Welcome back to Real talk, with Realtors! In this podcast, we break down the amazing solutions in the real estate industry today with real estate professionals, and jam on when these programs are applicable and how they benefit the homeowner. Hosted by Dalip Jaggi and presented by Revive, your real estate concierge for maximizing profit.

This is Episode #18 and we’re getting real with Josh Mettle, a mortgage officer and Division President at NEO Home Loans. Listen to the episode on Apple Podcasts, Spotify, Google Podcasts, and your other favorite podcast spots – follow and leave a 5-star review if you think it’s Real talk!

• Episode Summary & Player
• Show Notes
• Real talk, with Realtors Summary

Real talk, with Realtors Episode #18: Josh Mettle on customer retention as a mortgage officer

Josh Mettle is a mortgage officer and Division President at NEO Home Loans. He’s closing in on $1 billion in origination. Hear how to follow up with real estate clients, develop your follow-up strategy, where and when to reach out, build a database of customers, and Josh’s real estate investing tips. This episode covers everything from customer retention to the best type of mortgage. Here’s a small sample of what you will hear in this episode:

• What does customer retention mean to Josh?
• When did he get his start?
• What is his follow-up process?
• How much of his business is returning clients?
• What is equity?
• When do you start seeing ROI (Return on Investment) as a mortgage officer?
• What is Comparative Market Analysis?
• Real talk...not Real talk: Mortgage officer as a career

Connect with Josh at JoshMettle.com, NEOHomeLoans.com, and on social media.

Check out the episode and show notes below for much more detail.

Show Notes

• Real talk, with Josh Mettle

• [0:13] Welcome back to Real talk, with Realtors
• [0:21] Revive Real Estate
• [0:36] Connect with Josh at JoshMettle.com, NEOHomeLoans.com, and on social media
• [1:09] Customer Retention
• [1:31] How did Josh get into real estate?
• [1:37] Park City, UT
• [2:25] Clients, Technology (Tech)
• [3:00] When did Josh get his start?
• [3:16] Mortgage Crash
• [3:58] Boiler Room
• [4:31] Mentors
• [5:17] How did Josh get to where he is today?
• [8:04] What does customer retention mean to him?
• [8:22] Income
• [9:02] Cadillac
• [9:13] Business Card
• [10:46] Marketing
• [11:10] Email
• [11:49] Commission
• [15:09] How much of Josh’s business is returning clients?
• [15:38] Referral
• [16:12] What is Josh’s follow-up process?
• [17:06] Equity
• [19:20] Business Debt
• [19:53] Interest Rate
• [20:00] Credit Score
• [20:23] Cash Flow
• [22:32] BombBomb
• [23:11] CMA (Comparative Market Analysis)
• [24:41] SMS
• [26:24] FaceTime
• [27:00] Jay Voorhees on Real talk, with Realtors
• [27:34] Where does Josh learn about real estate?
• [28:02] Tom Ferry Jr. YouTube Channel
• [28:25] Facebook Live
• [28:31] Jim Rohn
• [29:43] Virtual Assistants (VAs)
• [32:53] When do you start seeing ROI (Return on Investment) as a loan officer?
• [33:21] Database
• [33:31] CRM (Customer Relationship Management)
• [34:03] Compound Interest
• [35:29] IRA (Individual Retirement Account)
• [36:00] HubSpot
• Real talk...not Real talk?
• [40:11] Mortgage officer as a career
• [40:25] Side
• [40:54] Less than 20% down payment for first-time homeowners
• [42:03] 15-year fixed
• [42:49] Interest rates going up next year
• [43:29] Connect with Josh at JoshMettle.com, NEOHomeLoans.com, and on social media
• [44:11] Maximize your real estate profit at www.revive.realestate
• [44:14] Make sure to follow Real talk, with Realtors on your favorite podcast spot and leave us a 5-star review on Apple Podcasts
• Theme Song: Groovy Funky Soul by NILLY NELL

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your host

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‍Dalip Jaggi

Co-founder of Revive

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