The following guest sits down with host Justin White:

• Craig Snell – VP of Sales, Milestone Mortgage Solutions


Using an Education-Based Approach to Build Loyalty With Borrowers and Agents

Spending 45 minutes to an hour on an initial client call is a commitment, but if done properly, the return can be well worth the time. Why should mortgage brokers take an education-based approach with clients and referral partners? Listen to Episode #95 of Good. Better. Broker. to find out how the top-brokered LO in Massachusetts has won over borrowers and referral partners by advising instead of selling.

In this episode of the Good. Better. Broker. podcast, you’ll learn why taking the time to educate clients is a surefire way to not lose deals.


In this episode, we discuss ...

• 1:32 – why education became Craig’s strategy
• 3:14 – why Craig tells clients how he gets paid
• 4:10 – how Craig avoids sounding like a salesperson
• 5:34 – how Craig educates clients without overwhelming them
• 7:27 – asking questions and explaining why you’re asking them
• 9:31 – telling clients about all their options and the best option
• 10:29 – how to stop problems before they pop up
• 11:29 – the impact of spending more time with clients on a first call
• 15:26 – how relationships have helped Craig’s production
• 17:51 – how Craig’s experience as a firefighter and paramedic helps him now


Show Contributors:

Craig Snell
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About the Host:

Justin White is UWM’s in-house brand journalist and the host of the daily news video, Inside Pass. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.

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