Broker Blog

“if you are not taking care of your customer, your competitor will.” – Bob Hooey Your Post Sales Marketing is the final part of your systematic approach to earning customers for life. It began with your powerful educational initial marketing that positioned you as an expert Mortgage Broker, which was followed… Read more

“if you are not taking care of your customer, your competitor will.” – Bob Hooey Your Post Sales Marketing is the final part of your systematic approach to earning customers for life. It began with your powerful educational initial marketing that positioned you as an expert Mortgage Broker, which was followed… Read more

Remind and Educate them in your Post Sales Marketing system No matter how great a job you do and how much they enjoyed working with you, eventually you will be forgotten, or at the very least fall very far back in their mind. Whilst we would like to get a… Read more

Build a relationship as their Trusted Advisor “Give them quality. That’s the best kind of advertising.” – Milton Hershey Getting referrals, like everything else in what Mortgage Brokers do, is about trust. You need to earn their trust before they will trust you with their reputation by vouching for you. Everything… Read more

Make the process of getting a loan with you a great experience “Every contact we have with a customer influences whether or not they’ll come back. We have to be great every time or we’ll lose them.” – Kevin Stirtz Sure, doing a good job will get you some referrals, but… Read more

“The way to a customer’s heart is much more than a loyalty program. Making customer evangelists is about creating experiences worth talking about.” Valeria Maltoni Any broking business should get some level of referrals, but if you want to maximise them you need to accept the concept I have raised… Read more

From Seeing Results to Understanding How They See the Results Throughout the loan process it doesn’t matter how good a job you do if your clients don’t see it that way. Perception is everything.You need to be regularly checking in with them to make sure they are happy with how… Read more

From Getting Agreement to Gaining Acceptance In my experience, most Brokers want to get the loan done and move on, not wanting to rock the boat or drag things out. The problem with this is that just getting the client to agree to the loan you have recommended isn’t setting… Read more