I Love Mortgage Brokering

622: How to Get 90% of Your Business from Past Clients and Client Referrals - Chad Oyenhart


Listen Later

Imagine funding 400+ mortgages a year without working evenings or weekends.

 

Today on the show, Chad Oyenhart, a returning ILMB guest, shares how to build a business that is 90% past client and client referrals.

 

Chad has been in the industry for 20 years and is based in the Lower Mainland of BC.

 

He provides fantastic scripts for communicating with clients and referral sources.

 

In this episode, we cover:

 

  1. Scripting for client and referral source updates
  2. The technology he leverages to create a highly referable process
  3. His gifting strategy for referral partners and clients
  4.  

    To connect with Chad, you can check out the links below:

    LinkedIn

    https://www.thecollectivemortgage.ca/

     

    Check out his first guesting here: 

    84: Chad Oyhenart is Involved in His Community

     

    Follow me on Instagram 

    I Love Mortgage Brokering: www.ilovemortgagebrokering.com

    Find out more about BRX Mortgage: www.whybrx.com

     

    I Love Mortgage Brokering is in partnership with Ownwell.

    To learn more, visit ownwell.ca

     

    In this episode, I spoke with Chad Oyhenart, a seasoned mortgage broker with over 20 years of experience who generates 90% of his business from past clients and referrals. Chad breaks down the processes that help him close hundreds of mortgages each year, including daily updates, personalized client touchpoints, and effective gifting strategies. We also dive into his approach to managing renewal conversations, maintaining long-term client trust, and navigating today's fixed versus variable rate decisions. Tune in to learn how mastering communication and consistency can transform your mortgage business.

     

    Here are the talking points we covered:

    • Consistency in communication with clients is crucial all throughout the process.
    • Step-by-step process for engaging clients from the initial referral to closing, ensuring they feel informed and valued.
    • Strategies focused on relationship-building, including personalized gifts, handwritten cards, and customized follow-ups.
    • Importance of renewal conversations and building trust, even when advising clients to stay with their current lenders.
    • How to recommend variable rates based on economic trends and market analysis.
    • ...more
      View all episodesView all episodes
      Download on the App Store

      I Love Mortgage BrokeringBy I Love Mortgage Brokering

      • 4.7
      • 4.7
      • 4.7
      • 4.7
      • 4.7

      4.7

      13 ratings


      More shows like I Love Mortgage Brokering

      View all
      The Tom Ferry Podcast Experience by Tom Ferry

      The Tom Ferry Podcast Experience

      1,125 Listeners

      Build Wealth Canada Podcast by Kornel Szrejber: Investor

      Build Wealth Canada Podcast

      15 Listeners

      The Martell Method w/ Dan Martell by Dan Martell

      The Martell Method w/ Dan Martell

      575 Listeners

      The Mortgage Game by Ryan Wiley

      The Mortgage Game

      4 Listeners

      The Prof G Pod with Scott Galloway by Vox Media Podcast Network

      The Prof G Pod with Scott Galloway

      5,477 Listeners

      The Canadian Investor by Braden Dennis & Simon Belanger

      The Canadian Investor

      78 Listeners

      Be The Better Broker by Dustan Woodhouse

      Be The Better Broker

      3 Listeners

      TLDR by Devin Friedman, Sarah Rieger, Matthew Karasz

      TLDR

      26 Listeners

      Angry Mortgage by Ron Butler

      Angry Mortgage

      12 Listeners

      The Canadian Real Estate Investor by Daniel Foch & Nick Hill

      The Canadian Real Estate Investor

      30 Listeners

      The Loonie Hour by Steve Saretsky

      The Loonie Hour

      12 Listeners

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

      Commission Breath | For Mortgage Brokers & Loan Officers

      1 Listeners

      Mortgage Tech Talks by Tom Hall

      Mortgage Tech Talks

      0 Listeners

      The Mortgage Broker Podcast by A Better Way Mortgage Group

      The Mortgage Broker Podcast

      0 Listeners

      The Wealthy Barber Podcast by The Wealthy Barber Inc.

      The Wealthy Barber Podcast

      60 Listeners