105 Client Expectations with Steve Castaneda

In this episode I have a conversation with Steve Castaneda and we talk about what mortgage & real estate pros can learn from tools in other industries, what kind of expectations clients have during the process, and how practice and preparation can maximize results. Steve Castaneda has been in the real estate and mortgage industry since 2004, closing $60M in volume in 2020 with just a single assistant. He has always built tools to improve efficiency and attributes his much of that to his latest project, Mortly. Mortly is a tool that helps loan offers generate mortgage quotes in 30 seconds or less. Mortly features built-in public county records for property research, one-click mortgage insurance rates, and refinance comparisons to quickly generate easy-to-explain mortgage scenarios for customers. Check out the website: www.mortly.com Take 5 minutes to explore MGIC’s Loan Officer Hub: bit.ly/2NNgGKA ALSO, to get updates about the MME podcast, marketing tips, and to TEXT with me directly, shoot a message to: 214-225-5696! If you are enjoying the podcast, please take a second and LEAVE US A REVIEW! MME is a founding member of the Industry Syndicate Podcast Network - check out the entire line-up on our website