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Utilizing Technology to Create a Customized Client Experience (with Andy Harris) – Episode 32

Posted May 26, 2020

From dealing with his family’s financial struggles as a child to becoming a self-made millionaire, Andy Harris of Vantage Mortgage Group has dedicated his career in the mortgage industry to focusing on establishing effective systems and staying ahead of competition. According to Andy, incorporating technology into your business can create a customized consumer experience and help independent mortgage brokers better adapt to the ever-changing housing market. Tune into this week’s episode of Broker to Broker to learn how you can differentiate yourself to appeal to the new millennial buyers and the importance of developing your own daily checklist to measure productivity. 

Show Notes: 

  • Getting to Know Andy (2:38) 
  • Banking Originator vs. Broker Originator (9:25) 
  • Similarities Between the Housing Crash vs. Today’s Market (12:31) 
  • Producing Loans as a Broker/Owner (18:25) 
  • Incorporating Technology into Business (42:50) 
  • A Day in the Life of Andy Harris (47:46) 
  • Future of the Mortgage Industry (53:23) 
  • Transitioning from Retail to Independent Mortgage Broker (58:01)
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