Welcome to Lead to Close:
The Mortgage Professionals Podcast featuring authentic and real conversations amongst Canadian mortgage pros. Hosted by industry leaders Greg Williamson and James Loewen, with unfiltered opinions and no topic off limits, these are the conversations you wished the industry was having. On this episode of Lead to Close we’re joined by Kelowna-based mortgage brokers Lennie Rampone and Aaron Marsh of Rampone-Marsh Mortgages. The longevity of their business highlights just how well the team approach to real estate is working for them.
What’s unique about Lennie and Aaron is how they thrive using their collaborative approach. They’re united in their strong work ethic and desire to be successful, and bringing together their different perspectives makes their business stronger. During the episode they share their approach with clients and what differentiates the way they serve.
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On this Episode of Lead to Close:
- Where Lennie and Aaron started their careers in the industry.
- How Lennie and Aaron crossed paths before starting a business together.
- Their secrets to finding rapid success as a team.
- How they approach disagreements and difficulties between themselves.
- How the roles inside their business are structured.
- Why it’s important for them to provide service a step above their competitors.
- Why they emphasize being mortgage planners for their clients.
- How the process works inside their business from lead to deal.
- Changes within the current landscape of the mortgage space.
- The effective tools and strategies they use to retain their clients.
- What they’ve been paying more attention to this year and how it’s paying off.
- The secret to getting a lot of Google reviews and why it matters.
- What most brokers are terrible at and the solution to implement that clients love.
- The impact of marketing to the people you already know.
- The tech they’ve tried and love—or loathe—at Rampone-Marsh.
- How to identify opportunities in times of slower or lesser demand.
- Where they steer clients who are particularly worried about rates.