Are you a mortgage broker looking to make the most of your customer discovery calls? If so, you’ve come to the right place! In this blog article, we’ll be discussing the top five tips for mortgage brokers to draft your discovery call framework.

Learning how to create a well-structured framework for your

will help you make the most out of your conversations, identify key points quickly, and ensure you get the information you need to make informed decisions.

We’ll go through each tip in detail, giving you the knowledge and resources to take your customer conversations to the next level. So let’s dive in!

Establish an Agenda for the Call

The first tip for mortgage brokers to craft a successful discovery call framework is establishing an agenda for the call. Before the call, it is important to consider what topics should be discussed, the order in which they should be discussed, and how long each topic should last.

This will help ensure that the call is focused and productive. Additionally, sending a copy of the agenda to the customer prior to the call will ensure that they are aware of what will be covered and come prepared with any pertinent questions or information. The agenda can also be used to keep track of the areas that have been discussed and to identify any areas that need to be revisited or explored further. This will help maximize the call’s efficiency and ensure that all necessary information is obtained.

Ask the Right Questions

Before engaging in a customer discovery call, it’s important to understand the customer’s needs and goals. This can be done by conducting background research, talking to existing customers, and understanding the customer’s current situation. This research will help you create a more targeted call, asking more relevant questions and creating a better customer experience.

The second tip involves asking the right questions. Asking the right questions is essential for uncovering the customer’s needs and goals. The questions should be tailored to the customer’s current situation and needs and should focus on understanding the customer’s needs and goals.

It’s important to ask both open-ended and closed-ended questions, as this will give you a more comprehensive understanding of the customer’s needs. It’s also important to listen carefully to the customer’s responses, as this will help you to better understand the customer’s needs and create a more meaningful customer experience.

Keep It Positive

Finally, the third tip is to end the call on a positive note. At the end of the call, be sure to thank the customer for their time, summarize the key points from the conversation, and provide resources for follow-up. Additionally, be sure to offer your customer the opportunity to contact you with any further questions or concerns. Doing this will help create a positive customer experience and demonstrate that you are invested in the customer’s success. If you want to know more, contact us!