Join Kellen Vaughan and Sean Zalmanoff in this week’s episode as they show you effective techniques for maintaining strong connections with your past clients. Learn how staying engaged with past clients can significantly boost your opportunities for securing refinances, generating referrals, and ultimately fueling the growth of your mortgage business.

5:15 – Preparing for When Rates Drop

9:30 – Being a Resource 

15:30 – Inspirational Story

Takeaways:

Being visible to clients and those who have recently made purchases increases the likelihood of success. Building strong relationships and maintaining a presence can lead to better outcomes.

Being a consistent resource cultivates lasting relationships. When you're known for providing valuable advice, people are more likely to turn to you for guidance.

There are three main outcomes that come from the annual reviews: Number one maybe it’s a cash refinance now, number two maybe it’s referring one of our referral partners and number three is maybe it’s a referral for us.

Even though the mortgage industry can be challenging, consistent efforts yield positive outcomes over time.

Quotes:

“This job is stressful, but it’s not rocket science. If you do the work, you get results.”

“There is great opportunity for all of us to go make back some of the dollars that we haven’t made over the last 18 months.”

“A lot of our business is first time homebuyers, so we connect them with our financial planner. I don’t get anything out of it other than an opportunity to be a resource to this homeowner during their financial journey.”

“When you’re being a resource than people think about you more often and turn to you for advice.”

“The bottom line is even though the buyer thinks about us often during the homebuying process once it’s done, they just forget us.”

“These annual reviews are a way to stay top of mind.”

“What activities can you do right now to help secure your future, put loans in the pipeline?”

“You just need to do small things to get there and yield results.”

Show Links:

Community Platform: www.BecomeNL.com 

Podcast Partner: https://leadpops.com/mortgage/partners/nextlevel/ 

Social Media:

Facebook - https://www.facebook.com/NextLevelLoanOfficers/ 

YouTube - https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQ 

LinkedIn – https://www.linkedin.com/company/next-level-loan-officers/about/