Unleashing a Business's Potential ft. Nancy Bayat | Coffeez for Closers with Joe Shalaby Ep. 6

Feb 16

Today, we have Nancy Bayat, co-founder of the Amerify companies and a key figure behind EMC's national success. With over $4 billion in production, Nancy is a testament to perseverance and success. We're excited to dive into her story and insights.

Early Journey and Inspiration

Nancy's journey as a first-generation immigrant is incredibly inspiring. Her drive and passion stem from a deep-seated desire to excel in everything she does. Nancy's relentless pursuit of excellence is evident in her impressive career and personal achievements.

Tunnel Vision and Focus

Nancy attributes much of her success to her "tunnel vision" approach. By putting on blinders and focusing intensely on her goals, she has been able to achieve remarkable results. In 2021, she recognized a unique opportunity in the mortgage industry and worked tirelessly, seven days a week, to capitalize on it.

Scaling Quickly

Nancy's ability to scale rapidly during 2020-2021 was due to her extensive experience and network in the mortgage business. She strategically placed the right people in key positions, allowing her team to thrive. Her success is a testament to the importance of having a strong, capable team.

Inspiring and Leading

Nancy is deeply motivated by helping her clients and team succeed. Her commitment to their growth and success is a driving force behind her own achievements. By being a guide and mentor, she ensures her team is well-equipped to excel in their roles.

Retention and Team Commitment

Nancy's team members are incredibly loyal, largely due to her leadership style. She views herself as a team member rather than just a leader, working alongside her team in the trenches. This collaborative approach fosters a strong sense of commitment and loyalty.

Key Elements of Success

Time Blocking: Nancy swears by time blocking, which helps her manage her time effectively and stay on top of her tasks.
Follow-Up: Regular follow-up is crucial for maintaining client relationships and ensuring nothing falls through the cracks.
Program Knowledge: Understanding loan programs and knowing how to structure deals is essential for success in the mortgage industry.

Technological Efficiency

Nancy has streamlined her tech stack to improve efficiency. She uses Ricochet 360 for data management and Arrive for pipeline management. Centralizing technology has made her operations more efficient and effective.

Client Retention Strategies

Nancy stays in touch with her clients through quarterly calls and personalized messages. She also sends utility sheets to new homeowners, co-branded with the buyer's agent, which adds a personal touch and strengthens relationships.

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