The Collective Podcast

By: The Collective Coaching
  • Summary

  • The Collective Coaching presents in-depth conversations with the nation's leading mortgage team leaders, executives, and branch managers, delivered to you every two weeks. We also feature mastermind sessions with influential coaches, consultants, experts, and speakers. All so you can build the right team, systems, and technology to scale your team to a hundred million without losing your YOU. The Collective Coaching Podcast is a proud founding member of the REAL Disrupt Podcast Collaborative.

    © 2024 The Collective Podcast
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Episodes
  • From Approval to Loyalty: The Sales Process Part 2
    Nov 11 2024

    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/

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    42 mins
  • We Are Still Standing! What Can We Learn?
    Oct 28 2024

    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/

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    38 mins
  • Clash of the Coaches
    Oct 14 2024

    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/

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    28 mins

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