Hi, my name is Heath Riddle and I'm with Neo Home Loans. About three years ago, I decided to change my entire approach to mortgage lending. I got really tired of this common mindset in our industry of being purely transactional. Here's your rate and here's your payment. I just felt like this was not serving the communities or my clients as good as it could. So instead of just selling debt to the consumer, I've shifted to the approach of selling value, providing education and more of an advice-driven process.
To deliver on this mission, I knew I was going to need a solution that could help me elevate this process. Let's face it, spreadsheets, email campaigns, and even manual calls are just not efficient enough or easy enough for clients to really follow. That's when I discovered Housing Link, when I was listening to a MortgageCoach episode about two and a half years ago.
Let me tell you, Housing Link has been a game changer for my business. It's completely transformed how I interact with my clients and how I deliver value. Housing Link allows me to create customized professional presentations to deliver value and information to my prospective homebuyers, referral partners, or even larger audiences. Really, the only limit is your imagination.
One of the ways I like to use Housing Link is for what's called a client dashboard. I use this for my clients and their pre-approvals. These client dashboards break down all of the client's loan options. I'm able to provide them with market updates and strategies and educate them about the entire loan process.
They allow me to attach a video going over the MortgageCoach presentation to discuss the loan options in detail with the client. The video can be via Loom, BombBomb, or YouTube. It also allows me to attach PDFs that have important information I want to provide. You can also add the buyer's agent contact information, or anybody else, an insurance or financial advisor, homeowner's insurance, or referral partners you work with.
The cool thing is, these client dashboards don't just stop there. They can eventually evolve into post-closing dashboards or even refinance dashboards. Everything stays organized and it's all in one place. My clients love this. They love it so much that I can tell you it has increased my conversion and it has also reduced rate shopping. These client dashboards are just the beginning.
Housing Link has really helped me out within my community. I also use Housing Link for co-branded digital offers, listing presentations, and community presentations for builders and developers. This platform is really going to give you an opportunity to level up your business within your community. It's going to allow you to provide a high level of value to your clients, past clients, and referral partners.
If you're ready to stand out from the competition in your community and you're truly ready to deliver exceptional service, then Housing Link is the tool you've been waiting for.