Cherie Good wants to be known as “Your Good Lender” with Level One Bank. Beyond that, Cherie wants to be much more to her clients than they may typically expect from a mortgage lender and she does that by being a fantastic referral source. Giving great referrals allows Cherie to deepen her relationships with her clients. Being a Caerusnet Member gives her many great opportunities to learn how to create referral opportunities. She is also one of a small number of Caerusnet Michigan Members who is a participating Member on two different Caerusnet teams. This gives her the opportunity to develop relationships in two different markets, Ann Arbor and Adrian (she was named MVP of her Adrian Caerusnet team in 2019). And Cherie is a really good giver in general! Not just in Caerusnet passing referrals but also by supporting food pantries and helping feed the hungry. Enjoy our conversation with this this extremely “Good” Caerusnet Member!
How long have you been in your profession? I’ve been in the mortgage industry since 2016 but started out in financial education back in 2003, which has been a critical influence for me to get into the mortgage industry. I was encouraged by my financial and realtor friends to look into mortgage lending because it seemed to be a natural fit. They were right!
What is the best thing about your business/career? I get to help provide education and support with the largest purchase likely anyone will make … their home! If you know of an individual that deserves to have strong support with their new home purchase or refinance, I’d be happy to offer this guidance to them. We have a variety of unique programs at Level One that offer additional assistance to our clients such as: low down payment options, lower closing costs, and portfolio programs with no mortgage insurance.
What is it about the Caerusnet model that you like most? As professional service providers, we are stronger together. Why not have 20+ advocates out in the community that can look out for opportunities for each other?
Share a success story about why giving referrals/bringing visitors are beneficial to you? I believe in strong partnerships and I love being able to introduce a client to my Caerusnet partners to offer additional support to them. This, in return, helps to build stronger relationships and improved loyalty for all of us. We are all experts in our fields and this is validated when we are able to work collectively to help improve the lives of our clients.
Any tips on learning how to find situations where you can create a referral? I’m always listening. Whether that is at a family function or hanging out with friends. I want to genuinely know how things are going for them and if I can help them in any way, including making a strong connection with a Caerusnet partner.
What is your strategy with your member minute and your spotlight presentation? I try to provide education or mortgage tips that are valuable, especially since many of us currently own a mortgage. Not all of us had an opportunity to understand the “WHY” when we secured our last mortgage and I want people to learn how easy it is to get ahead of their mortgage and to regain control.
What is your approach to positioning yourself as a resource in the community? I focus on my continued education in the mortgage industry. There are many intricacies and for some it can seem overwhelming. I want to be that trusted resource that can help guide people through a variety of scenarios. Mortgage situations are not all the same and I want individuals to know they can turn to me to get answers, no matter what stage of the mortgage process/cycle they are in.
Tips on how to be successful in Caerusnet? Passing along a warm referral (email introduction, CCing your Caerusnet partner) is highly effective. It establishes a trusting connection with that potential client. Get to know your fellow Caerusnet referral partners. Find commonalities and ways in which you can champion each other keeping your eyes and ears open for any possible referral or connection.
In addition, here are some of Cherie’s unique ways to provide lending scenarios to specific audiences: