Are you continuing to provide value to your clients after the transaction? How you handle the relationship after closing can make a difference between securing repeat business and losing your clients to the competition. Nowadays, the responsibility lies with the agent in staying in touch with their clients. Because years can pass between interactions, it can be challenging to retain that “touch”. Luckily NETTRAKK is a tool that can help bridge this gap, keeping you top of mind for when your clients are ready to make their next move.

What does it take to build a relationship with your clients that lasts beyond the transaction?

To mortgage agents and realtors alike, creating “clients for life” is about showing you care. Agents may distinguish themselves as lifetime valued advisers by taking the time to comprehend their customers’ needs, putting their best interests first, and offering tools like NETTRAKK to assist them to reach their long-term financial goals.

To quote the great Zig Ziglar, “People don’t care how much you know until they know how much you care”.

Here are the top three tips on how to show your clients just how much you care:

Give your clients control over their home financing

The process of managing funds may be overwhelming for many people. Uncertainty about available home financing options leads to a lack of self-assurance and a reluctance for your clients to strike up a discussion. This leaves it up to the mortgage agent to initiate the contact when assistance may not be required at that particular time.

You should instead empower your clients with information.

NETTRAKK can assist clients in understanding their long-term possibilities and help them feel secure in knowing you have their back. Educating your clients on financial proficiency and providing a comprehensive view of your clients’ options not only elevates their trust in you, but also increases the possibility that they will continue to use you as their trusted mortgage agent for future transactions.

Think of yourself as an educator.

You must consider yourself an educator rather than a salesperson if you want to assist your clients with their financial proficiency. Because there are no classes on how or when to refinance or how to leverage equity, most homeowners are woefully uneducated and avoid making these decisions.

NETTRAKK will provide your clients with a base understanding of their individualised path to home financing. This will open the door to increased communications with your clients providing them with knowledge which will be beneficial to them in the long run. It will establish loyalty by demonstrating to your clients that you have their best interests at heart and will be there for them long beyond their first purchase.

Pay it forward to the next generation.

Every client begins a new chapter when they purchase a home and secure the appropriate financing. NETTRAKK will work with you to increase your client’s personal financial proficiency in order to help them ultimately build a financial legacy. Make the needs and best interests of your clients a priority to establish a long-lasting and purposeful-driven relationship. Prioritize this philosophy and your business will take care of itself.