2016 Top 25 Mortgage Loan Originator for Customer Satisfaction: Jacalyn Gallegos

SocialSurvey has declared Jacalyn Gallegos as one of the Top 25 Loan Officers in America. Her hands-on communication style and fun-loving personality have landed her within the top 1% of loan originators for customer satisfaction. Jacalyn sets herself apart with an exceptional rating of 4.9 stars and a true care for her customers.

It is a top priority for Jacalyn to inspire her clients with joy as often as she can during the complicated process of loan origination. Besides being an inspiration to her clients, she also inspires change behind the reigns of a non-profit organization. Outside of work, you’ll find Jacalyn behind a good book, doing yoga, enjoying time with friends, gardening or out exercising. You may even catch her singing the national anthem at a major sporting event in her home town of Denver, Colorado.

Jacalyn has nearly ten years of experience in the mortgage industry. She attributes some of her customer satisfaction to her unique understanding of the system, having been in the Processing Department, Closings, and Operations Departments. She is aware of how valuable the finish line is to her client and enjoys walking through every moment with them.

Jacalyn’s sincerity, and excitement to be a part of her client’s journey is a important aspect of her deserving success in the industry. Congratulations on earning a place among the 25 brilliant top originators of 2016.


Jacalyn handled everything, literally, so that I didn’t have to. She made what could have been a stressful experience, quite pleasant (especially for a first-time home buyer). I’d recommend her to anyone and everyone in the market for a new home. 10 out of 10.

Reviewed by Zachary B. / May 2017

We wanted to know more about Jacalyn’s joy and how she continues to produce such happy customers. Here’s what she had to say about success in this business.


How do you retain your customers?

My communication throughout the process… I send a congratulations card on the 1 year anniversary of the home purchase, and I try to check in with my clients every 6 months and on their birthdays.

Jacalyn goes the extra mile to communicate with her customer, even after her job is done. But during the process she strives to explain everything necessary so her clients feel comfortable and knowledgable, in the end excited to stay on board with Jacalyn in the future.


Jacalyn is great to work with and her knowledge of the various intricacies and nuances of the home buying process is amazing. I was thrilled to have Jacalyn in my corner and cannot recommend her highly enough.

Reviewed by Daniel C. / January 2017

Share with us your methods for getting clients? What types of marketing do you do?

I like to create marketing that shows both my skill, and my personality. Sarcasm is kinda how I do things, so the bulk of my marketing and presentations reflect that. 

I try to have as much fun with it as I can because it can be a scary and stressful experience for a lot of clients. 

The process of originating and closing loans is complicated. How are you able to make it easy and seamless for your clients?

I always relate it back to my first home purchase – I cried when I wrote the offer on my first home and I knew exactly what was going to happen. It’s scary no matter how experienced you are. So I really just make sure they feel like they are not alone in that anxiety, and make sure that they ask as many questions as they need to feel comfortable with the process.

The best thing I can suggest, or state is that – You don’t have to work with everyone. That’s a hard lesson to grasp…


 

Jacalyn tells us about a time when she encountered a complicated loan which she had to push through for a customer. The outcome of her journey was deciding to her future as a loan officer.

At the beginning of my career I had a client that had a Bankruptcy and a foreclosure due to a job loss because their young child had suddenly passed away. At the time, we were not quite at the seasoning mark, however I felt that due to the circumstances, we could get an exception to allow them to move forward sooner. At the time, I was still on the processing side of things, and I asked the Loan officer on the transaction if I could be the one to call him and tell him we were able to pre-approve him for the home loan. Hearing the joy in his voice, and then getting a contract for him that following Monday is how I realized the true impact of what we do, and what kept me in the business today.

Hearing the joy in his voice, and then getting a contract for him that following Monday is how I realized the true impact of what we do, and what kept me in the business today…


In order to be successful, you often must juggle multiple customers and priorities. How do you show each and every client that you really care?

I make sure to schedule appointments with them one on one, either in person or online – So that I can build a relationship with them. This helps them to trust me and feel comfortable coming to me with any concerns.

Is there anything else you would like to share with other loan originators. Tips? Words of wisdom? Advice?

The best thing I can suggest, or state is that – You don’t have to work with everyone. That’s a hard lesson to grasp, especially when you are first getting started. I learned a few years ago that there are some agents and clients that work in a way that is completely opposite of how I do. And that can disrupt the system. The more streamlined your process can be, the easier it is to manage the higher volume of clients. So get really crystal clear on how you want to run your business, and only choose to work with the clients that work in that same way.

I  try to have as much fun with it as I can because it can be a scary and stressful experience for a lot of clients.

 Article Written By Rebecca Harris