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Mortgage Lending Mastery

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Aug 17, 2017

In this episode, I get to sit down with
Yvette Clermont, a Certified Mortgage Planner and Accredited Mortgage Professional as designated by MBA. Tune in as Yvette talks about the importance of engagement, and shares some marketing tips to boost your business!

 

Key Takeaways:

[:45] Jennifer introduces her guest for this episode — Yvette Clermont.

[2:39] How did Yvette get into the business, and how has she gotten to where she is now?

[4:44] At what point in her career did Yvette feel she had the tipping point at which she started excelling?

[6:53] Yvette is involved in the Mortgage Bankers Association (MBA). What is her role?

[8:20] Yvette talks about her team and her management style.

[12:34] What is Yvette’s definition of “people being on the bus,” and how does she set up her team?

[15:04] It takes a very strong leader to be able to accept constructive feedback and criticism from the team.

[16:23] What are Yvette’s thoughts on hiring her first assistant?

[18:33] It’s important to be reviewing relationships and be engaged with the people around us to ensure everyone is still on the same page.

[20:19] What does Yvette’s week look like in terms of communicating with her team?

[22:50] Yvette shares a little more about her virtual assistant, and how she contributes to the marketing efforts of the team.

[25:24] Yvette has a weekly pipeline meeting with her team to discuss and ascertain who needs to handle which aspects of the process, to ensure the clients’ needs are met.

[27:17] What does Yvette’s virtual assistant do for the closed loan database?

[29:10] What are some marketing techniques that Yvette uses?

[33:17] Social media is a great avenue to use in marketing, but be careful to check with the compliance department that you’re still adhering to all the regulations in place.

[35:34] Yvette shares some of her other techniques to get feedback from clients, such as Zillow reviews, Social Survey, and e-surveys in the middle of the process.

[37:05] Video marketing is a powerful tool to capture audiences in a fun and engaging way, and it’s really all about engaging people in all different ways.

[39:34] Yvette has some final words of wisdom — make the call that you don’t want to make, first.

[42:00] Get in touch with Yvette via email if you have any other questions for her!

[42:57] Don’t forget to pre-order your copy of Jennifer’s book Launch! via her website!

 

Mentioned in This Episode:

Kinetic Spark Consulting

Mortgage Lending Mastery on iTunes

Jennifer Du Plessis on YouTube

Jennifer Du Plessis on Zillow

The Yvette Clermont Team

Email Yvette Clermont 

Mortgage Bankers Association (MBA)

Mortgage Action Alliance (MAA)

Zillow

Social Survey 

Eat That Frog!, by Brian Tracy

 

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