Quick Notary Tip: Use This Marketing Strategy When Marketing Directly to a Mortgage Professional!

Nicole explains how signing agents should pitch to loan officers: focus on offering help instead of asking for business. Build the relationship first, then the referrals follow.
Chapters
Then I'm taking a loan officer out for coffee on Wednesday for some local direct business. Hopefully one of my family members. Remember when you're taking your loan office route. I hope everyone hears me on this. Okay, so hear me, Nicole. A lot of times we take out our friends and family, whoever, and the conversation becomes, what can you do for me? But I want the conversation to be opposite what can I do for you? So start off the conversations and how's your business? Is there anything that I could do to help your business? Start the conversation about them, Nicole, not you. Does that make sense? A lot of signing agents be like, oh, my God, I become a signing agent so I don't make errors I know to do. I know the PCR and the loan officer is falling on deaf ears. When we learn that business is about an exchange of value, not a transaction, you'll get the business from the loan officer. Okay? So make sure you go into the conversation about how you can help them. How's your business? How are rates? Is there anything I can do to help your bid? Even if there's nothing you can do? That's not relevant. Right. What's relevant is you actually can't. Right. But maybe your friend who's a loan officer, like, well, funny you say that. There is something. You're like, oh, my gosh, I actually can pull that off. But make sure the start of your conversation is not about your sign of being a signing agent. Okay? That's the loan sign system way. Make sure you read. You go back in the course. Use the loan officer script. You want to work that into your conversation. Because when there's a loan office script, realtor script, signing service script, and. And. And an escrow script. So study the loan officer script. Make it about not. You weave in the script in the conversation. Just don't start out with it. Okay? All right. Awesome. Building relationship.
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