Good. Better. Broker.

What does it take to succeed in the mortgage industry? Brokers who are “All In” with United Wholesale Mortgage know better than anyone and want to share their knowledge with you in a new podcast called Good. Better. Broker., your go-to source for expert advice from the best in the industry.

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Engaging in Your Clients’ Lives is Key to Driving Repeat Business and Earning Referrals

Heading into 2023, client retention will be a major area of focus for independent mortgage brokers. How can you stay in front of your clients even when they aren’t in the market to buy or refinance? Listen to Episode #34 of Good. Better. Broker. as we talk with the owners of Trusted Lending Center in Arizona, a mortgage broker shop that stays top of mind with their borrowers by staying engaged in their lives.

In this episode of the Good. Better. Broker. podcast, you’ll learn how to ensure your past clients come back to you and also send you referrals.

In this episode, we discuss ...

  • 1:48 – Mike and Katie on the company’s overall approach to client retention
  • 3:25 – How Mike and Katie use coaching to shape their retention strategy
  • 6:14 – Touchpoints Mike and Katie use to engage with clients
  • 6:52 – How Mike and Katie use handwritten notes to stay in front of clients
  • 11:37 – How Mike and Katie use videos to communicate with and engage with clients
  • 14:06 – Staying top of mind with clients in a rising-rate environment
  • 17:26 – Mike and Katie on their preferred CRMs and the benefits of them
  • 18:56 – Katie’s advice for other mortgage brokers on asking for referrals

Resources Mentioned in This Episode:

Meet The Guests In This Episode

Michael and Katie Tranckino

Brokerowners Michael and Katie Tranckino started Trusted Lending Center in 2012. Michael has spent over 20 years in the mortgage and banking industry and utilizes the lessons learned and honed skill sets to make TLC a trusted name for clients’ mortgage needs. Katie has been in the mortgage and real estate industry since 2000 and has a keen understanding of the entire homebuying and mortgage process. Her superior attention to detail allows her to successfully partner with borrowers, real estate agents and title companies to bring unparalleled knowledge and confidence to the TLC lending experience. Michael and Katie’s mission is to put clients in the best product to meet their home lending goals. We want to serve everyone in the process with excellence to create raving TLC fans who are eager to do business with us again and refer us to those they know and care about.”

   

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