Tag Archives: Retain Your Client

Mortgage Originators

Thursdays Thoughts – JUICY List Week! Boost your Pipeline!!

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#ThursdaysThoughts – #JUICYList Week has been great, today we focus on Boosting your pipeline!! Two wonderful things have come together this summer, purchase season and low rates.  That can help refi’s also be apart of a nice balanced purchase pipeline right now if you’re doing it right.  These are the tools to do it! ↓

Listing Booster is fire right now, and just yesterday I saw this team doing more training for those that have accounts to show LO’s how to gain business with it.  This is fantastic right now in the heart of purchase season and a definite win if you get.  Of all the links I’ve shared right now, this is the hottest one.. –> CLICK HERE

To accompany purchase season this year, we are blessed with a “low low rate offering” to go back and look at past clients to see if they can save money.  If you’re organized and have a past client list you could upload that into “retain your client” aka Stikkum, and you would know with a trigger lead who’s looking to potentially do something.  And strike while the iron is hot! This isn’t just a regular trigger lead name and number though.  It’s a fully branded client notification that goes out on your behalf.  To be that “lender for life” for your clients.  If you’re looking to get organized and take advantage of your past client list when times permit (like they are now) —> CLICK HERE!

Last and certainly not least is the need for continued education and state/national SAFE licensing for many.  Weather you’re just starting out, or want to get licensed in more states, or want to do your continued ed (early) here’s the link for Summit Mortgage Training! —> CLICK HERE!

As Always –

#SellWell

Mortgage Originators

Thursdays Thoughts – JUICY List (Cont.)

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#ThursdaysThoughts – The JUICY list is continued today! With yet two more companies that are must haves for Mortgage Professionals.  If you want to be able to leverage your current prospects and past clients, these are the tools you should have.  Don’t leave it up to one company to do your job for you.  Don’t not have something to refer to online! – Yep – I’m talking “Websites” and “Client Retention” strategy.

The first today is to help you #RetainYourClients! The statistic is that the average person does 7-10 mortgages in their life time, are you setting yourself up to be a “Lender for life” for your clients.  You can have a past clients credit monitored for any credit activity relating to a mortgage and be notified when your clients are looking! It’s complete with a mailing campaign to them with your logo and picture, to a notification that is sent to you to alert you when someone on your past client list is shopping for a mortgage!  Retain your Clients into 2019, and be the newest edition to their finance team!  Their mortgage lender for life! CLICK HERE TO RETAIN YOUR PAST CLIENTS

When it comes to creating a presence online you need at the minimum a website!  There are many out there, but none that compare to one that’s mortgage centered, with calculators, plug in’s and full functionality for you to actively gain business off of.  Especially in the mortgage industry, how you appear online will translate to some business you get or don’t get.  Get the #LenderHomePage and make it simple for you and your team to have fully integrated, state of the art, professional mortgage websites to stand out! Ditch the old 1980’s website you have, into 2019, it’s time to upgrade – CLICK HERE TO GET A NEW WEBSITE!

As always I do the #JUICYList to help you Join Us In Creating Yes’s for your pipeline so I can partner with you and help you get paid.  That’s what I do.  I help a wholesale lender give the best rates and programs to the #MortgageBroker partners we have.  Let’s do business in 2019 together! CLICK HERE TO DO BUSINESS WITH THE JUICEMAN! 

As Always –

#SellWell

Mortgage Originators

Wonderful Wednesday – Retain the ability to get to the Next Level!

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#WonderfulWednesday – Retain your clients, and step up your game to the NEXT LEVEL! It’s the JUICYList Week, and we have yet another installment of fantastic tools and companies to help your Mortgage Brokerage grow your business!!  Join Us In Creating Yes’s for your pipeline!!

Today I have to say – Get On POINT with BluePointMtg – First and foremost! No matter what it’s the pleasure of helping other LO’s grow that can directly send me loans to close.  That’s why I do what I do everyday with this blog.  Now, more and more “other” LO’s and even CONSUMERS directly reach out to me.  And when that happens I refer them to the broker’s that partner with me.  Infact, that’s exactly a big value point in what we do as a whole for our Mortgage Broker partners.  We give them #Niches and Angles to sell them so we can do business.  Click the link, and check out our niches today!

(Or text the word “Juiceman” to 33655)

Second and Third, is the members of the #JUICYList today! It’s a pleasure to help Broker’s close loans, and with RETAIN YOUR CLIENTS you can be notified whom may be looking for a home loan at any given time.  It’s a way to track your own portfolio without worrying who the “Wholesale Lender” or servicer was/is.  It’s a fantastic tool for Mortgage Broker’s whom want to retain their clients and grow their repeat business!

And definately not last, (just for today) is the CALL TO ACTION!  No joke, they GUARANTEE you will increase your business in the proceeding 3 months of going to their live event in VEGAS!!!  Take the chance, open your wallet, and step up to the plate.  Step up your GAME TO THE NEXT LEVEL! – With NextLevelLO training!!

