Turn Birthday Campaigns into Opportunities Every day, your past clients are getting calls, emails, and texts from realtors, financial advisors, and insurance agents. If you’re not part of that conversation, someone else is. Running birthday campaigns is one of the ... Read more
How Loan Officers Can Get More Mortgage Referrals Mortgage referrals are the foundation of a successful mortgage business. Yet many loan officers focus solely on closing deals and miss the long-term value of building strong referral relationships. In this post, ... Read more
Mastering Post-Close Follow-Ups: Turning Happy Clients into Lifelong Referral Sources Closing a mortgage deal is a major milestone, but the work doesn't stop there. In fact, the moments after closing are when some of the most valuable relationship-building opportunities begin. ... Read more
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