“Are You the Go To Guy for Your Client’s Needs?”

“Are You the Go To Guy for Your Client’s Needs?”



Very early on with my clients I establish a “go to relationship”. Below you will see an example of this client asking for another referral or recommendation.

I want my clients to understand that this is not a typical or average relationship. When a client first calls in to get pre-qualified I ask a number of specific questions. Who referred you? What did they say about me? I will then ask a few financial and credit specific questions. Once I have what I need and run credit we review the comfort level for a mortgage payment. Hopefully all works out so that I can issue a letter for them.

More questions: Do you have a Realtor or do you need a referral? Do you need a referral for a home inspector, insurance agent, attorney or title company, mover and so on? Depending on the answers I handle any referral that they will need. It doesn’t take long for any client to get the idea about how I work.


Good morning Joe. 

First off thank you very much for the contacts you shared with Chris – panning out well.  I was hoping you could help us with a contact for a litigation lawyer.  We had a situation with one of our contractors who walked away with about $35K as he was using our money for other things so he did not pay for the windows, cabinets or his subs.  We would like to talk to someone to see if we have a case.  We wanted to check to see if you knew of someone as we knew they would be credible. 

Thanks again for all your advice and help.

Image courtesy of stuartMiles/freedigitalphotos.net

Subscribe to my blog via Email:

 

Enter your email address:

Delivered by FeedBurner

 

Joe Petrowsky, NMLS #6869

Right Trac Financial Group, Inc. NMLS #2709

110 Main St.

Manchester, Ct. 06042

Office: 860 647-7701 x116

Fax: 860 647-8940

Cell: 860 836-9294

Email: joe@righttracfg.com

www.righttracfg.com

www.joepetrowsky.com

Like me on facebookfollow me on twitterConnect with me on linkedin

Joe Petrowsky does not guarantee nor is in any way responsible for the accuracy of the information provided herein, and provides said information without warranties of any kind, either expressed or implied.

Equal Housing Statement: We are pledged to the letter and spirit of U.S. policy for the achievement of equal housing opportunity throughout the Nation. We encourage and support an affirmative advertising and marketing program in which there are no barriers to obtaining housing becuase of race, color, religion, sex, handicap, familial status, or national origin.

Comment balloon 25 commentsJoe Petrowsky • August 30 2015 03:40AM
“Are You the Go To Guy for Your Client’s Needs? ”
share
“Are You the Go To Guy for Your Client’s Needs? ” Very early on with my clients I establish a “go to relationship”. Below you will see an example of this client asking for another referral or recommendation. I want my clients to understand that this… more
“Staying Married and Want to Live Separately”
share
“Staying Married and Want to Live Separately” Three times so far this year this has been the situation. It is hard for a lender to get their arms wrapped around this concept. Some lenders just won’t do this loan, but others figure out a way to make… more
“Time for the Son-In-Law Take Over”
share
“Time for the Son-In-Law Take Over” Always ask for the best way to communicate whenever you get an inquiry that comes from your website, no matter how they got to your site. When I ask how to best communicate it is asking permission. Over 50%… more
“If You Don’t Know the Product Don’t Talk about it”
share
“If You Don’t Know the Product Don’t Talk about it” “Also based on my income the last guy told me I was eligible for a 203 K. Does this apply for you too? Not that I want to spend that much but I might need a little more than $200, 000. ”.. more
“Agent Says She is Going to Take this Fall Off”
share
“Agent Says She is Going to Take this Fall Off” I got a call from a Realtor asking if I could get a transaction closed by the end of September. It was a pretty simple transaction so I let her know; based on what was described to me I could but… more
“No Pressure”
share
“No Pressure” Hi Joe, “I pray you will be able to help us, because as you will see we are barely able to keep ourselves a float for the last 20 years. Moving would help us so much! ” I consider myself pretty savvy to know different loan… more
“Newsletter Mix is a Tricky Business”
share
“Newsletter Mix is a Tricky Business” I am constantly getting emails from clients and referral partners after they receive my newsletter. I always think they would read more about mortgages, real estate or the economy and email about these… more
“Do eNewsletters Create More Business? ”
share
“Do eNewsletters Create More Business? ” Currently over 2, 500 newsletters get emailed out. Here is what I have learned; most are never opened, but most don’t opt out either. Currently between 15% and 16% read something but that number is… more