Presented by. Quick Checklist About FrontRunner 7 Habits of High Performers.

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Presentation transcript:

Presented by

Quick Checklist About FrontRunner 7 Habits of High Performers

About FrontRunner 17 years Mortgage Industry Experience Coaching and Professional Development Services Core Business Programmes Broad Client Base of Industry Participants Our USP is about Accountability for Best Practice

The 7 Habits Be Customer Centric Always be Prospecting Process Efficiency Focus Intelligent Integration Cross SellingLeadership

Habit #1 Be Customer Centric – its’ all about the Customer Manage the customer experience Consistent customer care; post settlement communication and services Customer database; your most valuable asset (maintain & use it) Doing the 1% ‘ers

Habit #2 always be Prospecting... Referrers Repeats Requests

Habit #3 Process efficiency Lead enquiry Lead qualification Research & recommendation Lead conversion Loan application sign up Loan submission Settlement “After settlement care”

Habit #4 Focus... your business depends upon it Business planning Performance measurement & reporting Business coach

Habit #5 Intelligent Diversification Diversification is offering a new product to existing customers or an existing product to new customers. Customer base alignment – which products & services? Do it yourself versus referral arrangements Expertise, skills and liability issues Risk v Reward

Habit #6 Integration of cross selling... the missing ingredient is process Do it yourself versus referral arrangements The Why? For broker & customer... The process; Measure & report performance, improvement opportunity

Habit #7 Leadership Integrity & professionalism Self awareness & self development Resilience & self belief Empathy Communication, clarity & consistency of message Lead don’t direct, role model Accountability & responsibility

When you’ve mastered these… Set new SMART goals!

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