From Awkward to Effortless: Mastering the Commercial Loan Handoff

Episode 181

In this episode, Frank sits down with Kelly Dutton of One Click Commercial Funding—one of the most dependable referral partners for residential originators who don’t venture into commercial or SBA lending. If you’ve ever hesitated to pass off a deal because you weren’t sure how to do it without losing the client (or the relationship), this conversation is going to feel like oxygen.

Most loan officers make the handoff harder than it needs to be. Frank breaks down the simple, repeatable approach he uses—along with strategies used by other successful LOs—that keeps clients confident, keeps you in control of the relationship, and keeps referral revenue flowing.

You’ll learn:

  • The exact handoff phrasing that removes friction
  • How to stay the trusted advisor even after you refer the deal
  • What makes Kelly such a strong partner for originators
  • Real stories from LOs who refer to One Click and get paid with confidence

If you want a smooth process, happy clients, and a partner who actually makes you look good, visit http://workwithoneclick.com to get started with Kelly today.

Looking for Construction or Fix & Flip financing for your clients? Partner with Park Place for fast, dependable funding. Get a quick quote here: http://workwithparkplace.com