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52: How to Close More Renewal Business with Jill Moellering
Manage episode 427991711 series 3489252
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EPISODE DESCRIPTION
In this episode, Brandon and Tom are joined by Jill Moellering. Jill is a Mortgage Broker at Mortgage Architects from Edmonton, Alberta, who's won many industry awards and mentors Mortgage Agents across Canada. Jill is also a creator and educator with The Mortgage Nerd underwriting training courses, helping mortgage professionals across the country learn best practices and guidelines to improve their services to clients.
Jill is here to discuss:
→ Maintaining a long-term mindset when it comes to client relationships and not only short-term commissions, understanding your client pain points and specific financial needs, and looking at the bigger picture.
→ How to find more renewal business, how to get a leg up with the banks on renewals, and lessons learned from the boom in 2020-2022.
→ Diversifying your referral partners for a changing market, how to develop relationships with Mobile Mortgage Specialists, and your database not only being your past clients.
Jill Moellering's Website: www.jillmoelleringmortgages.com
Jill Moellering's Facebook: @JillMoelleringMortgages
Jill Moellering's Instagram: @jillmoelleringmortgages
Jill Moellering's LinkedIn: @JillMoellering
Sign Up for Jill's Courses and Classes here: www.jillmoelleringmortgages.com/mortgagenerd
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