Loan Officer Leadership

The Refinance Window Is Open. Are You Calling Your Past Clients?


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It's happening: refinance conversations are back—and your past clients are already getting calls… just not always from you. In this episode, Steve Kyles breaks down how he's locking in refis right now and the exact scripts, strategy, and segmentation that are generating apps today.

You'll learn:

  • How to build your refi-ready list fast (even if you think rates are too high)
  • Why 5.9%–6.25% rates are working—and what to say to past clients sitting at 6.9%+
  • The 4-touch method Steve is using to drive fast conversations and applications

If you're not actively working your refi pipeline, your servicers are. Let's fix that.

Book a strategy call & get Steve's full refi campaign toolkit: FreedomPlanningCall.com

...more
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Loan Officer LeadershipBy Steve Kyles

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