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07-23-2024, 10:13 AM #1
A professional loan officer, on a cold call, should always indentify who they are and why they are calling.
Steve Benjamin
Professional Business Loans
522 Contessa
Irvine, CA 92620
steveprobiz@gmail.com
https://probizloans.net/
Broker, Underwriter, general business loan expert
949.228.1050
@ 24 hour funding working capital loans
@ Term loans from 3 years to 10 years at 9.5% and up
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07-23-2024, 10:32 AM #2
- Join Date
- Feb 2017
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- 3,463
They will identify themselves, and the loan office wants to, but you're living 40 years after that opening, when people used to have more than a 5 second attention span and caller ID, Old man. Don't give advice on something you're not actively doing and focus on the co-brokering. I haven't personally made a cold call in years, but I get business through in-bound calls, I cobroker and I do business development. What I have done but I haven't focused on is proper content creation (videos specifically), especially "being" the content which is honestly a new method I've seen a lot that humanizes the process and creates a relationship before they lift the phone to call you.
However, this thread is about making cold calls in TODAY'S environment, and I didn't really mean to veer off that path. Back to your regularly scheduled program.
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07-23-2024, 11:57 AM #3
We're not loan officers, this isn't a regulated industry such as mortgages or insurance (and if a mtg loan officer is calling them, they're most likely responding to their request for refi info, so that's not a cold call).
There's a way to speak with people to grab their attention right from the first one to two seconds of a phone call but I won't go into detail I'd rather have my guys sweep up all the deals that you're guys are leaving on the table ; )
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