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Windows of Opportunity: Realizing They Exist Before They Close
 
 
 
Today I had a client who asked me to refer him to a mortgage broker.  Most of my clients purchase cash, so I don't have someone I refer regularly.  When I was on the phone with the client, I used my home phone to dial my "mortgage guy" in.  Of course, my call went to voice mail.  So I sent the mortgage guy my client's info and asked him to call my buyer client ASAP.
During the call with my client, he was searching online for a mortgage calculator.  He Googled "mortgage calculator" and happened upon Quicken Loans.  He immediately began an instant message chat with someone at Quicken.  I rarely get involved in my clients and their "money", so we finished our call and I subsequently e-mailed my mortgage guy, at 11:44 am, not to forget to call my client TODAY.
 
I returned home to check my e-mail and here is the response from the mortgage guy at 5:30 pm : "I just called him and he said he is working with an online mtg company ( not a good idea )  but he said if he needs me he will call me back."
A Lesson Learned
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