In 2008, the financial crisis left our industry in a tailspin. This time around, there’s an opportunity for mortgage and real estate professionals to really bring value, stability and empathy to people. We may not be gathering in the traditional sense, but we’re learning that we can still come together in a powerful way.
While many businesses have been affected, many mortgage professionals have found that they are more productive and have built better relationships virtually.
That means we have an overflow of positivity and leadership we can bring to the challenges the world is facing right now.
What are the key lessons we’ve learned from this crisis and what do these lessons tell us about what comes next? In this episode, I’m joined by mortgage industry veteran and sales leader, Rhiannon Bolen. We discuss what’s happening in our businesses and she shares her perspectives on managing people successfully remotely.
Set clear expectations but also get buy in from the people you’re working with.
-Rhiannon Bolen
Get the Full Episode on YouTube:
Three Things You’ll Learn:
How to lead when people can’t meet or work as usual
It’s important to foster respect for different approaches and personalities, but at the same time, come into agreement on where we can mutually move forward.
Why salespeople often struggle to work remotely
Operations people won’t have as hard a time as salespeople do. Salespeople are struggling more because they can’t interact with people normally. The answer is to leverage technology and get good with video so we can still build solid relationships.The importance of focusing on value not business right now
Right now is not the time to focus on talking to clients to get business. It’s more about the relationship, and bringing value and help. We’re all in the same boat through this experience and are facing the same challenges, so we can speak to that and be empathetic in all our conversations.
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:
Rhiannon Bolan, AMP is a long-time veteran of the mortgage industry, having dedicated her entire career to working in the space, successfully building an extensive network of executives and influencers. Rhiannon is currently a regional sales director at Mortgage Capital Trading Inc. (MCT), a mortgage hedge advisory and secondary marketing software firm where she oversees the Southern territory. Before MCT, she was at Lenders One where she held the position of regional AVP for the Western Region, working with mortgage lenders of all types to arrive at various solutions that help reduce business costs and stay ahead of industry trends pertaining to processes and technology. Prior to Lenders One, Rhiannon was the regional vice president of South Region field sales for Arch Mortgage Insurance. At Arch, she helped hire and train a team of account managers and was responsible for creating sales strategies and managing and developing various territories which led to over achievement of sales production goals. Previous to Arch, Rhiannon spent much of her career in the credit risk space, working in regional and national outside sales roles in the mortgage insurance industry. She also spent more than 10 years in business development at PMI.
For more information, visit https://www.linkedin.com/in/rhiannon-bolen-amp-96bba939.