Commission Breath | For Mortgage Brokers & Loan Officers

46: Top 5 Client Journey Tips To Implement NOW

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EPISODE DESCRIPTION

In this episode, Tom shares his top 5 tips to building a solid client journey that will not only wow your clients, but get you more leads and referral partners along the way.

 

Tom discusses:

→ The 17(!) steps they have in their client journey, including setting milestones for the clients on their side, and where to implement video.
→ A workflow for listing Realtors to grow referral partners.
→ And how to take advantage of a rate-optimization email, which clients see as a huge value add and keep them coming back.

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TANGO ONTARIO

🚀 Join Team Tango

📧 Email Us → [email protected]
🔫 Bulletproof Compliance Guide

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CONNECT

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📸 Connect on Instagram (Brandon)

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Commission Breath | For Mortgage Brokers & Loan OfficersBy Brandon Love & Tom Moffat
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