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The Trending Mind: Creating Clients for Life

Aug 14, 2020

In the midst of any refi boom, it’s easy to lose sight of what happens when it ends. Given the volume of current pipelines, this one is no exception and it’s pretty hard to see things improving beyond this point anytime soon. Add in the recent move by the FHFA to grab an ever-bigger slice of your earnings, and it’s now more important than ever to hedge not only your deals but your future business too. The good news is that there’s a simple way to help assure your future business without any effort now. Check out our newest video where we’re discussing some strategies.

This month, Top of Mind is focused on helping you retain your clients for life!

That’s easier said than done. Most LOs have already heard it is 5 to 7 times easier to retain a borrower as a client than finding a new one. But the challenges mount up. How do you keep in touch for five years? What if contact information changes? How do I know if my outreach is even working? And what about the content? Who will be developing that?

Well, Top of Mind and Surefire have the answers. With over 15 years of experience, we know which campaigns work. Surefire deploys emails, postcards, and text messages with the perfect mix of human touch and education. We call it Client for Life, and you will call it the cornerstone of your business for years to come.

Request a demo today and learn more about keeping Clients for Life! Stay healthy and safe out there!

 

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