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7 Tips for a Successful Sales Call

With more reverse mortgage origination and sales being done over the phone or the extensive followup and communication required to close any loan it makes sense for us to evaluate our phone skills. Some of us are more well suited to in person communication while others excel over the phone. For those of you who still meet your clients face to face you need to master both in person & remote communication. Here are a few things we should keep in mind when making that sales call or follow up with a new applicant.

First your toolset. Each of us should have enthusiasm, patience, passion, confidence and a sense of humor at the ready.

Second, plan ahead. Outline how you approach a sales call, follow up with an existing prospect or hammering out details with a new applicant. I would recommend flow-charting your process and refer to it until it becomes second nature.

Third, Smile. Take your phone and record a sentence while you are smiling and then record the same sentence with…