Paul Thummel is a loan officer with an extensive background in mortgage lending. After 25 years in the industry, he decided to move his offices closer to home in Coto de Caza, CA. Paul is the first to admit that after working three years in a different industry, he feels like he’s starting over. “Real Estate is a lot of out of sight out of mind, and there’s a lot of competition in my area. Thankfully, changes in technology and automation over the past few years have made getting reestablished easier.”
After talking to Paul, it’s obvious that his work ethic and attention to detail have helped him establish a level of trust with key people in Orange County. “Referrals make up the majority of my business. I have to stay focused on productive activities, which includes developing trusted relationships with agents who send quality referrals.”
Paul offers a level of transparency during the lending process that is unmatched by competitors. “Agents reach out to me because I’m open and honest. I’ve had realtors come to me when things have gone sideways with other lenders and they’re backed into a corner. I don’t shy away from opening up lines of communication, getting people on the same page and solving things in a timely manner.”
We wanted to help Paul automate some of his online interactions so he could spend more time working with clients. That’s where our expert Linzy came in, whose mission was to maximize Paul’s partnership with OutboundEngine. After discussing his goals, Linzy developed a game plan to help Paul re-establish his business and build a pipeline for referrals.
Paul (top) and Linzy (below)
Paul (left) and Linzy (right)
OutboundEngine works with Paul to understand his business goals and set him up for success. We helped Paul establish his online reputation and grow his network in a way that effortlessly keeps him in front of his customers.
Ready to make your network work for you? Get a live demo with one of our marketing experts now.