Hiring

Selling

Managing/Coaching

Writing a Winning Marketing Plan

Building long-term referral relationships with clients is essential for any loan originator's success. Producers employ a wide variety of contact methods to keep in touch with referral clients including regular phone calls, personal visits, lunches, quarterly newsletters, email updates, presentations and annual greeting cards, to name a few.

Top producers know that creating lasting referral relationships takes time, effort and above all, consistency. Haphazard or random marketing efforts are not enough to earn a client's trust and referral business on a long-term basis.

When developing a marketing plan, keep in mind that not every target group needs to receive every type of communications. For example, five marketing activities might target real estate agents while three touch-points might be effective for CPAs

News

• Register today for Pat's upcoming session on "Best Practices in Loan Officer Recruiting and Sales Training" at the 2012 Regional Conference of MBAs in Atlantic City, N.J. on March 15, 2012. Get the details here.

• Did you miss Pat's session at the National MBA Conference on the Best Practices in Sales Training and Retention of Top Producers? View the key presentation points (PDF) here.

• With Mortgage Sales Playbook on the Go, our newest product, you can access state-of-the-art sales training on your mobile phone. Contact sales@qfsconsulting.com.

• Pat's latest article, "Walking the Walk: Three Keys to Sales Success in Origination," appears in the May 2011 issue of MBA magazine. View a copy here (PDF)

• J.D. Power ranked three of our clients in the Top 6 in customer satisfaction in 2011. Read More

• Listen to Pat discuss how to improve the sales performance of current Los from this webinar.

Testimonials

"The assessment really saved us a lot of time from a screening standpoint. Once we were able to understand what qualities candidates possessed that were most linked to success in our world, we were able to hire much more efficiently and effectively." — Dana Wilde, Recruiter, Ameripath

More Testimonials