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7 Tips for a Successful Sales Call

reverse mortgage news

With more reverse mortgage origination and sales being done over the phone or the extensive followup and communication required to close any loan it makes sense for us to evaluate our phone skills. Some of us are more well suited to in person communication while others excel over the phone. For those of you who still meet your clients face to face you need to master both in person & remote communication. Here are a few things we should keep in mind when making that sales call or follow up with a new applicant.

First your toolset. Each of us should have enthusiasm, patience, passion, confidence and a sense of humor at the ready.

Second, plan ahead. Outline how you approach a sales call, follow up with an existing prospect or hammering out details with a new applicant. I would recommend flow-charting your process and refer to it until it becomes second nature.

Third, Smile. Take your phone and record a sentence while you are smiling and then record the same sentence with…

Download the video transcript for this episode here.

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Editor in Chief:
As a prominent commentator and Editor in Chief at, Shannon Hicks has played a pivotal role in reshaping the conversation around reverse mortgages. His unique perspectives and deep understanding of the industry have not only educated countless readers but has also contributed to introducing practical strategies utilizing housing wealth with a reverse mortgage.
Shannon’s journey into the world of reverse mortgages began in 2002 as an originator and his prior work in the financial services industry. Shannon has been covering reverse mortgage news stories since 2008 when he launched the podcast HECMWorld Weekly. Later, in 2010 he began producing the weekly video series The Industry Leader Update and Friday’s Food for Thought.
Readers wishing to submit stories or interview requests can reach our team at:

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