Opportunities:
Carolyn has some opportunities with active listening. 1st the client initially ask for a loan on a purchase and we later state "you're interested in a Refi" The client try to correct us on wanted a loan for a purchase during us trying to get their property state and we over talk him and proceed with our question. It's important that we leverage the information the client provide and be sure to respond to cues that the client display.
Our tone sounded strictly business. This is important we want to positively adjust to our client's.
We have an opportunity with procedure. We missed using the team page/ addressing the client by their last name.
We have an opportunity with using mortgage jargon. We referred to a refinance as a Refi.
Carolyn has some opportunities with active listening. 1st the client initially ask for a loan on a purchase and we later state "you're interested in a Refi" The client try to correct us on wanted a loan for a purchase during us trying to get their property state and we over talk him and proceed with our question. It's important that we leverage the information the client provide and be sure to respond to cues that the client display.
Our tone sounded strictly business. This is important we want to positively adjust to our client's.
We have an opportunity with procedure. We missed using the team page/ addressing the client by their last name.
We have an opportunity with using mortgage jargon. We referred to a refinance as a Refi.