Get ready for a special episode of The Collective Podcast! This is part 2 of The Sales Process from Season 2, Episode 10, and it's packed with valuable insights. Jen Moretti, an experienced broker, joins the conversation to show you how to streamline your loan process and make it work flawlessly. From mastering clear communication to using automation for better client engagement, this episode is all about making your workflow smoother.

We’ll also talk about building solid relationships with real estate partners and how feedback can help you improve results. If you're looking to simplify your process and keep clients happy, this is one you won't want to miss!

00:57 Meet Jen Moretti: A Broker's Journey
02:49 Building a Bulletproof Loan Process
06:09 The Importance of Enjoyment and Profit in Business
08:58 Navigating the Pre-Approval to Under Contract Process
11:48 Automating Communication for Client Engagement
14:59 Preparing for a Successful Offer
17:50 The Role of Listing Agents in the Process
21:10 Creating Value Through Evergreen Content
23:55 Maintaining Communication During the Contract
27:14 Building Relationships with Transaction Coordinators
30:04 Feedback and Continuous Improvement
32:58 Doubling Revenue Through Strategic Communication
35:50 Final Thoughts on the Loan Process

Show Links:
Community Platform: https://products.thecollectivecoaching.com/

Social Media:
Facebook - https://www.facebook.com/TheCollectiveCoachings/
YouTube - https://www.youtube.com/@TheCollectiveCoaching
LinkedIn – https://www.linkedin.com/company/collectivecoaching/
Instagram - https://www.instagram.com/thecollectivecoachingcommunity/

Shane and Kyle are joined by Shawn and Candido to take on what it really means to be a standout in a tough market. From building real partnerships to holding each other accountable through thick and thin, the conversation dives deep into how to stay steady and focused when the market gets bumpy. Get ready for real talk on lessons learned, big wins, and the small habits that keep you grounded.

00:00 - Navigating Challenges in a Changing Market

05:16 - Reflecting on Success During Market Boom

11:10 - Reinventing Business Strategies for Sustainability

14:41 - Shifting Focus: Building Relationships Through Education

25:29 - Mindset and Accountability: The Path to Growth

Takeaways:

Define Success Beyond Numbers – True success isn’t just about the high numbers during a market boom. It's about building a foundation that holds up when things get challenging. If you’re measuring success only by short-term wins, it might be time to reassess.

Choose Your Partners Wisely – Who you work with can make or break your momentum. Shawn and Candido talk about the importance of working with people who align with your values and have staying power. Find partners you trust and who bring you long-term value, not just quick deals.

Accountability Drives Growth – You don’t need a yes-man; you need people who’ll tell you the truth, even when it stings. Real accountability means surrounding yourself with those who push you past your comfort zone and keep you on track.

Adaptability Matters – The market changes, and so should you. Shawn highlights the need to pivot strategies when what worked in the past stops being effective. Staying adaptable in a fluctuating market means re-evaluating and shifting to new approaches.

Routine Builds Resilience – Small, consistent habits can fuel your momentum even in tough times. Candido shares the power of setting a daily routine, like getting in steps and listening to a podcast each morning, as a way to start the day with focus and discipline.

Quotes:

"It’s not about just surviving the market; it’s about redefining what success looks like in each season."

"If you go into any interaction with the desire to out-give the person across from you, you’ll leave a mark that sticks."

"The best platform is the one where your people actually are – go where they’re already spending their time."

"If you're not making each other uncomfortable, it's not an accountability group – it’s just a hangout."

"Anyone can have success in a good market, but real character is built by how you navigate the challenges."

Show Links:
Community Platform: https://products.thecollectivecoaching.com/

Social Media:

Facebook - https://www.facebook.com/TheCollectiveCoachings/
YouTube - https://www.youtube.com/@TheCollectiveCoaching
LinkedIn – https://www.linkedin.com/company/collectivecoaching/
Instagram - https://www.instagram.com/thecollectivecoachingcommunity/

What does it really mean to show up with integrity in both business and life? Shane and Kyle break down how your approach to relationships, leadership, and personal commitment can make or break your long-term success. Hear how staying true to your word, embracing tough conversations, and focusing on consistency, authenticity, and honesty are the real keys to thriving—whether you’re building partnerships, motivating a team, or handling client challenges.

01:54 - The Importance of First Impressions

05:03 - Choosing the Right Social Media Platform

07:05 - Motivating Coworkers and Building Relationships

09:02 - Handling Client Disagreements with Empathy

10:01 - Role-Playing Scenarios for Real Estate Professionals

19:45 - Proving Leadership and Building Trust

22:58 - Strategies for Long-Term Entrepreneurial Success

Takeaways:

First Impressions Are Built on Generosity: When meeting someone, focus on understanding their needs and desires rather than pushing your agenda. Approaching every interaction with a mindset to give more than you take will create a lasting and positive impression.

Go Where Your Audience Is on Social Media: Don’t try to be everywhere. Instead, focus your energy on the platform where your ideal clients or partners are most active. Whether it’s Facebook, Instagram, or LinkedIn, knowing where your audience spends their time will help you connect more effectively.

Motivation Comes from Connection: You can’t force people to be motivated. Instead, love and support your team or colleagues, and that emotional investment will help drive their best performance. It’s about proximity and showing you care.

Deal with Disagreements by Leaning Into Empathy: When conflicts arise, acknowledge the other person’s feelings without trying to fix or diminish them. People need to feel heard and understood, and empathy goes a long way in maintaining strong client relationships.

Consistency and Authenticity Lead to Success: Long-term success as an entrepreneur requires showing up consistently and doing the right thing with integrity. Confidence builds through repeated efforts, and having the right people around you for guidance is crucial to staying on track.

Quotes:

" If we go in with the desire to out give who I'm sitting across from, I'll always leave with a good impression in that person's head."

" I don't work with agents. I have preferred partners, and my preferred partners get treated like preferred partners."

" You can't manufacture confidence out of thin air. It comes through doing the right thing, the right way, with the right frequency."

Show Links:
Community Platform: https://products.thecollectivecoaching.com/

Social Media:

Facebook - https://www.facebook.com/itsthecollectivecoaching/
YouTube - https://www.youtube.com/@TheCollectiveCoaching
LinkedIn – https://www.linkedin.com/company/collectivecoaching/
Instagram - https://www.instagram.com/thecollectivecoachingcommunity/