This document discusses what mortgage originators can do to better serve tech-savvy real estate agents. It recommends that originators focus on providing accurate information, gaining permission before sending newsletters or updates, and tracking key metrics like the loan application to close ratio and client satisfaction. Originators are also advised to avoid claiming capabilities they do not have or signing people up for communications without permission. The overall message is for originators to be transparent and client-focused in their interactions with real estate agents.

1. What Tech Savvy Agents
Want Need from Mortgage
Originators Today
Mortgage Tech Summit
Jay Thompson
PhoenixRealEstateGuy.com
@PhxREguy

2. CC Licensed
matsukawa on Flickr

3. CC Licensed
purpleslog on Flickr

4. Don’t...

5. Don’t...
Claim to be what you are not

6. Don’t...
Claim to be what you are not
Hello my friend!!

7. Don’t...

8. Don’t...

10. From my Inbox

11. From my Inbox
In one day...

12. From my Inbox
In one day... Before Noon...

13. From my Inbox
In one day... Before Noon...
Daily Market Commentary
Daily Rate Lock Advisory
Weekly Market Update From....
Your Weekly Market Update From...
2012 Economic Forecast From...
Inside Lending Newsletter
Power Tools Newsletter
Weekly E-Letter

14. Don’t...

15. Don’t...
Sign me up for your newsletter

16. Don’t...
Sign me up for your newsletter
Without my permission

19. Don’t be
“that guy”

20. Do...

21. Do...

22. Do...
Loan App to Close Ratio

23. Do...
Loan App to Close Ratio
% of time docs are at
escrow on time

24. Do...
Loan App to Close Ratio
% of time docs are at
escrow on time
Client Satisfaction

26. Zero
Zip
None
Never

27. Do...

28. Do...

33. Do...

34. Do...

35. Do...

39. CC Licensed
Stephan Baudy on Flickr

40. Jay Thompson
Broker / Co-owner Thompson’s Realty
480-235-4447
Jay@ThompsonsRealty.com
@PhxREGuy
PhoenixRealEstateGuy.com