In this episode, Cheryl Knowlton and Jessie Van Wagoner discuss:

• Importance of education and continuous learning

• Building genuine relationships and providing exceptional service

• Methodical process and pre-approval to ensure client success

• Balancing work and personal life by setting boundaries

• Communicating effectively with lending partners

Key Takeaways:

• Education is the foundation for success in the mortgage industry, enabling professionals to refine their skills, stay informed, and ultimately provide a superior experience for clients.

• Trust grows through clear communication and genuine care.

• A well-structured pre-approval and underwriting process not only ensures financial preparedness but also minimizes potential risks, creating a smoother path to closing.

• Boundaries matter. Work-life balance thrives when priorities are communicated and respected.

• Open collaboration between agents and lenders is key to delivering exceptional results for clients.

“It all starts with the conversation. It all starts with understanding who they are, what they need. Every client's different.” - Jessie Van Wagoner

About the guest, Jessie Van Wagoner:

Jessie Van Wagoner is a dedicated Branch Manager with New American Funding, known for his exceptional leadership and commitment to excellence in the mortgage industry. With over a decade of experience, Jessie has consistently demonstrated his expertise and passion for helping individuals and families achieve their real estate goals. His team's mission extends beyond assisting first-time buyers and seasoned investors in building wealth through real estate; they also focus on empowering Realtors and referral partners to grow their careers.

As a Top 1% Mortgage Lender in the United States for seven consecutive years and a Summit Club Top Producer, Jessie’s track record speaks for itself, with nearly 1,000 loans closed over the course of her career. He attributes his success to hard work, clear communication, and an unwavering dedication to delivering seamless, stress-free transactions. By serving as a knowledgeable resource for his clients and partners, Jessie has cultivated a reputation for trust, reliability, and exceptional service.

CONNECT WITH JESSIE VAN WAGONER:

LinkedIn: https://www.linkedin.com/in/jessie-van-wagoner-38473b114/

CONNECT WITH CHERYL:

Website: www.cherylknows.com

YouTube: https://www.youtube.com/channel/UCwvWKXBC6fKn1dLGY11hxIg

Facebook: https://www.facebook.com/theknowltonteam/

LinkedIn: https://www.linkedin.com/in/cherylknowlton/

Instagram: https://www.instagram.com/cherylknows/

Show notes by Podcastologist: Hanz Jimuel Alvarez

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.