Clay Jeffreys

Clay Jeffreys

Mortgage

404-277-6896

My clients look for a lender who is on top of things and keeps them up to date on the progress of their loan. My clients love communication and that is a focus of my business. I enjoy technology, sci-fi films, and almost all things football related.

Member

Endorsement Letters I've Received

Financial Services | Finance

Mortgage

Subs

Filing Cabinet

Endorsement Letters I've Given

Dunwoody Mortgage Services

Dunwoody Mortgage Services

678-730-1063

4086 Adrian Street
Tucker, GA 30084

Website

Company

Gold Star Pin 03/05/2014

Members I've Invited

Brian Moon

Brian Moon

Cathy Anguilla-Hans

Cathy Anguilla-Hans

Earl Williams

Earl Williams

Rodney Shaffer

Rodney Shaffer

Chad Meisner

Chad Meisner

Sheleen Washington

Sheleen Washington

Paul Harned

Paul Harned

Christina Gunbay

Christina Gunbay

Robert Schenk

Robert Schenk

Claire Bell

Claire Bell

Bill Kelly

Bill Kelly

Sponsorship

PowerWings 03/20/2013

Contribution

Emory Team

Introduced by:

Gerrell Sterling

Gerrell Sterling

Joined on 06/16/2010

Leadership

TeamCoOrdinator 02/09/2020
ParticipationCoOrdinator
VisitorCoOrdinator
MembershipCoOrdinator 12/07/2020
MentorCoOrdinator
Hand Pin 08/13/2014
100% Club 03/23/2022

Membership

10-year Pin 05/25/2022
5-year Pin 06/17/2015
3-year Pin 08/28/2013

Team

Team

PowerLinks Certificate 08/01/2010
Best Client Workshop 10/15/2018
InfoMinute Seminar 07/12/2010
Orientation Essentials 07/09/2010

Development

My culture is getting the job done without clients needing to follow up with me! I request documents from my clients I know is required, and then limit going back to them as much as possible through the loan process. The fewer requests helps increase the pleasantness of the process for the client, and also interrupts them less. This allows the client to focus on packing, moving, etc. I am also in contact with clients at least once a week with updates/status reports on how things are progressing. The touch points during the week let them know I am moving things along on my end, so they can keep doing what they need to do on their end. 

Referral Trigger Response