The Ultimate Script for Business Communication Excellence!

Separating Yourself from The Competition

For many people the strategic use of video is a commonplace business practice. But there are still those who are afraid to turn their phone around, shoot a video of themselves and send it out to people. It’s an important tool and an effective strategy I would recommend not ignoring.

I Would Suggest…

On every transaction going forward, you and your team reach out via video to that new client. It can be quick and simple. Start right after you complete the initial consultation. Turn your phone around and say something like …

Hey Joe, it’s (insert your name) from (insert your business). We just got off the phone and I was thinking it would be helpful for you associate a face with a voice. I wanted to let you know I enjoyed speaking with you and that I’m here for you. I’m going to put together those numbers we talked about and get them back to you within the next day. And when you get a chance, shoot a video back. I like to see what people look like so I can connect with them.

Then…

Your transaction coordinator and loan processor should do the same thing after they’ve reviewed the file and talked to the client for the first time. This business is about connection. The more you connect with people… the more they can see you and feel your energy… the more eye contact… the more separation you create from any potential competitor.

One Step Further

When you send the approval letter to the buyer’s agent, accompany it with a video.

Hi Mary, it’s (your name) from (your business). We’re in the process of a full-blown pre-approval for our borrowers, Ann and Bill. I want to tell you a little about them.

They’re really nice people. They have two young kids, and they want to be in a specific school district.

Doing this gives intelligence to the buyer’s agent they can utilize to build a relationship with the client when they engage with them. A loan originator and an agent should always be sharing information with each other in order deepen the relationship with their mutual client.

What’s next?

Don’t just send an approval letter along with the offer to the listing agent. Accompany it with, you guessed it… a video.

Hey Jack, it’s (insert your name) from (insert your business). I’ve heard so much about you and I hope we get to work together on this transaction. I wanted to accompany the pre-approval letter with a video from me, sharing with you a little about these borrowers.

They’re wonderful people. They have two young children, and the house is in the ideal school district. I want to assure you that we have fully underwritten their file. They qualify no problem. My team and I really look forward to working with you should the offer be accepted. I offer to you my time for any questions you may have.

The Result

You’re branding yourself and marketing yourself. Do this on every deal and a lot more people are going to know who you are. You will connect with people even if the offer doesn’t get accepted.

WATCH THIS BUSINESS & LIFE TIP

Watch Tim Explain this Business and Life Tip: Say Goodbye to the Old: How This Script Elevates Every Client Interaction!

Tim Braheem is the Head Coach at Performance Experts and the Host of the 360 Experience Podcast. Tim used this technique as an originator, as do his clients in the Leadership 360 program.