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Heart Beat Labs Blog

Serving the Dominate and Expressive Caller

The dominant caller is relatively impatient and controlling. They want information -- fast -- so they can decide and move on.

Here’s how to tell if you are working with a dominant buyer:

They typically use direct sentences declaring their intentions and ask few questions. It would sound something, like "I'm looking to switch to a 15-year fixed rate mortgage." As opposed to, "Can you tell me if I’m in a position to move to a 15-year mortgage?”

In addition to their direct language, the dominant buyer’s volume is also noticeably louder than average. You may observe that if you are exchanging emails with this buyer type, you will notice that there’s not a lot of fluff in their writing – one-word sentences and abbreviations are their norm.

When you’re communicating with the dominant buyer:

Topics: finance Click-to-Call phone skills phone process Phone Calls Empathy

Serving the Supportive Caller

The supportive caller is someone who values personal relationships and wants to trust who they do business with. Unlike the decisive and expressive caller types, the supportive caller doesn’t make decisions easily. This is due to their need for stability and resistance to change.

Topics: Click-to-Call

Keys to Effective Communication about Refinancing

Effective communication is one of the most powerful ways to resonate and connect with callers. Businesses today are allocating large budgets to technology, but it’s actually communication that trumps everything else when it comes to creating a great caller experience.

Topics: Phone Leads phone process Sales Customer Experience PhonePerformance Empathy trusted advisor

Let’s follow an example from Nike.

A great example of one of these superheroes is Nike. They capitalized on the VIP trend and released Nike Unlocks earlier this year. The app is built for Nike Plus members and delivers
fitness and meditation classes, mood music and augmented reality-driven encounters with in-concept products to let consumers EXPERIENCE the product.

Topics: Customer Experience customer relationship

CRM’S TELL YOU WHEN TO ENGAGE. HERE’S HOW TO ENGAGE AND WHAT TO SAY.

To create trust, demonstrate high character and competence by following these three rules:

Topics: CRM Interaction mortgage relationship building

Qortel Saves the Day

 

Topics: interactive voice response call monitoring relationship building

MORTGAGE CUSTOMERS ASK ABOUT THE BANK AND THEIR PROGRAMS MORE OFTEN THAN THEY ASK ABOUT PRICE!


“Why did you mail me?” is a common opening question revealing that you caught the customers interest…now what? Dedicate yourself to the phone and to a process that ensures you’re prepared to answer all of your callers questions before they ask them!

Topics: call monitoring mortgage trusted advisor relationship building

Programmed to Care!

Qortel uses Artificial intelligence (AI) to listen to millions of calls to and from mortgage companies. AI doesn’t need emotional cues to answer questions and provide the information that humans do. Bots are programmed to perform repetitive tasks and spit out accurate information as quickly as a human can request it. We view bots and humans as opposites, one made of wires, the other feelings, with the biggest difference being the one that makes us human….WE CARE.

Topics: interactive voice response artificial intelligence call monitoring mortgage