116: Are your client applications missing these 3 time savers?

Kambi has been in the lending industry for 21 years.



Stats 21 years in the industry
Cranbrook, BC
Canadian Mortgage Experts (DLC)

Kambi's Quotes Don't let what you can't control get in the way of what you can control
The best thank you is a referral

Good Stuff Use a phone interview to get as much info from your clients before meeting them
Email the client so you can reference it later
Clearly document everything
90% of clients are referrals
Ask for a referral when you feel the time is right
Use text messages and social media as a casual way to keep active with your past clients
If I could go back in time I would remind myself that I am human and mistakes happen also to spend more time with my family

  More About Kambi Website: kambiheywood.ca
Email: [email protected]
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Show References The Charge by Brendon Burchard
JotNot Pro - Document scanning app

Host Scott Peckford

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