Working with Realtors? 3 Behaviors to Avoid

Many mortgage lenders find that developing a relationship while working with realtors and their leads, which ultimately can be extremely beneficial to their mortgage business.  Yet, it’s not just enough to develop the relationship.  You have to give the realtor a reason to want to continue working with you.  To help you excel at this endeavor, [...]

By | December 28th, 2015|Mortgage Lender, Real Estate, Clients, Sales People|

Tips for Creating Lifelong Mortgage Clients

In the mortgage lender industry, most clients are a one-time deal.  You might help them finance the purchase of their home and then, the relationship fades away.  However, we would argue that there are a number of important reasons for maintaining the relationship over time for lifelong mortgage clients. First, your client may be a [...]

By | November 13th, 2015|Clients, Sales People, Selling|

Creating a Profile of Your Ideal Mortgage Client

It’s the tendency of a lot of small business owners to have a one-size-fits-all approach to marketing.  For instance, a mortgage lender might choose to market his or her business to anyone who needs mortgage services.  That isn’t bad, per se, but it is typically more effective to carefully consider—and market to—a predefined target audience. [...]

By | November 11th, 2015|Mortgage Marketing, Prospecting, Clients, Sales People|
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