VERICO THE MORTGAGE WELLNESS GROUP
Now in his fourth year in the mortgage industry, Tyler Yates has a good handle on the skills one needs to succeed as a broker. “I’ve come to notice that brokers need to be very good at coaching and assisting clients for face-to-face meetings, as well as providing solutions and communicating extremely well through remote services such as video conferencing, online meetings and sending/receiving of documents through different online services,” he says.
Now that millennials are becoming an increasingly important target market, brokers need to be able to adapt to their needs, Yates adds. “If you only stick to face-to-face meetings, you’re handing a large chunk of business to another broker who can accommodate.”