Measuring Performance Building a Referral Based Business | Joe Patee | E1538 | 1 CE | Meridian Classroom
This class will help you to look at your business and understand where your business comes from, which leads are the most effective and how to track and source your business. This also gives tips and tricks for sourcing new business and effective ways for how and when to reach out to clients.
As Producing Branch Manager at Guild Mortgage, I’m committed to helping my clients understand their options for real estate financing and assisting them in making solid home loan decisions.
I have been recognized as a national leader in home loan origination with several perennial awards including “Top 1% Originator” by Mortgage Executive Magazine, “Top Originators” by Scotsman Guide, “Chairman’s Club” by Guild Mortgage and “President’s Club” by Guild Mortgage. My philosophy is simple: “You don’t need a sales pitch; you need solid information and advice.”
Outside of the office, I enjoy spending time with my wife, two beautiful kids, and Linda, the family Frenchie. On any given Saturday, you might bump into us hiking or biking in the Boise Foothills, strolling through the Farmers Market, or entertaining friends and family on our front porch. I recently ran my first 10k race and did well. I am happy to report this was the first time I’ve run that distance without stopping to walk, and I’m open to entering in future events!
Bookings are no longer available for this event.