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How to Create an Unforgettable Client Experience (with Brendan McKay) – Episode 24

Posted March 30, 2020

According to Brendan McKay from McKay Mortgage, the client experience should be as seamless as possible. As a newer Broker/Owner, Brendan focuses on utilizing his background in operations and underwriting to gather any information needed from the borrower in advance to be able to structure their deal and take as much pressure off of them as possible. It’s important to Brendan to always stay in front of any potential problems in order to proactively solve them quickly for each client. Tune in to this week’s episode of Broker to Broker, sponsored by AFR Wholesale, to learn about how the benefits of helping clients refinance their homes and building organic relationships with real estate agents can positively affect your business. 

Show Notes: 

  • Back to the Beginning with Brendan (2:21) 
  • Forming McKay Mortgage (9:21) 
  • Breaking Down the Client Process (18:45) 
  • The Process of Originating a Loan (25:59) 
  • Purchase vs. Refinance (30:02) 
  • Organic Marketing Techniques (36:19) 
  • Working with the Chamber of Commerce (41:34) 
  • Advice to New Loan Officers (45:46) 
  • Future of the Industry (47:47)
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