Client retention is essential in the mortgage industry and beyond. With every transaction holding significant value, mastering client retention is more critical than ever. In this episode, I share the top skill to enhance your follow-up process, which is vital for increasing client retention. Effective follow-up can make or break a business, and I’m excited to share my key tips for success:
• Set clear expectations for follow-up
• Regularly evaluate your follow-up process
• Use a CRM that offers diverse communication methods
• Mirror and match communication styles
• Be cautious with automated messages
• Monitor the frequency of your follow-ups
• Personalize your messages
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Tony Blodgett CMB NMLS# 72161 Company NMLS ID# 6606 Equal Housing Lender. Washington Consumer Loan Company License #CL-6606
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CHAPTERS
#1. 00:00 Intro
#2. 03:00 Importance of Follow Up
#3. 04:02 Set the Expectation
#4. 06:30 Evaluate Your Follow Up Process
#5. 08:20 Get a CRM with Different Communication Options
#6. 09:15 Mirror and Match Communication Styles
#7. 10:00 Be Careful with Automation
#8. 12:30 Pay Attention to Frequency
#9. 13:57 Personalize the Message
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