I Love Mortgage Brokering

717: The Pizza Tracker Effect - Coaching Q&A Ep. 13

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One of the easiest ways to reduce client stress and increase referrals has nothing to do with rates, scripts, or lead gen.
 
It has to do with communication.
 
In this episode, I share a simple idea I borrowed from Domino’s Pizza and how mortgage brokers can use the same principle to create a better client experience. When clients know exactly where they are in the process, their anxiety drops, their confidence goes up, and the whole transaction feels smoother.
This is a low-tech, high-impact strategy that you can build quickly and start using right away.
In this episode, I cover:
  • Why This Works - When clients can see where they are in the process, it lowers stress and builds momentum.
  • How to Build It - You do not need fancy tech. A simple visual tracker can be created with basic tools and added to your emails.
  • Where to Use It - This works for purchases, but it can be especially powerful for renewals where clients often feel uncertain.
  • How to Make It Better - Your stages need to be clear and binary so clients always know exactly what step they are on.
    • Clients do not just want updates. They want clarity. And when you give them that, everything gets easier.

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    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.

     

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