Unlocking the Key to Client Retention
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Description
Client retention is essential in the mortgage industry and beyond. With every transaction holding significant value, mastering client retention is more critical than ever. In this episode, I share the...
show more• Set clear expectations for follow-up
• Regularly evaluate your follow-up process
• Use a CRM that offers diverse communication methods
• Mirror and match communication styles
• Be cautious with automated messages
• Monitor the frequency of your follow-ups
• Personalize your messages
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