Annual Reviews Done Right

Many mortgage brokers get annual reviews all wrong. They make the mistake of creating the impression that annual reviews are an optional, ad-hoc service. Part of the problem lies in the fact that many brokers are too busy because their mortgage broking businesses are under systemised. Hence, they try to squeeze in the annual review at the very last minute.

Annual reviews should actually be an integral and systematic part of the client experience. And this episode of Mortgage Broker Acceleration is all about how brokers can get it right. James Veigli and Ash Playsted explain why annual reviews matter and every single customer should have one. Tune in to learn how to bake the annual review into your client experience.

The Key Questions

Why do so many brokers get annual reviews all wrong? (1:39)
Why should mortgage brokers emulate dentists? (4:52)
Does every single customer need an annual review? (10:04)
Can you consider annual reviews as “extra work”? (10:59)

What You’ll Discover

The importance of a systemised approach to annual reviews (7:11)
The difference between an annual review and an interest rate review (12:19)
How to get started with annual reviews (13:38)
What your business gains from a mindset shift about annual reviews (17:36)