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MortgagePanama City, FL4 months

Terrence B. - 6 funded loans

84
OPPORTUNITIES
35
APPOINTMENTS
17%
CLOSE RATE
6
CLOSINGS

Terrence B.'s story

Terrence has been in the mortgage industry for somewhere between sixteen and twenty years — long enough that he is not easily impressed and not easily fooled. He has watched a dozen different borrower generation trends come and go. He signed up not because he was desperate, but because he recognized that the market had shifted and his existing approach needed a supplement.

He had no major objections going in. At his level of experience, he knew what a good system looked like, and after reviewing the platform, he felt it was worth trying. His attitude was straightforward: if it works, great. If it doesn't, he would move on.

It worked. Over four months, he generated 84 fresh borrowers in the Panama City market. This yielded 35 scheduled consultations. Applying nearly two decades of experience to those conversations, Terrence closed 6 loans — a reverse mortgage for a retired couple looking to supplement their fixed income, and five buyer loans for families relocating to the Florida panhandle. He describes the support system as one of the best he has encountered in his long career and says he is genuinely satisfied with both the borrowers and the overall experience.

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