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Can you believe that only half of clients return to their original mortgage broker when it's time for a remortgage? This episode is all about changing that statistic and keeping clients for good. As a mortgage broker myself, I've been through the trenches and discovered vital strategies to increase client retention. Together, we'll explore the importance of a robust post-completion contact strategy and discuss the steps you need to take to convert your clients into lifelong customers.

Let's get personal, because that's what it's all about. Keeping your clients loyal requires a human touch - a thoughtful follow-up, a birthday wish, a Christmas card, or even a reminder of why they moved into their dream house in the first place. In the latter part of the episode, we delve deeper into the significance of maintaining personal contact with your clients after completion. We'll talk about the power of quarterly newsletters and annual emails, and how these simple gestures can reassure your clients that you're not just their broker, but a trusted guide in their home-owning journey. Join me, and let's revolutionize the way you manage your mortgage business.

I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk

The Broker Foundry – Where Mortgage Brokers Become Business Owners Subscribe on YouTube: https://www.youtube.com/@TheBrokerFoundry

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