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How to Supercharge Your Sales Pipeline

Updated: Aug 26, 2021

As loan officers, the only way we can consistently grow our business is to have a steady stream of incoming clients. Without that, our sales pipeline can come to a standstill. We’ve all experienced unpredictable swings between too much business and not enough. To find that steady place from where business can grow sustainably, you need to focus on the first point of the sales pipeline where new clients are coming in. Traditional prospecting work is an important part of this, but quite often, loan officers need to strive to do more if they want to see and maintain an increase. So, let’s examine some techniques loan officers can use to support a regular influx of new business. Here are a few strategies that I believe in strongly:


Are You Investing in Networking?

When I use the term investing, I mean, specifically, investing your time and your effort. To really build your flow of clients, you need to consistently engage with and expand your network. Networking encompasses everything from industry events to a quick meeting with a friend of a friend. Every time you talk about what you do, you’re spreading your name and your brand. These encounters are a tremendous opportunity to build your incoming referral business. Maybe you meet a new prospective referral partner—the possibilities only increase the more you network. The point is that networking creates opportunities for expansion, but you have to invest time in developing and strengthening your connections to make it successful.


Are You Strengthening Your Online Presence?

Do you create and publish content? Post it regularly? Can someone find you online with little effort? These are crucial questions for loan officers to ask themselves. With so many of today’s consumers researching and shopping online before making a decision, your online presence is incredibly important. More often than not, it will make a first impression with prospects before you even know who they are. If you want to earn their business, your online presence needs to be impactful. A well-designed, easy-to-navigate website is a must have, as is maintaining an active presence on social media. When someone in your community does a search for loan officers in the area, you want to be among the top results. This is entirely achievable when you’re producing consistent, readable, relevant content.


Are You Differentiating?

Many of us give our pipeline a boost by specializing in a niche market. We don’t exclude clients outside of that niche, of course, but we make ourselves the clear choice for people in it. Do you excel with a particular demographic? When you continually demonstrate your experience and expertise, you can set yourself up as the go-to loan officer in your area for that group. In addition, loan officers can differentiate themselves by highlighting what sets them apart from the competition. What makes you the best choice for your prospects? When you make sure your branding, marketing, and online presence all answer that question, you’ll begin to attract more quality clients.


Are You Passionate?

If we hope to energize our sales pipeline, we need to be energized ourselves. If you’ve lost the connection to the purpose in your work or you’re experiencing a period of burnout, striving to rediscover your initial passion is key. When you find your work meaningful and you’re eager to come into the office, you bring an energy to your business that encourages growth. When you’re passionate about what you do, you can give clients high-level service and a memorable experience. This is a big contributor to earning the positive reviews and word-of-mouth referrals that ensure new clients keep flowing in.

If you want to see impressive growth in your business, you need to increase the number of clients entering your sales pipeline—and you need to work to keep that flow steady. There will always be ebbs and flows, but when you invest in building a strong influx of new business, it can keep you moving through slower periods.

If you’d like to discuss any of these ideas, or you need help developing a strategy of your own to build your sales pipeline, please reach out. I’d be happy to block off some time to connect.




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