Post Mortem Lunch With Scott, my lender

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Real Estate Agent with Real Living | At Home DC / MD / VA

 

Scott Dillon Movement

 

 

 

 

 

 

Some people follow a few baseball teams, or 2-3 football teams.  No clear favorite, but a few they like.

That's how I see a few lenders around me, and it was time to follow up with Scott, from Movement Mortgage.  His firm has assigned him to our office, and I love their quick turnaround times.  They are almost as good as cash.

 

Scott is also well versed in 203k, which has been useful for some of my clients.

Earlier this summer, I had a listing, and the buyer was using Scott's firm (though they had a different loan officer).  Since Movement moves so quickly, I was pleased.  And then, a wheel or two fell off the bus.

Now, the reality may be different, but in my mind, this wouldn't have happened with Scott. Surely, then his firm was able to deliver a smooth process, and yet, if that didn't happen, surely it was Scott's fault.

The mark of a true professional is easy to see.  This wasn't Scott's client, this wasn't his loan, but he sure knew I was not happy.

Scott invited me to lunch, and you know I took him up on it.  Then, a strange thing happenned.  Two weeks had elapsed, and my sanity had come back.  Being thankful for lunch, he laughed when I told him somehow it was his fault since he'd allowed my expectations to be so  high.  Then we spent the rest of the meal discussing 2-3 strategies on particular niches we could work together.

Sure, he benefited first since I asked him to look into one of my clients, but the work we did at lunch will have a nice payoff for me as well.

Sometimes lunch with a referral partner is two way, sometimes it involves a re-asssement of "can we work together", and sometimes I need to ask "are you getting what you need from me".  It was a good lunch.

Posted by

Claude Labbe, Realty for Your Busy Life

Real Living | At Home
11 Dupont Circle #650
Washington, DC 20036
(202) 518-8781 bus / (703) 868-7774 mobile
claude@labbe.com

 

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Ambassador
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Tammy Lankford,
Lane Realty Eatonton, GA Lake Sinclair, Milledgeville, 706-485-9668 - Eatonton, GA
Broker GA Lake Sinclair/Eatonton/Milledgeville

Sounds like a productive lunch.  Working "together" with a lender is a good path to getting deals done.

Oct 28, 2014 10:07 AM #1
Rainmaker
1,250,578
Gene Mundt, IL/WI Mortgage Originator - FHA/VA/Conv/Jumbo/Portfolio/Refi
NMLS #216987, IL Lic. 031.0006220, WI Licensed. APMC NMLS #175656 - New Lenox, IL
708.921.6331 - 40+ yrs experience

Claude Labbe ... Personally .. and from what I see is the norm here on AR ... clients still seek agents out first the greater portion of the time.  The opportunity for me to "lead" my referral partner agents doesn't happen in the same number as the reverse.  But I'm hoping that even with that being the case that working with me provides benefit(s) in many others ways.  Education, service, effort, good communication being just some of them. 

I think you've found a Lender in Scott that provides those things for you and your clients.  He gains ... you gain ... your clients gain ...

Gene   

Oct 28, 2014 11:42 AM #2
Rainmaker
622,002
Claude Labbe
Real Living | At Home - Washington, DC
Realty for Your Busy Life

Tammy Lankford No matter how I get to lunch with a partner, my call, his or her call, whatever, most often, I'd almost want to say 99% of the time, it works to benefit us.  The 1% that I just thought of...that's a post coming up.  It ended up well, it was just a stressful lunch.

Gene Mundt, Chicago-area Mortgage Lender - www.genemundt.com Life is too short, and if become too fixated on who brought who for what % of the time, I lose sight of the true goal.  Sure, measurement is a factor, and if I bring the clients 105% of the time, then I need to reconsider.  But usually, let's all dance together.

Oct 28, 2014 12:06 PM #3
Ambassador
2,917,963
Tammy Lankford,
Lane Realty Eatonton, GA Lake Sinclair, Milledgeville, 706-485-9668 - Eatonton, GA
Broker GA Lake Sinclair/Eatonton/Milledgeville

I will say that when mistakes happen and things go bad and the person in charge at the company doesn't "own" it and make it right then it might time to look other directions for those services.  

I don't really count on my lender to send business my way, I do however count on them to take care of the people I send them.

Oct 28, 2014 12:13 PM #4
Rainmaker
1,027,100
Susan Haughton
Long and Foster REALTORS (703) 470-4545 - Alexandria, VA
Susan & Mindy Team...Honesty. Integrity. Results.

Sounds like a very productive lunch, and a win/win for both of you.

Oct 28, 2014 12:23 PM #5
Rainmaker
622,002
Claude Labbe
Real Living | At Home - Washington, DC
Realty for Your Busy Life

Tammy Lankford What made a strong impression on me was that the officer in the transaction was not Scott, but someone in his sister office.  He was reaching out to ensure that I knew this wasn't standard procedure for his firm.  That's the strong part for me.

If he offers to help my marketing budget, I essentially see that as him helping me get clients.  That's more than I expect from a lender.

Susan Haughton Exactly, 90 minutes to soldify a relationship is a very good use of time.

Oct 28, 2014 12:29 PM #6
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Rainmaker
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Claude Labbe

Realty for Your Busy Life
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