How to Continue Client Relationships after the Closing

By: Victoria DelFrate,  - Members, please take advantage of a free business coaching session.  Visit the EXPERTS CORNER to request your session

If you’ve heard it once, you’ve heard it a thousand times, “It’s not about the transaction. It’s about the relationship!”

This well-worn advice simply means that as a professional in charge of the growth of your own mortgage book of business, it’s imperative that with each new loan that you focus on the relationship with your clients, in the beginning, throughout the transaction and especially, after the loan is closed.

Here are some simple and very effective strategies to ensure future referrals from your past customers…

The Law of Reciprocity

The, “Law of Reciprocity” dictates that if I give something to you or do something for you, you will feel inclined to return the favor at some point.  Therefore, if you have ever questioned whether you should send a closing gift or not, the answer is, “YES!” A small token of your appreciation for your customers’ business is all that is required. Plus, the closing gift delivery provides you with an excellent excuse to follow-up with your customers!


You must be a paid VIP MEMBER in order to view full content.

-          If you are a PAID VIP MEMBER, please LOGIN here.

-          If you are not a paid vip member, please visit here for full details on what’s included with a membership and to choose your membership option and join!

-          We also offer a complimentary virtual website tour, if you’d like to “see” what’s included with membership, before joining. Request your virtual tour here.