Again I can’t say it enough, if you find one of these links I provide this week and decide to at the least do something.  Just one, and you’ll increase your business!

As always –

#SellWell

 

Mortgage Originators

Two for Tuesday – Two JUICY Tools!

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#TwoforTuesday – Get JUICY all week.  Join Us In Creating Excitement for LO and Broker company tools that can help you grow your business.  This week I go over and highlight the best tools for mortgage pro’s!   Today is no exception and have two very JUICY tools.  Join Us in Creating Yes’s for your pipeline.

The first is noted as the way to Retain Your Clients big time.  In wholesale you do need to know whom is BRAWL friendly and whom is not.  But regardless of whom collects the payment from your past clients you should be setting yourself up to be a LENDER FOR LIFE!  Get notified when your past clients are searching for a mortgage.  Have marketing letters go out with your picture and logo on it to remind the client! Get Retaining your clients today, with RETAIN YOUR CLIENT!

The second tool is a necessity.  While a lot of marketing is always a good thing, landing pages and good websites to use as a redirection in an funnel are needed.  You know after your thank you page it redirects to a website that’s compliant, has privacy notices, mortgage calculators and other tools for your clients/prospects to access.  Get a LENDER HOME PAGE that can help you have an online presence.

I’m here to help you grow your pipeline and help you close loans.  If you’re in need of a lender that can help you where others have overlays, I have got the answer.  Get on point with BLUEPOINT today! Fill out a Broker Package and let’s truly partner with one another.  Through the use of tools and ease of use to work with, we’ll help you get on point with your files.  #SellWell

 

Mortgage Originators

Two for Tuesday – The secret sauces!

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#TwoforTuesday – Two secret sauces today for you those of you learning.  First to expand your past client acquisition you need a client retention strategy.  This goes hand in hand in doing just that.  And levels the playing field for you to be able to get credit inquiry notifications from your past clients, just like the big banks! Second there is a skill to marketing you learn over time.  One of the secret sauces is where I started this all.  And is the best place to learn “how to do it yourself”!

There’s really two ways to do both of these.  Do it yourself or have someone else do it for you! In the case of client retention I hope you have a great cadence frequency to follow up and stay infront of all your past clients.  Most don’t do this, let alone have a frequency to do it.  Second, when it comes to marketing, the best advice I can give you is to start.  Without marketing properly there is no branding and no leads flowing in.  So start.  And a great place to start is by learning how to do it yourself.  Yeah, there may be functions of follow up sequences or ad tools that you may want to outsource.  But to a degree I believe everyone should learn the basics.  These do just that:

Here’s some links for your viewing pleasure.  If you are interested in secret sauce number 1, to retain your past clients with notifications from when they are looking for a mortgage in the future —> CLICK HERE TO RETAIN YOUR CLIENTS! 

If your interested in at least seeing what you can learn about, here’s a link to a free webinar you can watch.  You’ll probably get something from it regardless, but if you want to learn, you gotta #BreakFree! – CLICK HERE TO BREAK FREE AND LEARN MARKETING! 

Me, I help my broker’s on a smaller level than that of the big boys here, I’m just a little guy.  And what I put together compliments each of these tools today to help you expand your marketing presence.  All part of the secret sauces.  I teach social selling on an organic level to help you get to the paid ads level.  I help you with learning to building a brand, expanding your culture and growing your business online with strategic planning.  I teach basics, like how to write good “ad copy”, what to post,  and how to #Push and #Pull your messages inside your campaigns you generate.  When effectively used, you create better results for paid ads.  It’s my BLUEPRINT I’ve put together over the years now.  For those that can’t afford trainings or investing in done for them solutions, this is a great alternative to get you going.  And I position it so you don’t break the bank in the process.  Get the BLUEPRINT here!

#SellWell

Mortgage Originators

Two for Tuesday – Join Us In Creating Yes’s! (JUICY)

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#TwoforTuesday – Join Us In Creating Yes’s all week, as I go over the #JUICYLIST of supported mortgage tools to help you grow your business.  Today we go over two newer additions to the list, that are fantastic.  One for the front end of your business to help you gain leads for your best referral partners – Real Estate Agents.  And another at the back end of your business that helps you stay in front of your past clients.

Timing is everything and these two tools are a critical pair that can help you strike while the iron is hot! See the links on the banners on the side of the blog for more info.  I will also have posts in the group, Sales Talk with Mortgage Pro’s today highlighting these companies.

Yesterday I offered and today I will do the same.  #Strategy is the name of the game this year for those online generating traffic.  Here’s the link for the FREE STRATEGY CALL with me —-> Strategy Call Sign Up!

Let’s do business together! If you’re a mortgage Broker and want a great AE, with a fantastic support team, that can help you source new loans and close them – Sign up! Let’s chat! Fill in below.  I do strategy calls all the time with my existing clients.

#SellWell