In episode 8 of the Accord Mortgages Growth Series Podcast, Jeremy Duncombe, Director of Intermediary Distribution at Accord Mortgages is joined by Greg Cunnington, Director of Lender Relationships and New Homes at Alexander Hall.

Together they discuss the importance of the client onboarding process and how mortgage brokers can start to develop a cohesive client onboarding strategy. In mortgage broking, first impressions count. With a strong onboarding strategy, your business has the best chance of making a positive impact on new clients.

Key to an effective onboarding experience is giving the client a thorough understanding of what they can expect from your business and the various options available to them. Greg explains that a good onboarding process gathers information about the client's exact scenario and outlines any necessary steps they need to take to get the ball rolling. As well as this, it’s a great opportunity to communicate the client experience your business offers.

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The Growth Series is a dedicated resource that aims to help mortgage brokers grow their business using digital and communications marketing techniques. For more hints and tips on how to grow your business, you can sign up to the Growth Series for free, here.