The 4 Essential Marketing Systems For Mortgage Brokers: A Recap 2

Finally, your Post Sales Marketing should be a straight line from your Sales and Operational process. By exceeding your client’s expectations in the service you have provided, you have laid the foundation for future and referred loans — but the foundation only.You need to continue educating and staying in touch with… Read more

Why Post Sales Marketing is perfect for Brokers 8

Milestone Reviews Reviews should of course also be done when clients come to milestones in their loans, like when they come out of a fixed interest rate or a discounted rate period. Personally, I have recently come out of a 3-year fixed period on an investment loan. Rates have fallen… Read more

Why Post Sales Marketing is perfect for Brokers 7

Annual Loan Reviews When you are organising your client’s loan, you should be letting them know that your service doesn’t end when this loan settles. Instead explain that as part of your ongoing customer care you work to ensure that their loan setup always remains appropriate to their changing circumstances… Read more

Why Post Sales Marketing is perfect for Brokers 6

Send them books Of course, I’m also a big believer in the impact of sending people books — but not just books written by myself, anything targeted to that client and their next financial steps that will reinforce the range of ways I can help them as their Broker will… Read more