WOW (WORDS OF WISDOMS)
- “Write that down” – Van Wilder
- Assume Mark won’t do his job – be proactive
- Two calls are better than none – make the call even if someone else is supposed to
- Call the Realtor after every Borrower conversation – it’s good service AND chance for referrals
- Quick with no answer is better than right and late
- Always confirm receipt of docs asap
- Call quickly when there’s bad news, don’t hide
- Call when you think of someone – because they are about to call you.
- Email reinforces a message – it doesn’t deliver it. Phone calls deliver messages.
- Make them give you a deadline of when they expect to send docs – then you FU to hold them accountable
- Send FU E after conversations for CYA
- No news is NOT good news.
- A Quick Today makes a Smooth Tomorrow / “Your urgency is our urgency”
- Perception is reality – doesn’t matter how good we think we are, it matters what the customer thinks
- Done is better than perfect