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Real Talk, with Realtors" is your go-to podcast for actionable insights and expert advice on navigating the dynamic world of real estate. Join us as we sit down with seasoned professionals to discuss the latest trends, strategies, and success stories in the industry. Whether you're a budding real estate agent or a seasoned professional, this podcast provides valuable tips to help you thrive in your career.

Josh Mettle: Customer Retention as Mortgage Officer

Josh Mettle: Customer Retention as Mortgage Officer

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Welcome back to Real talk, with Realtors! In this podcast, we break down the amazing solutions in the real estate industry today with real estate professionals, and jam on when these programs are applicable and how they benefit the homeowner. Hosted by Dalip Jaggi and presented by Revive, your real estate concierge for maximizing profit.

This is Episode #18 and we’re getting real with Josh Mettle, a mortgage officer and Division President at NEO Home Loans. Listen to the episode on Apple Podcasts, Spotify, Google Podcasts, and your other favorite podcast spots – follow and leave a 5-star review if you think it’s Real talk!

  • Episode Summary & Player
  • Show Notes
  • Real talk, with Realtors Summary

Real talk, with Realtors Episode #18: Josh Mettle on customer retention as a mortgage officer

Josh Mettle is a mortgage officer and Division President at NEO Home Loans. He’s closing in on $1 billion in origination. Hear how to follow up with real estate clients, develop your follow-up strategy, where and when to reach out, build a database of customers, and Josh’s real estate investing tips. This episode covers everything from customer retention to the best type of mortgage. Here’s a small sample of what you will hear in this episode:

  • What does customer retention mean to Josh?
  • When did he get his start?
  • What is his follow-up process?
  • How much of his business is returning clients?
  • What is equity?
  • When do you start seeing ROI (Return on Investment) as a mortgage officer?
  • What is Comparative Market Analysis?
  • Real talk...not Real talk: Mortgage officer as a career

Connect with Josh at,, and on social media.

Check out the episode and show notes below for much more detail.

Show Notes

  • Real talk, with Josh Mettle

your host

Dalip Jaggi

Co-founder of Revive