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Show Your Love – Former Clients

Show Your Love – Former Clients

by Cyndi Garza | May 24, 2021 | Client Follow, Client Follow-up, Customer Service, Growing Your Business, Managing Your Business, Referrals

Are you paying enough loving attention to your past customers? Those past customers can be an exceptionally large source for your referrals. Usually, referrals from a customer do not shop around as they trust their friends.  In addition, they may be looking to...
Show Your Love – Prospects

Show Your Love – Prospects

by Cyndi Garza | May 14, 2021 | Business Planning, Client Follow, Client Follow-up

Are you showing your love for your potential clients? Your prospects need your love too.  After the first time you speak with a potential new client how do you stay in touch?  Here are some great ideas... Handwritten Notes. Send a handwritten note thanking...
Why a Printed Closing Booklet Is an Awesome Follow-Up Strategy

Why a Printed Closing Booklet Is an Awesome Follow-Up Strategy

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...
7 Creative Voicemail/Text Message Greetings

7 Creative Voicemail/Text Message Greetings

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?...
How to Reconnect with Past Clients that You Haven’t Contacted in a While

How to Reconnect with Past Clients that You Haven’t Contacted in a While

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...
Poll Results:  What’s the One Little Trick that You Use to Manage Your Mortgage Biz?

Poll Results: What’s the One Little Trick that You Use to Manage Your Mortgage Biz?

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...
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