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Contenu fourni par Ruan Burger and Marissa Schulze, Ruan Burger, and Marissa Schulze. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Ruan Burger and Marissa Schulze, Ruan Burger, and Marissa Schulze ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
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Using Technology To Take the Pain Out of Finding the Right Lender for your Client with Guest Eric Dill

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Manage episode 357270701 series 3009450
Contenu fourni par Ruan Burger and Marissa Schulze, Ruan Burger, and Marissa Schulze. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Ruan Burger and Marissa Schulze, Ruan Burger, and Marissa Schulze ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

Send us a text

We discuss in this episode:
Chatting with Eric Dill, Co-founder of
Quickli, we cover what’s happening in the tech world and how mortgage brokers can leverage it to support clients further and enhance the overall client experience. We also touch on the gap in the market Quickli (and brokers) have identified and why finding the right balance of tech and human touch is key moving forward.

  • Quickli brings 20+ lender calcs into one, easy-to-use interface that allows brokers to place a deal faster than ever before!
  • Tech like Quickli doesn’t replace but enhances brokers’ capabilities and reach — freeing them up for more time to spend on other key tasks; any good tech only strengthens the brokers’ proposition.
  • Even if products like Quickli were directly available to consumers, they’re still going to welcome the opportunity to get a broker involved — they’re going to want that handholding.
  • Looking ahead, we can expect to see more third-party services popping up, bringing in more technology and opportunities for aggregators.
  • Scaling business will become difficult for brokers unwilling to adopt newer tech — don’t be afraid; embrace it. But don’t become lazy; brokers still have due diligence to tick all the boxes.


Key Quotes:

“The future of the industry is going to require brokers to adopt the right tech, and there needs to be the right blend of tech and the human element.” — Eric

“There’s always an exception to the rule, and good brokers know that good policy is great, but the exception to the rule is better.” — Ruan

“Aggregators can help us remain compliant and keep us doing what we do best, and that’s selling compliantly.” — Ruan

“The time we’re saving with tools like Quickli, we should be reinvesting into our clients.” — Marissa

Thank You To Our Hosts: Ruan Burger and Marissa Schulze


More From Marissa and her company, Rise High Financial Solutions:

Marissa Schulze Linkedin

Marissa Schulze Instagram

Marissa Schulze Facebook

Rise High Financial Solutions


More From Ruan and his company, Success and Broker:

Ruan Burger Linkedin

Ruan Burger Instagram

Ruan Burger Facebook

Success and Broker

  continue reading

53 episodes

Artwork
iconPartager
 
Manage episode 357270701 series 3009450
Contenu fourni par Ruan Burger and Marissa Schulze, Ruan Burger, and Marissa Schulze. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Ruan Burger and Marissa Schulze, Ruan Burger, and Marissa Schulze ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

Send us a text

We discuss in this episode:
Chatting with Eric Dill, Co-founder of
Quickli, we cover what’s happening in the tech world and how mortgage brokers can leverage it to support clients further and enhance the overall client experience. We also touch on the gap in the market Quickli (and brokers) have identified and why finding the right balance of tech and human touch is key moving forward.

  • Quickli brings 20+ lender calcs into one, easy-to-use interface that allows brokers to place a deal faster than ever before!
  • Tech like Quickli doesn’t replace but enhances brokers’ capabilities and reach — freeing them up for more time to spend on other key tasks; any good tech only strengthens the brokers’ proposition.
  • Even if products like Quickli were directly available to consumers, they’re still going to welcome the opportunity to get a broker involved — they’re going to want that handholding.
  • Looking ahead, we can expect to see more third-party services popping up, bringing in more technology and opportunities for aggregators.
  • Scaling business will become difficult for brokers unwilling to adopt newer tech — don’t be afraid; embrace it. But don’t become lazy; brokers still have due diligence to tick all the boxes.


Key Quotes:

“The future of the industry is going to require brokers to adopt the right tech, and there needs to be the right blend of tech and the human element.” — Eric

“There’s always an exception to the rule, and good brokers know that good policy is great, but the exception to the rule is better.” — Ruan

“Aggregators can help us remain compliant and keep us doing what we do best, and that’s selling compliantly.” — Ruan

“The time we’re saving with tools like Quickli, we should be reinvesting into our clients.” — Marissa

Thank You To Our Hosts: Ruan Burger and Marissa Schulze


More From Marissa and her company, Rise High Financial Solutions:

Marissa Schulze Linkedin

Marissa Schulze Instagram

Marissa Schulze Facebook

Rise High Financial Solutions


More From Ruan and his company, Success and Broker:

Ruan Burger Linkedin

Ruan Burger Instagram

Ruan Burger Facebook

Success and Broker

  continue reading

53 episodes

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