In the dynamic world of mortgage lending, efficiency and client satisfaction are key. Loan Officer A.I. CRM, a groundbreaking innovation by Connection Inc., is transforming the landscape for loan officers. This blog explores how this CRM stands as a beacon of progress, offering unparalleled tools for success.
One of our Freedom Club members (our top-level LO mastermind group) asked a great question…
“I am seeking some ideas for unique closing gifts that I can send out. Ideally, something universal that I can leave a lasting impression and that has my branding on it. Any ideas you can share with me?”
My response:
Great question! Here’s the thing, we have found that we don’t need to leave a “lasting impression”, as we will be contacting them quarterly with a phone call (using our past database scripts and the automated system) and monthly with our “handwritten” note (also done automatically).
Think of it like not needing a lasting impression when you leave a friend’s house after playing cards. You’ll be back next week….
Follow-up out trumps a closing gift every time.
The follow-up we do is 3-fold:
1. Call with a simple script 4 times a year (this is the most powerful and we have figured out a way to automate it).
2. Snail mail once per month. This has proved to give us huge results. The trick is to NOT send a newsletter or corporate looking postcard. We have found that an actual letter produces more goodwill and leads than anything else (I can show some examples of what we do).
3. And finally, a weekly email. The email we have found that gets us the best response isn’t about mortgages, it’s about what’s going on this weekend around your area. At the end of the email, there is a simple call to action that we call the“Super Signature” which has proved to be the secret sauce.
When I did a closing gift that had a “last impression”, it had zero effect on my closings from those past clients going forward. It wasn’t until I added the 3-fold follow-up strategies that I saw an explosion in my measured results.
This follow-up approach gives us an average of 1 closing per 100 people in our database per month. So if you have 500 people in your past database, that would be 5 closings…. PER MONTH, just from this simple strategy.
Now, to answer your most excellent question, I found giving them pizzas on moving day worked very well for me. After all, it’s what friends do for each other.
So, to schedule a time where we can map out, show you samples, and share how we do all this, along with my proven scripts, click here and I’ll get you set up.
If you have time, we can also show you all the benefits of members that you may be missing out on, but either way, it’s all good and totally cool.
After all, it’s what friends do for each other….
