On-Site Visit Itinerary - The Broadhurst Team

 Tim Broadhurst has become one of the nation’s top producers, speakers, and trainers in the mortgage industry, particularly in the area of systems, efficiencies and team building.   While visiting Tim’s office in Austin, Texas you will see his systems in action and have a chance to gain insight from him and his team in the specific area’s that matter most to you.  During your site visit with Tim you will follow the flow of the transaction from pre-lead to post closing with each of the members of his talented team to learn the important details of what makes his world class team so successful.  

 Tim will conduct a conference call with you prior to your arrival in Austin so that he can understand your needs and customize the site visit for you.  Here is an example of the most popular format:

·        9:00     Team Introduction and Systems Overview- Tim        

Tim gives a thorough overview of his team and customer service philosophies, defines the hardware and software that he and his team uses on a day to day basis, and gives an outline of the transaction loan flow that will be more closely examined throughout the day (interactive Q&A throughout)

·        9:45     Contact Management System Overview- Tim

Many of the efficiencies that Tim has created and that he and his team enjoy are built around the custom layout and templates that he has created for use with the ACT! contact management system.  Tim explains exactly how he and his team use contact management software to create amazing efficiency within their operation, significantly reduce the amount of time spent per file, and most importantly how it is used to enhance relationships.  While this is not an “ACT! Class” it is a very enlightening segment for producers at all levels (interactive Q&A throughout)

·        10:15  Pre-lead- Tim

The tone of the client relationship can be significantly impacted at the point of referral.  We have found that many of the objections that Loan Officers seek to find solutions for can be addressed before they ever actually occur.  Tim discusses how he has addressed this solution with his referral partners and clients.

·        10:30  10 Minute Break       

·        10:40  Lead Conversion- Betty

Tim explains how he has been able to enjoy a 72% conversion ratio of leads to funded loans over the last 3 years.  With industry standards closer to 25% you will want to take great notes on this topic.  You will spend time with his Production assistant during this segment, have a chance to experience the scripts she uses, and see exactly how she performs (interactive Q&A throughout)

·        11:30  Lunch- Tim & Team

Producers, managers and owners spend time with Tim during a working lunch to discuss compensation, incentives, and any other matters that are best handled in confidence.  Support team members have a chance to interact with The Broadhurst Team, ask as many questions as they wish and enjoy lunch together.

·        1:00    Loan Officer High Trust-Tim & Dan

Tim and Dan demonstrate the borrower high trust conversation and the high trust transfer to his operations team that allows him to continue originating and not get sidelined with processing details.  The high trust conversation is one of the primary key’s to Tim’s success and is essential to building the client relationships that keep his repeat client/ client referral pillar at 50% or more of his total production (interactive Q&A throughout)

·        2:00    In Process Marketing- Shannon

Tim’s Client’s for Life Marketing manager demonstrates what she does in-process to enhance client relationships.  She provides plenty of material and vendor information used while performing her role on the team (interactive Q&A throughout)

·        2:15     Credit Only Processing – Bene & Yolanda

The majority of clients served by the Broadhurst Group are “Credit Only” or “TBD” borrowers.  Tim’s ability to continue to originate loans is contingent upon being able to handoff a solid file with good notes to a competent operations staff.  Too many Loan Officers find themselves involved in the transaction from origination to funding and consequently find it impossible to increase production without experiencing severe imbalance.  The happiest processors and support team members are ones who are empowered to take a file and cross the finish line without having to repetitively stop their important work to ask their Loan Officer for clarity.  Whether you have centralized or decentralized processing this segment will provide very valuable insights.

·        2:30     Contract Checklist and Contract Call- Betty & Dan

Dan and Betty show how they work together seamlessly at the point of contract to create an efficient event for the team and a stress-less event for the borrower.  You will see (and be given) some very effective checklists and activity series during this segment.

·        2:45     Transaction Coordinator

      How can your processor handle 65+ loans a month?  That is a common question for loan officers and support staff who attend Tim’s site visits.  The answer is:  “Because my processor does not have to spend excessive time on the phone”.  Tim initiated the use of a transaction coordinator on his team over six years ago and quickly realized the importance of a team member who could proactively address client needs before they occurred, thereby insulating the processor from debilitating interruptions.  Though his team in constantly on the lookout for solutions to prevent reactive calls, the Transaction Coordinator is trained and able to handle most of these situations (interactive Q&A throughout)

·        3:15     10 Minute Break

·        3:25    7 Day Pre-Closing Confirmation- Bene

One of the original “core” efficiencies of the Broadhurst Group that has stood the test of time is the 7 Day Pre-Closing Confirmation.  In this session you will see how the team uses this powerful and efficient point of contact to serve the client, finish strong, and reduce stress for both the client and the team. 

·        3:40     In Process & Post-closing Marketing-Shannon

Bringing value to the client with unexpected thoughtful communication is the essence of how Tim keeps his name in the forefront of clients mind.  See how effective a simple, cost effective a Clients for Life marketing campaign can be.

** Dress is Business Casual-Lunch will be provided