10 Ways to Build Trust

Here are 10 ways to build trust while discussing reverse mortgages with a skeptical homeowner…



Owen Coyle October 8, 2021 at 5:21 am

Shannon, that was an excellent video this morning about building trust. Do you have that list that you could email to me in a pdf format?

I would like to put it on the bulletin board in my office. And I’m sure many other of your viewers would like to have that list.

Owen Coyle

Dick Diamond October 8, 2021 at 5:55 am

Another suggestion I would add is to make your borrower feel good about their their decision to have worked with you by sending a follow-up “Thank You” note both after submission of the application and also after the loan closes. That leaves the door open to casually ask for referrals.

Dennis Keithly October 8, 2021 at 6:07 pm

Thanks Shannon for your follow-up on 10 ways to build trust as a suggested topic is appreciated. One tries to do the best job we can and do what is best for the client. Your ideas are a great check point to see that we are following why we do HECM”s. I religiously watch and read your blogs and articles. I work with Jay Kaplan.

Sincerely yours
Dennis Keithly
Senior Educator
NMLS # 1010315


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