Perhaps the largest indicator of long term success as a loan officer are the number of referrals you get. I have found three tried and true ways to get referrals from your clients.
1. Plant the seed early. “Mr. Jones, my goal during the loan process is to ensure you have a phenomenal experience so that when I ask you for three introductions after your loan is funded you are happy to do so.”
2. After the loan signs, ask for your introductions. Not referrals, just introductions. Ask your client if they feel comfortable introducing you to three other homeowners they know. Send them a referral card that is self-addressed and stamped so they can easily return it.
3. Finally, keep track of who sends you referalls and thank them each time.
The most important part of this process is to ensure that each client has a great experience with you through the loan process. Give them the right information up front and communicate every step of the way.
Make each mortgage refinance and each purchase transaction count!
Josh Harmatz
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Josh W. Harmatz
Voyage Financial Group
Office (916) 504-4554
Fax (916) 367-6703
www.voyagefinancialgroup.com
[...] 26 08 2009 I was checking out the personal blog of our Operations Manager, Josh Harmatz, http://joshharmatz.wordpress.com/2009/08/24/how-to-ask-for-referrals/, and noticed that he made a few of suggestions about asking for referrals. The best part was about [...]
By: Asking for Referrals – Some Tips « Voyage Branching Knowledge Center on August 26, 2009
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