About Coach Bob Williamson

Bob Williamson has been a business coach to the mortgage industry since 1988.

He has created or helped to pioneer such innovations as:

The Customer Care System – a detailed system, customized to the loan originator and the type of loan, for managing the many details of a loan transaction. The Customer Care System incorporates both sales/marketing activities and loan processing/production activities into one seamless structure, which can then be automated within a CRM or contact management software like ACT!

The Strategy Session – a revolutionary concept that positions the loan officer as the client’s home buying coach, with an interest in helping clients negotiate the lowest possible price for the home they buy – in addition to finding them the best possible loan program for their situation. By assuming this role, the loan originator provides far greater value to clients than his or her competition does, and escapes the “loan-as-commodity” price trap.

Realtor Partnerships – instead of assuming the traditional role, where the Realtor perceives (and treats) the lender as a vendor, this approach positions the loan originator as an equal partner in a cooperative sales and marketing effort. By proving that the loan officer can be effective as a sales partner – and not just a “loan jockey” – you earn the respect of real estate agents.

Time & Business Management – Bob has shown hundreds of loan originators how to structure their lending careers as  autonomous businesses, applying best-practice management principles for people who often lack organization and effective business systems.

Bob can be reached by email here.