689: “Scott, I gave your name out to a client” - The Weekly Broker Breakdown 1

What do you say when a realtor gives out your name, but the client never calls? This is Episode 1 of a new series we’re calling The Weekly Broker Breakdown where I tackle real questions, real situations, and real wins from our coaching community. In this kickoff episode, I’m diving into one of the most common broker pain points: how to handle the vague “I gave your name out” referral and turn it into an actual conversation. I also cover simple CRM fixes and smart follow-up strategies that keep deals from falling through the cracks. These are bite-sized, tactical episodes you can use right away to grow your business. What We Cover: Turn Your CRM On Already – Why waiting for perfection is costing you conversations and deals. How Often to Update Referral Partners – Why more communication is always better than less (and how to make it automatic). The “Name First” Rule – The one question you must ask when a realtor says they sent someone your way. Live File vs. Lead – How to tailor your follow-up based on where the client is in the process. Use the Mess – How “broken” automation can actually create trust and start conversations. You don’t need more leads. You need to stop losing the ones you’ve already got. Clarity, consistency, and a few key questions can turn “maybe” into momentum. Follow me on Instagram: www.instagram.com/scottpeckford/ I Love Mortgage Brokering: www.ilovemortgagebrokering.com Find out more about BRX Mortgage: www.whybrx.com Subscribe to my email list, Peckford's Playbook Join Mortgage Mindset Daily  I Love Mortgage Brokering is in partnership with Ownwell.  To see how top brokers are keeping clients engaged and generating leads from their database, visit ownwell.ca/scott.