Informative Research’s Post

Yesterday, I called on one of my past clients that I did a reverse mortgage for last year in May. We had a really good conversation that lasted almost an hour. Not only my client was happy that I called, he had questions regarding the market and what my thoughts were on the subject. At the end of our discussion, he gave a me a referral that was a close friend of his to see if I can also help him out. 👉Today’s consumers expect personalized service and an excellent customer experience when purchasing products and services and interacting with brands. To foster customer loyalty, satisfaction and retention, businesses must focus on managing customer relationships. 👉Every part of a business will affect customer relations. Your customer service, customer success, customer support, marketing, sales and product development teams must help build and maintain customer relationships. ✅️When reaching out to past clients, it is always best to do so with this mindset. In turn your relationship will be a lot stronger. Your past clients will turn into raving fans. Be proactive with communication, and don’t wait for customers to reach out to you. New American Funding Reverse Mortgage CHARLES BUTLER Reverse Loan Consultant NMLS# 2262315 #relationships #customerrention #customerservice #reversemortgages #firsttimehomebuyer #financialadvisors #wealthmanagement #newamericanfunding #CharlesCharles Butler #washingtonrealestate #oregonrealestate #californiarealestate #homeequityloans #hecm #reversemortgage #mortgageindustry #interestrates #loanoriginator #morgagelending

Hey there! 🌟 What's your secret sauce for converting leads into loyal customers in the Mortgage Brokers industry? 🏠💼 Ready to unlock the key to customer loyalty? Let's chat! 💬 #MortgageBrokers #LeadConversion #CustomerLoyalty 🚀

Looking to streamline your customer intake process? Our specialist team is here to help! Let's connect and enhance your customer onboarding experience. #CustomerSuccess #IntakeSpecialists #Connections #MassTort #Mortgage #Solar #HVAC #BPO #CallCenter #Intake #DoubleVerifier

Hey there! 🌟 What's your secret sauce for converting leads into loyal customers in the Mortgage Brokers industry? 🏠💼 Ready to unlock the key to customer loyalty? Let's chat! 💬 #MortgageBrokers #LeadConversion #CustomerLoyalty 🚀

For me, it’s how a company responds when something goes wrong. We can all post glowing testimonials on social media, and talk about how committed we are to making our customers happy. But it’s how we respond to unexpected problems and mistakes that shows our true commitment to customer care. I recently wrote a blog post https://buff.ly/3WFRczO that shares the example of a human error in a mortgage application process, which financially disadvantaged the customer in the short term. This was resolved by my taking full responsibility for the error, and clearly explaining what would happen next. I won’t lie: the situation worried me, as I hold myself to extremely high personal and professional standards. Mistakes are few and far between, but when they do happen I take them personally, and I want do everything I can to resolve them. In this case, my customer was generously accepting of the situation, pleased with the outcome (which, fortunately, saved her money over the long term) and was happy to continue working with My Mortgage Angel. In fact, she even said she would be recommending us to her friends. For me, an important lesson was reinforced: as tempting as it can feel to ignore, or deny responsibility for honest mistakes made in your business, the right response can actually strengthen your customer relationships. (Do you have any tales of mistakes turned into excellent customer service? If so, I’d love to hear them!) To start an initial confidential conversation about your mortgage options, please get in touch via our website: https://buff.ly/31YndJb #mymortgageangel #mortgage #mortgagebroker #mortgages #mortgagelender Approver Quilter Wealth Limited & Quilter Mortgage Planning Limited. 16/02/23

🔑 Unlocking the Power of Effective Follow-Ups in Mortgage and Protection Advice ⚖ Navigating client follow-ups (i.e. chasing) can often feel like a balancing act. How do you remind clients of to-dos without pressuring or annoying them? How do you ensure you're not missing out on potential cases because of failed follow-ups? 🔁 Automated reminders not only save time but also improve key business metrics, such as lead to offer conversion rates, by ensuring clients complete necessary tasks without constant manual chasing. https://lnkd.in/e2VtUeUE #MortgageAdvisers #ProtectionAdvisers #ClientEngagement #AutomatedReminders #MortgageTech #AdviceIndustry

The digital transformation that Sagent is spearheading is happening in real time with the build of our platform Dara by Sagent. The reality of a seamless servicing experience is coming true — which includes Dara’s Loss Mitigation component. Dara Loss Mitigation empowers servicers to provide compassionate, personalized assistance for homeowners when they need it most. Combining that digital simplicity with smart human advice — most importantly, from any device — is what makes Dara the future of servicing for both parties. For more information on Dara’s consumer component, click the link below and reach out to the team with your questions. https://hubs.ly/Q02x8cgD0 #sagent #darabysagent #dara #daralossmitigation #claims #mortgageservicing #servicing #fintech #financialtechnology #mortgage #mortgageservicingsoftware

🔑 Unlocking the Power of Effective Follow-Ups in Mortgage and Protection Advice ⚖ Navigating client follow-ups (i.e. chasing) can often feel like a balancing act. How do you remind clients of to-dos without pressuring or annoying them? How do you ensure you're not missing out on potential cases because of failed follow-ups? 🔁 Automated reminders not only save time but also improve key business metrics, such as lead to offer conversion rates, by ensuring clients complete necessary tasks without constant manual chasing. https://lnkd.in/e4xR5GNh #MortgageAdvisers #ProtectionAdvisers #ClientEngagement #AutomatedReminders #MortgageTech #AdviceIndustry

Property Fox helps mortgage brokers build stronger client relationships and drives repeat business! 🦊 Proactively identifying opportunities: We continuously analyze your mortgage data to identify potential refinancing or renewal opportunities, ensuring you never miss a chance to help clients save money. 🦊 Automating personalized communication: Property Fox generates branded, tailored reports and automated reminders, keeping clients informed and engaged without requiring excessive manual effort from you! 🦊 Empowering clients: Property Fox empowers you to keep your clients informed and proactive, fostering a stronger relationship. We help you provide your clients with current mortgage options as their unique circumstances evolve, without having to reenter tedious data every time. 🦊 Offering data-driven insights: We provide you with valuable mortgage insights so you can tailor your communication and offerings for maximum impact. 🦊 Streamlining workflow: Property Fox automates many routine tasks, freeing up your time to focus on building relationships and providing personalized service, ultimately leading to higher client satisfaction and loyalty. Give us a try today! www.propertyfox.ai info@propertyfox.ai #mortgagebroker #canadianfintech #moneymanagement #brokersdream #homeownership

As mortgage brokers, clear and personalized emails are key to building trust and nurturing client relationships. BluMortgage's pre-built templates already implement these best practices to enhance your client engagement and drive success in your business! 💼🏠 #EmailAutomation #ClientProfile #DataManagement #ClientCommunication #MortgageIndustry #CanadianMortgage #MortgageCanada #MortgageCRM #MortgageSolutions