Closing a deal with a client in loan agreements

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hey guys welcome to my channel in today's video i'm going to go over how to service your clients post-close as a loan officer this is really important because what you do post-close determines how many more referrals you get and whether or not you will continue to service to help that client the last thing you want is for your clients to forget about you or to go and do business with someone else because you didn't continue to service them so without further ado let's get started okay number one is actually during the close so during the close you want to be present what does that mean hey when you're signing loan docs if you can be present there doesn't mean you need to be there the whole hour whole 45 minutes but be present maybe they could come to your office and you know they can be signing the loan docs with the notary right next to your desk and if they have questions you can answer those questions but it's important that you're there with them while they're signing loan docs because that's part of the service they're going to feel more comfortable more secure knowing that okay we're signing these loan docs the last documents we're going to sign and enriquez right here or you as a loan officer is right there in case i need any help in case i have any questions so try to do that and another part to this would be try to show up to their home when the agent is handing in the keys try to do that i know you guys are going to be busy i know you're busy but hey try to show up during that important moment because after all you did help them get that home so try to show up be present it just shows that you care about them that you're there to help that you're there to service them so try to be there when the agent is giving them the keys if it's a purchase and also these are different ways these are more ways that you can follow up with your clients their touches you know the more touches you have with the client the more follow-up touches or just interactions you know i want you guys to know this because the stronger the relationship the more referrals you're gonna get the more business you're gonna be able to create or have with that client the more you're gonna be able to help them right so keep this in mind with these two things about loan docs and you know being present when they're hanging the keys these are touches and the more touches you have with the client the greater the stronger that relationship will be so that's tip number one okay number two is optional but highly encouraged and that's creating little gifts with your branding on it little gifts with your company logo with your information these are great because it helps you stay top of mind in the future and it's also like a little thank you right it's a little thank you of course you got to stay in compliance but if you have little uh you know little merchandise at your company for example we have coffee mugs like these right here that we give to clients are super cute as you can see they're super cute and you can give those to your clients a little gift basket with your company merchandise and if you don't have merchandise try to create merchandise you should have merchandise you know if you think of mcdonald's they give you cups if you think of any company they have little merchandise so make sure you have a little merchandise that you can give to your clients it'll help you stay top of mind it's also a little thank you and guys let me know what your favorite tea is or your favorite drink from starbucks in the comments okay number three this is really important make sure you have their information in your crm system so make sure that information is there for example their contact information their address their loan information their birthdays their interest rates information about the loan you need to have all this information in your crm system so you can continue to help them in the future you know if you forget their numbers their email their address you know what interest rate they have what loan program how are you going to follow up with them how are you going to help them in the future you know you need that information so make sure that once you close you sit down at your desk and input all that data into your crm hey when's their birthday hey where do they live what's their phone number email what loan did we give them all that information needs to be in your crm system so in the future like i said you can follow up with them help them you know maybe they have a 10 interest rate a 5 interest rate and you're like hey in the future the the rates go then you're like hey bob the rates are down let me help you out so make sure you have this information is critical make sure it's up to date and it's there step number four is to go over their game plan if there is one what do i mean by this you know let's say they get into an fha loan and you know the game plan is to get them out of the fha loan into conventional to remove the mi so you want to make sure you have like a little consultation with him it's not going to be super crazy not super complicated but just make sure you have a little game plan a little appointment with them going over okay hey what do we need to do to make sure that once you qualify we can get you into conventional because you can't just say hey a couple years from now you're gonna go into conventional buy you have to say okay we're gonna get you into conventional and this is what we have to do we have to make sure that your credit is above this you need to make sure that this we need to make sure that this we need to make sure we handle these things you know so create that little game plan with them or go over it with them if there is a game plan for example a refinance in the future let's say they're in a non-qm product and they're going to go into conventional you want to go over those things with them before they actually go out and you know live their lives so make sure if there is some kind of future refinance you guys are planning to do that you go over it with them during this time so when that time does come they're ready they're prepared they're ready to go there's no difficulties no obstacles going on and this is mostly going to be for those refinances for those clients that you know are non-qm products high interest rate or fha programs okay number five is to input them into a post close campaign this is important make sure you input them into a campaign after you close because you need to stay top of mind they need to know that you're still in the business i talked to a lot of realtors loan officers hey my client called me and they said they thought i went into a different industry or that i stopped selling real estate or that i stopped being a loan officer so this is important that you have a post close campaign this is how you can stay in touch with them stay up to date stay top of mind you know continue to help them with their mortgage and if you don't have one make sure you check out my greatest follow-up ebook for loan officers i go over different campaigns for specific scenarios and it comes with 45 plus ways you can follow up with your client right now it's going to be on sale because right now all i have is 45 plus ways to follow up and how to follow up with cold leads so those are the two things that i have in the ebook right now i'm going to add a post close campaign to it in a couple of weeks and i'm also going to add some other things so make sure you check it out right now it's on sale if you get it now you're still going to have access to the future versions the future editions and those are going to get delivered to you instantly but once i add the post close campaign some other campaigns that i'm adding into that ebook the price is going to increase so make sure you grab it now and you will still have access to the post close and the new current editions but basically this is what you want to include in that campaign you want to include checkups hey how's your rate doing how's your mortgage doing hey do we need to refinance hey how can we help you out then you need to include educational content you know there's a lot to learn a lot to know about mortgages real estate so send them some educational content and the third thing is going to be you know their birthdays you know those personal touches hey how are you doing happy birthday so those are three things that you want to include in your campaign and that's pretty much it for today's video make sure you comment down below what you guys thought leave a big thumbs up and subscribe for more content just like this it really helps out the channel when you guys do that because it helps the channel grow and when the channel grows it can help more people i make content on life improvement real estate and entrepreneurship thanks again so much for your time see in the next video and be great you