Your Past Clients Are Your Future Clients

Get a never ending stream of referrals by building your own Clients for Life System

Setting up and automating an effective stay in touch campaign is easier than you think. Let us give you the blueprints of top producers who have figured out through trial and error how to be efficient, authentic and build lifetime relationships.

Instructor(s)

Senior Mortgage Planner

Rick Scherer

Rick ranks among the top mortgage originators in the country, particularly because of an efficient and simple process for his clients. As a professional with 18 years of real estate experience, Scherer prioritizes assisting others in improving their businesses. “When I am not with my clients, I am typically working side by side with my referral partners,” he says. “I often host Real Estate Agent Masterminds, where I will bring together 10 agents for a three-hour event to discuss and share best practices. I have and will continue to help my partners in any way I can so that we all continue to grow our businesses together.”

Senior Mortgage Planner

Rich Clayton

Rich began his career in the mortgage banking industry in 2003. He has an extremely successful track record and is responsible for funding over $1B in residential loans to date in his position as a Senior Mortgage Planner. His expansive knowledge of the mortgage business is a result of his experiences working for both banks and mortgage companies. Richard holds an MBA from Northeastern University. He has been acknowledged several times for his achievements and been awarded into The Presidents & Chairmans' Club for production and customer satisfaction.

Your Referral Platform

Build a bulletproof stay in touch system and never lose another client to a competing lender.

  • Learn how to score and maximize your high value clients

  • Create a high touch post closing follow-up campaign with minimum time commitment

  • Learn how to schedule and follow through on an annual client review system designed to build relationship and get referrals

Your Clients for Life Course

Lessons designed to minimize your time implementing and maximize your results

  • 1

    Overview

    • What to Expect
  • 2

    Building Your Foundation

    • Selecting and Setting Up Your Online Calendar

    • Categorizing Your Database

    • Different Ways to Engage

    • Significant Touch Points

    • Additional Thoughts

    • Following up with Pre-Appovals

    • 30, 60, 90 Day Follow Up Campaign

    • Implementing
  • 3

    The Annual Review Call Strategy

    • Annual Review - Getting Started

    • Implementing the Annual Review Call Strategy