I have been working with the Lending tree network since April of 2005 and it has
provided a great base for my loan officer career. In that year and a half I have become one of the top producers in my company, and a repeated Gold Leaf Award recipient, thanks to the wonderful tools and knowledge base available through the LendingTree network. One of the key elements to my success is Apex. I feel task management and consistent follow up are key to being successful in this business.
I use my Apex task queue religiously and complete it every day. I feel it helps me to keep in contact with my borrowers and always follow up when I say I will. This compounded by taking copious notes, not just on the loan but on the borrower sets me apart as a professional with my clients best interest in mind. I get a lot of business by NOT being the lender who calls diligently for the first week and then never follows up. I have closed clients a year after receiving their lead simply by staying in touch and always keeping our
appointments. Frequently I will get referrals from clients I have not yet closed because they feel comfortable with me. This has allowed me to build life long relationships and true referral partners. LendingTree is a great avenue to clients and agents all over the country that I would not have access to otherwise. My consistent follow up and detail oriented nature has helped me to build a list of referral partners nationwide consisting of past clients and realtors. I have a steady stream of referrals now coming in that stem from relationships I built through the LendingTree network.
Kelli Fitch
First Houston Mortgage
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