by KarenDeis | Feb 11, 2020 | Business Planning, Client Follow-up
Before you say anything, yes, I am proposing that one of your marketing strategies be creating a “printed copy” of a closing book to send to clients 30 days after they close their loan with you. You may feel that an electronic version would be easier—and I agree with...
by KarenDeis | Jul 2, 2019 | Branding, Business Planning, Client Follow-up
What you will learn: 7 voicemail and/or automated text suggestions Does this voice message sound familiar? “I’m either on my phone or away from my desk, please leave a message.” “It’s Monday and I’ll be in meetings all day, please leave a message.” Or Text Message?...
by admin | Dec 18, 2018 | Client Follow-up, Featured Articles, Marketing Niche
What you will learn: Why your past clients are the future of your business Script you can use to reconnect. Let’s say that you bought a car 3 years ago. The sales person calls you up “out of the blue”. Would you be upset if they said “This is Joe from the...
by KarenDeis | Nov 6, 2018 | Business Planning, Client Follow-up, Personal Development
I took a Facebook poll recently and asked that very question...What’s the One Little Trick that You Use to Manage Your Mortgage Biz? I wanted to share with you some the little tips that may make a huge difference in managing your pipeline and your business so you have...
by KarenDeis | Sep 18, 2018 | Client Follow-up, Customer Service, Networking
What you will learn: How to ask for permission How to effectively start a conversation How to get accurate answers to your questions This page is accessible to subscribers only - click here to sign...
by KarenDeis | Mar 20, 2018 | Client Follow-up
Written By: Karen Deis, Publisher People are bombarded by both electronic and direct mail marketing. Most of it gets deleted or thrown away. In the age of CRM’s and social media, you may think this idea is corny, old fashioned or even unprofessional, but I can assure...
