Send us a text

The 5 C’s - well, they stand for: Compliance, Control, Communication, 

Common Sense and Client. 

Compliance is there to protect you - that’s how you can think of compliance. Follow the system that protects you and it will protect the client as well. 

Control is about how you present the package, the platform, your offer - everything to your client. 

Control is non-negotiable. This is how business needs to be done. These are the parameters of working with me. 

With control comes communication. 

If you think you may have communicated something or you think the client would automatically know something - just recommit it to them. You don’t know, what you don’t know. 

Compliance is first because it’s so important - but all the 5 points are really about Communication. 

Common Sense is a big one, because it’s sometimes forgotten. If you feel like something hasn’t registered for the client, pick the phone back up and just reiterate that point. That client will most likely love the fact you’ve double-checked with them. 

The client engagement and experience is going to be exceptional if all the other C’s have been ticked off.

The 5 C’s model really hits the nail on the head of what every mortgage broking business should be covering off and doing well. 

All of the 5 C’s work together in a union. Start using the 5 C’s every day!

Key Quotes

“Are you able to say “as per”. As per my text, my email, my conversation - can you tick the box on you being able to communicate along the way?”  - Ruan

“Clients are going to hold you to what you’ve told them.”  - Ruan

“We forget what people don’t know. The longer you’re a broker, the worse you can get at this! Remember: Not everyone will know the ins and outs of loan writing.”- Marissa.

“How do I  make the clients feel? Like clients or customers?” - Ruan 

Thank You To Our Hosts: Ruan Burger and Marissa Schulze

More From Marissa and her company, Rise High Financial Solutions:

Marissa Schulze Linkedin

Marissa Schulze Instagram

Marissa Schulze Facebook

Rise High Financial Solutions

More From Ruan and his company, Success and Broker:

Ruan Burger Linkedin

Ruan Burger Instagram

Ruan Burger Facebook

Success and Broker