Convince Past Clients to Pick Up Your Call | Kym Mason | Good. Better. Broker. Ep 102

The following guest sits down with host Justin White: • Kym Mason – Mortgage Broker, The Mason Group/Summit Lending Mortgage loan originators are always looking for reasons to reach out to past clients, especially those who already have a low interest rate. How can LOs convince clients to pick up the phone? Watch episode #102 of Good. Better. Broker. to hear about a strategic approach for getting clients on the phone and the right questions to ask them. In this episode of the Good. Better. Broker. podcast, you’ll learn how to conduct an annual review campaign to see if borrowers can benefit from a refinance. 1:27: Why Kym’s business depends on staying in touch with past clients 3:13: Kym’s annual review campaign 4:05: Different methods for reaching out to past clients 6:12: Intentionally sending calls to voicemail 7:22: The questions Kym asks when she gets a past client on the phone 8:40: How Kym found out one of her clients had $40K in debt 10:13: An example of why it’s important to stay on top of past clients 11:27: How Kym loops in her real estate agents on her clients’ status 12:02: How affirming your clients influences the tone of a conversation 13:15: How Kym was able to turn around a conversation that went sideways 15:35: Determining how much equity past clients have 18:06: The impact of the annual review campaign on Kym’s business 19:40: How to get in touch with Kym Episode 102 | How To Convince Past Clients To Pick Up Your Call Listen & Subscribe to the Podcast: Apple Podcasts, Spotify – https://www.uwm.com/good-better-broker?utm_source=youtube&utm_medium=streaming&utm_campaign=gbb THIS INFORMATION IS PROVIDED TO MORTGAGE PROFESSIONALS ONLY, AND IS NOT INTENDED FOR, OR, AUTHORIZED FOR CONSUMER DISTRIBUTION. THE VIEWS EXPRESSED BY GUESTS ARE THEIR OWN, AND DO NOT NECESSARILY REPRESENT THE VIEWS OF UNITED WHOLESALE MORTGAGE, LLC. THE INFORMATION, OPINIONS, AND RECOMMENDATIONS PRESENTED IN THIS PODCAST SERIES DO NOT CONSTITUTE LEGAL OR OTHER PROFESSIONAL ADVICE OR ENDORSEMENTS OF ANY KIND.