Description

Jeff Smith understands that a successful client experience revolves around two key interactions: the initial consultation and the pre qualification consultation. By having a consistent process in place, Jeff is able to provide a great experience for his clients every time. Jeff is a top 1% loan officer nationwide, so his consistent process has had a large role in providing a great experience for clients every time. 

Key Points:

• Same process with clients every time for a while, which has led to refining it over time
• Questions from clients have led to addressing certain topics at different points in the presentation
• Doing things the same way each time helps ensure a consistent experience for clients, regardless of mood or energy levels
• The goal is for every client to have a great experience and feel informed
• Questions from clients are generally answered by the presentation
• Create a process to deliver a great client experience every time
• Have the same templates and tools for each step in the process
• Refine the process over time based on client feedback
• Answer all client questions to avoid confusion
• Create a presentation that is tailored to each client's needs

Important Links & Info:
Follow Jeff:
Instagram: https://www.instagram.com/jeffsmithaz/
Facebook: https://www.facebook.com/profile.php?id=100002927397116
LinkedIn: https://www.linkedin.com/in/jeff-smith-40627016/

The Smith Team at CCM
Call Us: 480.909.4000
Email Us: thesmithteam@myccmortgage.com
APPLY NOW @ www.smith-team.com
CCM NMLS 3029 NMLS 1642793 NMLS 413643

Important Links & Info:
Follow Jeff:
Instagram: https://www.instagram.com/jeffsmithaz/
Facebook: https://www.facebook.com/profile.php?id=100002927397116
LinkedIn: https://www.linkedin.com/in/jeff-smith-40627016/

Jeff Smith - Tiger Home Loans
📲 480.909.4000
📩 jeff@tigerhomeloans.com
🔗 www.tigerhomeloans.com
Equal Housing Opportunity
Tiger Home Loans NMLS: 2425582 NMLS: 413643