How a $100 million producer designed a culture around client service w/Cody Touchette (Part 1)

A company culture that delivers exceptional customer service is a huge game changer in this market because it’s not as common as we think. 

The work we do needs to go beyond helping people with their mortgage; it’s about delivering a service that enhances their lives. In order to deliver this successfully to both employees and clients, it has to be a core part of our operations and activities, and not an afterthought. It starts with leadership and every interaction we have, internally and externally. 

How do we hold ourselves accountable to a culture that’s focused on taking care of customers? How do we create a regimented sales process that delivers results? In this episode, I’m joined by mortgage leader, Cody Touchette. 

He shares how he has built a $100 million business that’s thriving in this current market. 

If you take great care of people and you’re honest and transparent with them, they’ll keep coming back. -Cody Touchette 

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Get the Full Episode on YouTube:

Three Things You’ll Learn:

  • Leaders who serve their employees create a better culture

    When we as leaders have our employees’ backs and treat them like the customer, it makes the experience of working with us more joyful and rewarding.

  • Focus on what the mortgage makes possible for your clients 
    We should go beyond helping people buy a house. We should help them improve their lives; whether it’s through showing them the possibility of home ownership, helping them with debt reduction or helping them grow their net worth.

  • Internet-based LOs have shifted the client’s expectations 
    The internet has contributed to a focus on rates at the expense of everything else that goes into a mortgage. We escape this by creating a gold standard system that reliably gets people results.

Want to be part of a boutique mortgage team where everyone matters?

Learn more about joining the team at Partners Mortgage: http://partnersmortgage.com/join-our-team/

To schedule a confidential consultation with Dan, email dant@partnersmortgage.com.

Guest Bio:

Cody is a mortgage officer, planner and owner of the Touchette Team. Cody’s focus is on the relationship rather than the transaction. His approach is to help clients integrate the mortgage loan they chose into their overall long and short term equity and cash flow needs.

To get in touch, email cody.touchette@caliberhomeloans.com

Dan Trinidad