Throughout the loan process are moments of doubt, confusion, and frustration that hurt your pull-through rates. These moments are opportunities to improve the experience through face-to-face communication.

• Differentiate yourself and make an early connection with new leads.

• Guide and educate throughout the process.

• Keep everyone involved on the same page (with fewer calls and meetings!).

• Celebrate milestones in the process.

Dramatic shifts in the market require a dramatic change in how you do business. As a trusted advisor, staying in touch with your past customers, real estate partners, and referral network is vital to the long-term health of your business.

• Record a video message once and use it over and over again.

• Reach out on birthdays, anniversaries, and other meaningful moments.

• Send market trends, rate changes, or other updates to one person, a group of people, or your entire database.

Recording a video, creating a screen recording, or pulling a recorded video out of your BombBomb library can help you with all these things and more …

• Struggling to get someone on the phone or schedule a meeting.

• Trying to type out a detailed or complex explanation … but coming up short.

• Sending typed-out messages that have been misread or misunderstood — wasting valuable time trying to provide clarity.