How to be a Mortgage AdvisorBecoming a Mortgage Advisor
Talking to Daniel about his part, how he began his carrier and his passion for client service. Talk to me a little about your part and the kind of clients you work with. Daniel: My clients come from everywhere. Whether it's your day-to-day client going to a store to buy their first home, a business client, a business client or a client in a difficult situation.
It' s about giving different kinds of person the right kind of counsel. Looking at different kinds of uses like mortgage and help buy, and transfer an old installment to a new one. It' means faith for the client - he knows who to turn to and he trusts me. Much of my work is about client referrals.
When I have a call that I miss, I contact the client within 24hrs. Daniel: I have 10 dates in my journal, and seven to eight of them should be personal. If I' m with a client, I spent two or two and a half with him.
Also, I spent a great deal of my speaking hours on the telephone to answer their queries, but we only talk for about 10-20mins. Jen: I know when I bought my home, sometimes I sent an SMS to my mortgage advisor when I had a short ask - is that something you do? Daniel: Texts can be very important, especially if clients don't have an answering service, or sometimes I still write them a text when I leave them a voice mail.
Jen: I can really say that you are really impassioned about what you do, but how did you become a mortgage advisor? I actually joined the military, but I broke my leg and I could either skin or walk on the potato. I' ve always been good at speaking to clients - later I went to an electronics shop and trained staff how to talk to clients and how to establish relationships.
Initially I was a client advisor, using the same ethical approach as before, I became a branch manager. A few years later, as branch manager, I was missing the interactions and conversations with the clients. So I worked really hard to get my skills in my role at the CeMAP and got a new incentive to help them.
Last year I was number one in mortgage loans! Do you have any suggestions for those who want to begin a mortgage consulting career? Do you? Daniel: It's such a worthwhile part, but it can be a challenge. One spends a great deal of one' s life with humans and has to verify a great deal of information. It is important that you can have a talk because you really need to address your customers.
It is not only a matter of assisting the client, but also of protecting the institution. Verify information before running an app, administer your pipelines, verify your incomming phone records, and make sure your clients are called. Besides, you're starting a great carreer. Are you looking not only for a worthwhile position, but also for a great start to your life?
Have a look at our Mortgage Adviser rolls and how Daniel could help our clients find a great home.