How Proactive Communication and Consistent Follow-Up Create More Loan Opportunities
Reetu Mittal is building her mortgage business around timely outreach, thoughtful follow-up and genuine client care. In Episode #134 of Good. Better. Broker., host Justin White sits down with Reetu to discuss how anticipating borrowers’ needs, maintaining a consistent presence and finding timely reasons to reconnect can create smoother transactions and lead to more business.
Listeners will learn how to communicate more clearly throughout the loan process, stay top of mind with past clients and use simple, proactive outreach to uncover new loan opportunities.
Key Takeaways for Mortgage Brokers
• How anticipating documentation needs can create a smoother borrower experience • Why consistent follow-up keeps mortgage brokers top of mind with past clients • How simple, proactive outreach can uncover new loan opportunities
In this episode about proactive communication creating more loan opportunities, we discuss ...
• 1:17 – Reetu’s time with VEMA Mortgage • 2:19 – Reetu’s experience before joining the mortgage industry • 3:31- The advantage of having a technology background • 4:08 – How Reetu learned the mortgage business • 6:09 – Why there’s more to being an LO than buying leads • 7:21 – Clear communication and its impact on client relationships • 9:21 – Walking clients through the loan process • 10:24 – The importance of making clients feel comfortable • 11:42 – Staying in touch with clients • 12:30 – Texting clients over the weekend • 13:17 – Social media strategy • 14:10 – Finding reasons to reach out to clients • 15:19 – How a casual follow-up led to a loan • 17:22 – Ensuring clients leave good reviews
Justin White is UWM’s in-house brand journalist and the host of UWM Daily. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.
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