Episode 316: Turning Customer Exp...

Episode 316: Turning Customer Experience into Revenue: Lessons from Secret Shopping

Mortgage Manager Playbook by Pat Sherlock

Episode notes

Tom Finnegan, Principal, Stratmor Group. Key highlights: secret shopping reveals the real customer experience; lack of follow-up is a key problem; too many LOs are order takers instead of consultants; speed matters; and customer experience is now a competitive advantage.