How to Stay Relevant in Today’s Consumer-Driven Mortgage Industry w/Jason Frazier

The 2020s started off with a bang, and the mortgage industry has had to adapt to massive changes in the span of a year. However, this change has been a long time coming. 

There’s been a major reluctance to change in our industry for years, but we can’t resist anymore. We’ve reached the dawn of a high-tech decade, and failing to embrace new systems isn’t an option. 

What is the new consumer expecting from us, and how can we adapt our strategies to suit their needs? As we move into our “new normal”, has anything stayed the same?

In this episode, Chief Strategy Officer at EPM and Founder of Mortgage X, Jason Frazier shares how to prepare for the coming decade. 


In this episode, well-renowned mortgage trainer, speaker, and consultant, Dale Vermillion shares the biggest mistake LOs are making and how to avoid it. 

The consumer is changing, and we need to meet them where they are.

-Jason Frazier

 

Get the Full Episode on YouTube:

Three Things You’ll Learn:

  • Why we need to stop romanticizing the past
    Now is not the time to reminisce about what the industry used to look like. That world doesn’t exist anymore and the way we used to operate just isn’t relevant in our current reality. It’s time to move forward and embrace the change.

  • How to serve the consumer of the new decade
    Meet the consumer where they are, or risk falling behind. The consumer of today is expecting a high-tech experience, and it’s our job to deliver.

  • How to guarantee big results
    Mortgage has always been a relationship business, and that hasn’t changed. However, how we work on those relationships has. Get comfortable using tools like Zoom to connect with clients, because they’re not going anywhere any time soon.

Want to be part of a boutique mortgage team where everyone matters?

Learn more about joining the team at Partners Mortgage: http://partnersmortgage.com/join-our-team/

To schedule a confidential consultation with Dan, email dant@partnersmortgage.com.

Guest Bio:

Jason Frazier is the Chief Strategy Officer at EPM. As the Founder of Mortgage X, he is also the host of the top-rated Mortgage X Podcast and the Mortgage Interrupt Podcast. An award-winning marketer and disruptive strategist with over two decades of C-level expertise in marketing, strategy, and technology, Jason is also a sought after national speaker who has appeared at Inman Connect, Gary Vaynerchuk’s Agent 2021, and AIME Broker All-Stars, among countless others. 

Dan Trinidad