A Young LO’s Approach to Fully Educating Clients is Helping his Business Take Off Mortgage brokers only get one chance to make a first impression. By educating clients on what they can truly afford, LO’s set themselves up to not get shopped. How can mortgage brokers win more deals and put their borrowers in the best financial situation? Watch Episode #122 of the Good. Better. Broker. podcast to find out how an LO 5X’d his business with a pre-approval strategy tailored to every borrower’s individual situation. In this episode of the Good. Better. Broker. podcast, you’ll learn how to win over more borrowers by explaining all the details of their mortgage up front. In this episode, we discuss… 0:00 - Intro 1:30: How Lucas figured out he had a knack for great customer service 2:38: Prioritizing relationship building instead of selling 4:23: The opportunity Lucas saw to set himself apart 8:46: Explaining tax reassessments to borrowers 10:57: The spreadsheet Lucas puts in front of his borrowers and real estate agents 14:18: Why Lucas gives borrowers as much information as possible up front 16:29: What Lucas does before a client’s first payment is due 19:17: Tailoring every pre-approval call to each borrower’s situation 21:40: The impact of Lucas’ pre-approval process on his business growth About the Host: Justin White is UWM’s in-house brand journalist and the host of UWM Daily. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University. Episode 122 | A Pre-Approval Strategy Guaranteed to Win Deals Listen & Subscribe to the Podcast: Apple Podcasts, Spotify – https://www.uwm.com/good-better-broker?utm_source=youtube&utm_medium=streaming&utm_campaign=gbb THIS INFORMATION IS PROVIDED TO MORTGAGE PROFESSIONALS ONLY, AND IS NOT INTENDED FOR, OR, AUTHORIZED FOR CONSUMER DISTRIBUTION. THE VIEWS EXPRESSED BY GUESTS ARE THEIR OWN, AND DO NOT NECESSARILY REPRESENT THE VIEWS OF UNITED WHOLESALE MORTGAGE, LLC. THE INFORMATION, OPINIONS, AND RECOMMENDATIONS PRESENTED IN THIS PODCAST SERIES DO NOT CONSTITUTE LEGAL OR OTHER PROFESSIONAL ADVICE OR ENDORSEMENTS OF ANY KIND.

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