Client Concierge

For brokers to retain more clients and get more referrals, one crucial key is to keep in touch with their database. And to do that, many of them automate this process. While there’s nothing wrong with this approach, putting an actual person - a client concierge - behind this process yields gargantuan benefits.

In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted discuss the benefits of hiring a client services manager. Also referred to as a client concierge, this person proactively manages a database for the benefit of a mortgage broking business. Tune in to find out when, why, and if it’s time for you to hire a client concierge.

The Key Questions

• Who is a client concierge? (1:05)
• When is the right time to hire a client concierge? (8:07)
• Why must mortgage brokers keep in touch with clients? (13:41)
• Should you do client reviews yourself or hire a client concierge? (19:09)
  
  

What You’ll Discover

• 3 big benefits of investing in a client concierge (4:30)
• How a broker hired a client concierge and generated an extra $5 million in loans (10:49)
• The fastest way to generate opportunities for your practice in a productive way (16:05)
• One valuable tip on connecting with clients and keeping them happy (22:20)
  
  

Accelerate Faster

• You can visit Broker Ideas Group to learn more about us, access special events and download useful resources designed exclusively for mortgage brokers.
• Want to work with James, Ash and the BIG team to grow your mortgage business faster? Our Growth Coach team can help you. Let's talk!