How to Use Technology to Improve the Client Conversion with Guest Ben Shapira
Designed for Brokers, made by Brokers.
January 11, 2023
Designed for Brokers, made by Brokers.
January 11, 2023
This podcast is our chance to give back to the mortgage broking industry and talk about real issues that are affecting most brokers and loan writers right now. Learning, Validation and Respect = the very foundations of all relationships.
We’re always looking for new tech that can add value without removing the human element that makes our service invaluable. Enter: the diñeiro app! In this episode, we chat with special guest Ben Shapira about how the app can streamline managing a financial portfolio for brokers and consumers.
Key Quotes:
“[With denerio] You don’t have to be tethered to the desk; they can meet a client for coffee or dinner and be able to talk about their finances.” — Ben
“Clients find that brokers who are making an effort to be more engaged, and it makes the relationship more solid.” — Ben
“It’s like a birdseye view for your finances.” — Ruan
THANK YOU TO OUR PRESENTERS: RUAN BURGER AND MARISSA SCHULZE
Tagged as goals, growth, loan writer, mindset, mortgage broker, new broker, recruitment