 11/11/2022
Comments: We have our initial approval, and we're working on finalizing a few final time-sensitive things for our clear to close.
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If you know anyone else looking for advice on home financing, please let us know. We would love to help them out too!
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