Mar 1, 2014
PM Business Intelligence
I have known Alan for over 25 years. We’ve been colleagues, and now, a friend and his client. There are few people you meet in life that leave an impression on you forever – Alan is such a person.
In the early 1990’s I decided to dabble in the mortgage loan business and joined Phoenix Mortgage. My interest was mostly to be involved in the real estate business and had no sales experience what so ever. Alan, at the time, was the branch senior Sales Manager.
I’ll never forget the first day we met and the sales orientation meeting we had. The next day I wrote my first loan application from the very first call I received. Why? I followed Alan’s instructions to the T. And it’s that very sales orientation meeting, and what I learned, that I treasure the most. It wasn’t the sales technique, or how to sell that I remember, rather the message and how to be a better listener. He taught me the importance of being thorough, understand your customer’s need, don’t be afraid to say no and most importantly be honest to yourself and your client.
After my years in the mortgage I decided to move on but always stayed in touch with Alan. Alan is the first person I recommend to friends and call when I have a real estate loan need or simply a real estate related question. And true to form, there was one occasion when Alan said he wouldn’t be able to help me and suggested alternatives. Alan always keeps himself up to date on real estate matters and I consider him one of the more knowledgeable real estate professionals.
Alan is now working on probably the 6th or 7th loan for me. I know all will go well because Alan explained all the changes that have occurred in the loan business in the past year and how it could impact my situation. Alan did his due diligence and fully and clearly articulated what to expect throughout the loan process.
I would not hesitate to recommend Alan for your real estate loan needs or simply asking his opinion about your situation. You’ll come out of the conversation with a complete understanding pertaining to your loan.