"Staying In Front Of Your Past"

Mortgage and Lending with Southwest Funding

Recently, I read an article about two mortgage professionals who last year alone closed a combined $380,229,000 in loans. Jeff Lake and Jody Cooper. Impressive, right?

Here's a question for you: How many hours do they have in a week's time?

A: 168-Hours, just like you and I.

When asked the #1 secret to their success, they both commented, "Maintaining visibility with past and future customers". Both of these top producers agreed that staying in contact with past clients is the key to their success.

Are you keeping yourself visible?
 I commonly hear from loan officers who know that they should market their past clients, however, lack the discipline to set up the "system". IS THIS YOU? If so, I found a solution that can help!

I discovered a turn-key approach to staying in front of your past clients. It's an online company that will mail birthday cards, anniversary cards, newsletters for home owners, NEW YEARS CARDS, and much more. Just as an example, for around $ 75 you can mail 50 full color magazines to your clients, with your picture printed in 3 places inside the magazine. The magazine is full of useful articles on topics like home repairs, decorating ideas, creating curb appeal, and more.

If you currently do not have a system in place, now is the best time to get one up and running. Below, there is a link for In Touch Today, a company that facilitates past client marketing for loan officers and real estate professionals.

If you'd like to save a few bucks, you also could easily implement your own system this month. Begin collecting birthdays and anniversary dates from your past clients. You could develop a quarterly newsletter or send monthly homeowner tips on post cards - any type of useful information you can use to help your past clients.

DFW Loan Officer

Comments (1)

Jason Sardi
Auto & Home & Life Insurance throughout North Carolina - Charlotte, NC
Your Agent for Life
Staying in front of past clients is Key, Key, Key.  Right on Jeff!  Follow up, Follow up, Follow up, and they remail the warmest leads on the planet.
May 25, 2007 07:19 AM