Meeting Clients in Person Creates Stronger Relationships and More Business Opportunities
Whether it’s through text, video message or even social media, there have never been more ways for loan originators to communicate with borrowers. That said, face-to-face interactions are still incredibly effective. Why should LOs consider getting in front of more clients? Listen to Episode #127 of Good. Better. Broker. as we sit down with a 30+ year industry veteran who literally shows up for her clients all the time.
In this episode of the Good. Better. Broker. podcast, you’ll learn why in-person meetings bring in more business and referrals.
In this episode, we discuss ...
• 1:50 – Michelle’s 30+ years in the mortgage industry • 2:22 – including clients in the loan process • 3:45 – why Michelle meets with clients in person • 4:50 – how Michelle makes the mortgage process fun • 6:10 – Michelle’s presence in her community • 7:45 – Michelle’s love for people • 8:31 – why Michelle does pre-closing meetings with clients • 10:56 – unique touchpoints with borrowers • 13:04 – what happened when Michelle stepped back from originating • 14:25 – the impact of going from retail lending to the broker channel • 15:34 – what happened when Michelle had surgery
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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