Your past clients just bypassed you for financing and they didn’t even say goodbye!

Thu Feb 20, 2020
We spend a lot of time and money getting new clients and rely on a philosophy that customer loyalty can be manufactured with a CRM or marketing system. We develop our brand and coach our clients about refinancing value. Yet, the evidence is clear that our clients go elsewhere for financing after they move into their home. Fintech lenders are bypassing the normal origination channels to take your past customers. Staying top of mind and relevant is harder now than ever before. If you wait for a credit trigger or an annual mortgage review its already too late. After your clients move into their new house their purchase is behind them. Other companies immediately start interacting with them and building relationships.

Fin-techs, credit card companies, Banks all competing for your clients borrowing capacity. And, we just let it happen. For the first time since 2008 mortgage companies can earn real compensation on 2nd mortgage product. Why not help them with their needs and offer a home equity loans as part of your post purchase strategy.

Join us as we share information about this current phenomenon. How it affects the value of your and your realtors past clients. We will show you how to add a post purchase strategy to not only add a revenue stream but have a reason for a valid financial discussion with your clients.

Click here to register. 


Date 02-20-2020 2:00 pm
End Date 02-20-2020 3:00 pm
Registration Start Date 01-21-2020

Additional Info