In a recent episode of “The Loan Officer Podcast,” co-hosts Dustin Owen and John Coleman discuss key tips for loan officers when engaging in small talk with prospective clients. Owen and Coleman explore common discussion topics, conversational nuances and best practices for communicating with clients from different backgrounds.
These questions and responses have been lightly edited for length and clarity.
To start the conversation, Owen and Coleman dive into the first tip, which involves asking for a client’s area code to learn details ⇒
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