Using Technology To Take the Pain Out of Finding the Right Lender for your Client with Guest Eric Dill

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We discuss in this episode:
Chatting with Eric Dill, Co-founder of Quickli, we cover what’s happening in the tech world and how mortgage brokers can leverage it to support clients further and enhance the overall client experience. We also touch on the gap in the market Quickli (and brokers) have identified and why finding the right balance of tech and human touch is key moving forward.

• Quickli brings 20+ lender calcs into one, easy-to-use interface that allows brokers to place a deal faster than ever before!
• Tech like Quickli doesn’t replace but enhances brokers’ capabilities and reach — freeing them up for more time to spend on other key tasks; any good tech only strengthens the brokers’ proposition.
• Even if products like Quickli were directly available to consumers, they’re still going to welcome the opportunity to get a broker involved — they’re going to want that handholding.
• Looking ahead, we can expect to see more third-party services popping up, bringing in more technology and opportunities for aggregators.
• Scaling business will become difficult for brokers unwilling to adopt newer tech — don’t be afraid; embrace it. But don’t become lazy; brokers still have due diligence to tick all the boxes.

Key Quotes:

“The future of the industry is going to require brokers to adopt the right tech, and there needs to be the right blend of tech and the human element.” — Eric

“There’s always an exception to the rule, and good brokers know that good policy is great, but the exception to the rule is better.” — Ruan

“Aggregators can help us remain compliant and keep us doing what we do best, and that’s selling compliantly.” — Ruan

“The time we’re saving with tools like Quickli, we should be reinvesting into our clients.” — Marissa

Thank You To Our Hosts: Ruan Burger and Marissa Schulze

More From Marissa and her company, Rise High Financial Solutions:

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More From Ruan and his company, Success and Broker:

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