When the party answers, start with simple one-name identifiers for the client, then oneself, followed by the phrase "I Know You're Busy,so I'll Be Brief."
The conversation would sound like this.
"Joe? Michelle. I Know You're Busy, so I'll Be Brief," followed by a one sentence summary or question of what needs to be addressed.
For example, "What's happening to resolve the low appraisal issue","What's the current status of the loan file", or "What's stopping the contingency removal".
By acknowledging the importance of their time and eliminating the typical social niceties of "how are you doing", (which can lead to an endless loop of talking), the result is a more efficient conversation.
Try this technique and see how much more effective and efficient conversations can be to move clients and transactions forward to resolution and closing.
Look for tomorrow's topic on "Secret Tips to Ensure Brief, Efficient Conversations and Results."
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