Néstor J. Caussade Morales

Go-getter
DISC Type : d

Mortgage Broker | Serving all of TX at Edge Home Finance Corporation

Plano, Texas, United States

Overview

Néstor is a multi-business owner and mortgage broker with over 15 years of experience in business development and client acquisition. Specializing in the mortgage and real estate sectors, he has closed over $100 million in loans by creating scalable systems and focusing on diverse clients, including investors and self-employed individuals.

Outside of his professional life, Néstor is passionate about community engagement and education. He leverages his fluency in Spanish and American Sign Language to connect with a diverse client base. He actively combines his personal interests and professional skills, creating unique events to help his community.

He hosts free community events that combine salsa dancing lessons with home-buying seminars.

Personality Overview

Decisive

Fast-Paced

Vision Oriented

They can be nudged to make faster decisions by offering what they value.  They respond well to confident salespeople. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Topics They Care About

Business Growth Strategy
With 15+ years of experience, he focuses on scaling service-based companies by building strong referral pipelines and operational systems to drive revenue.
Real Estate Investing
He offers specialized loan products for real estate investors, such as DSCR and fix-and-flip loans, and hosts educational events for property buyers.
Community Engagement
Hosts free "Salsa + Homebuyer" classes, combining a personal passion with professional expertise to educate his local DFW community.

Media Appearances

Néstor has no verified media appearances

Work History

2-2023
Mortgage Broker | Serving all of TX at Edge Home Finance Corporation
3-2022 - 3-2023
Mortgage Loan Officer (MBSC) at Wells Fargo
4-2021 - 6-2022
Division Director - Sales & Ops - Consumer Direct at Texana Bank
3-2020 - 4-2021
Loan Officer / Mortgage SDR - Consumer Direct at Texana Bank
1-2021 - 4-2021
Mortgage Broker at Success Mortgage Partners

Education

Education details unavailable from University of Texas at Tyler
Education details unavailable from Whitehouse High School

More Information

Social Presence :

Prographics :

Exp : 7 Location : Plano, Texas, United States Job Level : N/A Designation : Mortgage Broker | Serving all of TX at Edge Home Finance Corporation
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Insights For Selling To Néstor J.

During A Call Or A Meeting

DO's

  • Stress on the business value that your product offers
  • Highlight the competitive differentiation of your product
  • Get to the point quickly instead of spending too much time on pleasantries

DONT's

  • Don’t expect them to change their mind quickly if they say no once
  • Refrain from asking too many questions
  • Do not give up if they are not convinced, try again with a different approach

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Néstor J. is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Néstor J.

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Néstor J. move?

  • Their decision making speed is somewhere in the middle.
  • Can Néstor J. take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Néstor J.

Personality Compatibility


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