What valuable information can we drop to clients to build rapport? - CY

When speaking with a client for a consultation they need to realize the value we provide. This is much more then a funding process. 

In the process of funding they are learning and understanding why we do things a certain way and what can illicit good results and how we provide value. 

I (Corey) generally start the conversation out asking what they are needing funding for and why. This engages them to speak and it allows you to get a game plan already in motion in your head. While they are speaking pay attention to what they are saying and inform them depending on the situation that we will be able to take care of them.

This is where I drop the value bomb, I inform them we are a funding broker and the value we bring to the table is: We have established high caliber relationships at various large banks and what that does is allows us the utilize Relationship Managers at these specific bank and this allows us to maximize your funding potential. I will generally say when we submit you for one credit product we are submitting you for 50-70k on that one product. Then I also mention we are partnered with multiple loan companies as well and we have data points that allow us to achieve good results.

I will then follow up with: I am completely transparent as well and being that we are a funding broker we do charge for our services which is 10% on the backend. I like to be as transparent as possible because I believe this is the best way to build our business relationship. But on that same note this is so much more than funding because it turns into a great learning experience for you as well and is almost like a coaching scenario.