Watch a couple of hundred loan officer sales script videos on Youtube and you
can't miss the underlying message that borrowers don't understand loan options
and strategies. Below see how 5 second screen sharing to their phone changes
this.
The Co-Browsing extension shares your browser tab (containing
your presentation or loan calculator or whatever you wish) directly to a
borrowers phone or PC in 5 seconds.
This gives you a new way of communicating. Below are examples of using it.
When a borrower asks what type of loans you offer
When you can share any tab you wish, you can show your customer any
explanation and act as their guide rather than a sales person.
Without the Co-Browsing extension
Borrower: "What types of loans do you have?"
Loan officer: "We offer fixed rate, ARMs, there's 8 year, 20 year, 30 year
fixed, we have.... "
With the Co-Browsing extension
Share your browser tab directly to their phone, in 5 seconds, so they have
something to look at.
Borrower: "What types of loans do you have? Should I get an ARM?"
Loan officer: "I'm going to show you the type of loans we have and the
benefits of each one. Open the link I've just texted to you.... "
When a borrower just wants the lowest rate
Without the Co-Browsing extension
Borrower: "I just want the lowest rate you have"
Loan officer: "It's not as simple as that, you need..."
With the Co-Browsing extension
Borrower: "I just want the lowest rate you have"
Loan officer: "I'll show you the strategy behind the loan so you can see that
the lowest rate is not always the lowest monthly payment. I've just sent you a
link so you can see what I see."
When a borrower asks about smallest down payment they can make
Without the Co-Browsing extension
Borrower: "What's the smallest down payment I can make?"
Loan officer: "Well, different mortgages come with different down payment
requirements... "
With the Co-Browsing extension
Borrower: "What's the smallest down payment I can make?"
Loan officer: "I'll show you the calculator now"
The advantage of the Co-Browsing extension is sharing and browsing together on
any tab in 5 seconds
You can share your own personal excel sheet of loan options
You can go to your company's mortgage calculator web page and show them
that.
You can share multiple tabs and switch between them as you speak to the
borrower
HelloScreen is a new product built by Upscope, which works with banks and
mortgage providers.
You can stand out as a loan officer by showing borrowers what they're getting,
keep them engaged, prepare a tab and explanation for any objections.
Try the Co-Browsing extension now.
