Navigating Post-Completion Contact for Client Retention in Mortgages episode artwork

EPISODE · Jul 26, 2023 · 19 MIN

Navigating Post-Completion Contact for Client Retention in Mortgages

from Mortgage Broker Broadcast · host Craig Skelton

Send us Fan MailCan you believe that only half of clients return to their original mortgage broker when it's time for a remortgage? This episode is all about changing that statistic and keeping clients for good. As a mortgage broker myself, I've been through the trenches and discovered vital strategies to increase client retention. Together, we'll explore the importance of a robust post-completion contact strategy and discuss the steps you need to take to convert your clients into lifelong customers.Let's get personal, because that's what it's all about. Keeping your clients loyal requires a human touch - a thoughtful follow-up, a birthday wish, a Christmas card, or even a reminder of why they moved into their dream house in the first place. In the latter part of the episode, we delve deeper into the significance of maintaining personal contact with your clients after completion. We'll talk about the power of quarterly newsletters and annual emails, and how these simple gestures can reassure your clients that you're not just their broker, but a trusted guide in their home-owning journey. Join me, and let's revolutionize the way you manage your mortgage business.I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring  #selfemployed...

Episode metadata supplied by the publisher feed · Published Jul 26, 2023

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Send us Fan Mail Can you believe that only half of clients return to their original mortgage broker when it's time for a remortgage? This episode is all about changing that statistic and keeping clients for good. As a mortgage broker myself, I've been through the trenches and discovered vital strategies to increase client retention. Together, we'll explore the importance of a robust post-completion contact strategy and discuss the steps you need to take to convert your clients into lifelong c...

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Navigating Post-Completion Contact for Client Retention in Mortgages

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Lending Thoughts Bekim Merdita Welcome to the Lending Thoughts podcast, a Canadian Mortgage Broker’s top source for timely, industry-leading insights to help you become a better mortgage professional.Join Bekim Merdita, a trusted name in mortgages and the EVP of Rocket Mortgage Canada, as he hosts conversations with industry experts and leaders to keep you informed on the latest and greatest in the Canadian mortgage landscape.Let the Lending Thoughts podcast be your guide to growing your tactics, expertise, and ultimately, your business, in this highly competitive mortgage market. Sasquatch Syndicate Sherpa Networks | Bigfoot Broadcast Sasquatch Syndicate Inc. promotes the research and discovery of Sasquatch through various forms of media, entertainment, and events.To become a guest on the show, or for media events and inquiries please visit https://www.sasquatchsyndicate.comThanks for listening and watching Sasquatch Syndicate. BELIEVE Copyright © Sasquatch Syndicate Inc. All Rights Reserved. #sasquatch #bigfoot The Loan Originators' Edge Scotsman Guide The Loan Originators' Edge is a podcast and video series partnership between Scotsman Guide, the leading resource for mortgage originators, and Mortgage Marketing Animals, a top coaching and mentorship program for loan officers.In each episode, Carl White of Mortgage Marketing Animals interviews a Scotsman Guide Top Originator or recent authors from around the mortgage world, sharing insights that originators need to know in order to thrive in today's marketplace, or a high-ranking Top Originator from Scotsman Guide's prestigious, industry-renowned rankings, offering their tips and tricks on how to succeed in the competitive mortgage environment.

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How long is this episode of Mortgage Broker Broadcast?

This episode is 19 minutes long.

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This episode was published on July 26, 2023.

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