The Benefits of Systemizing as a One Man Shop (with Dan Patty) – Episode 35

Posted June 15, 2020

From running a business on ebay at the age of 11 to selling baseball cards in middle school, Dan Patty of Solcosta Home Loans has always led with an entrepreneurial mindset. He’s constantly focusing on templating processes and organizing Excel spreadsheets to ensure every client successfully closes on a home. Dan believes systemizing everything upfront can be what saves you in the end. Tune into this week’s episode of Broker to Broker to learn more about the purpose of over-explaining throughout the entire loan process and how to form meaningful relationships with your clients. 

Show Notes: 

  • Journey Into the Mortgage Industry (3:32) 
  • Transitioning to the Broker Side (11:41) 
  • Systemizing Your Brokerage (15:30) 
  • Generating Leads (26:12) 
  • Keeping Track of Your Database (30:26)
  • Point of Sale Strategies (36:16)
  • Re-creating Yourself in the Mortgage Industry (45:17)
  • Future of the Mortgage Industry (48:04)

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