You may prefer to meet clients at the Realtor’s office or at their home.
You might take the application over the phone.
You may even meet them in your office after business hours.
Rapport and credibility with your clients has already started to build when they finally sign the 1003. But, the people they REALLY will have the most contact with are either your processor (or assistant) or the closing agent.
How do you go about making sure that everyone involved in the transaction is properly introduced, which creates those warm & fuzzy feelings—even if they are not physically there to meet them?
A great way to introduce your support staff—even if they NEVER meet them face to face—is to create a Meet YOUR Mortgage Team flyer. (Notice that it’s “your” mortgage team—not “our” mortgage team.) You want clients to feel that your staff is working on their behalf.
The ideal situation would be to introduce everyone involved in the mortgage transaction personally. However, it’s not always possible to do so.
Here are some ideas on what should be included; how to write the job descriptions in a way that consumers will understand it; different printing and formatting ideas; and what to do if you have multiple processors and closers.
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