lender-relationships

Posts Tagged: lender-relationships

2 posts found

Keeping the Lender Relationship Alive: Matt the Mortgage Guy on Long-Term Partnership Strategies (Part 2)

11/11/2021 · 5 min read

Keep lender referrals coming for years by closing the loop after every transaction, calling clients at 30 days, competing on consultation not price, sending quarterly market updates instead of monthly noise, and actively referring back. Mutual value beats one-way pipelines.

referral-partnersmortgage

The Mortgage Guy Knows Your Clients First: Lender Relationship Secrets for Insurance Agents (Part 1)

11/10/2021 · 5 min read

Win lender referrals by removing friction from their closings, not by dropping off donuts. Be fast on certificates, get the mortgagee clause and dwelling minimum right, and specialize in the kinds of buyers (first-time, flood zone, investor) the lender actually serves. Lead with value to them.