Conversations with a Recovering Loan Officer

EP33 - Transforming the Mortgage Game: Skylar Wallace's Journey to Realtor-Driven Success

October 02, 2023 Pre-Approve Me
Conversations with a Recovering Loan Officer
EP33 - Transforming the Mortgage Game: Skylar Wallace's Journey to Realtor-Driven Success
Show Notes

Skylar Wallace, a mortgage professional, shares his transformation journey in the mortgage industry. He shifted his approach to focus on continuous Realtor outreach, adopted the EOS framework, and emphasized core values, a clear vision, data-driven decisions, and processes. This change allowed his team to optimize Realtor partnerships and streamline operations, resulting in significant business growth. Additionally, tracking data is crucial in the mortgage industry, with lead measures like quality conversations with Realtors and lag measures like applications, submissions, and closings being monitored. Self-reporting data is encouraged through a simple CRM system, and maintaining a positive mindset is emphasized in this challenging market.