Don’t Wait for the Rates to Drop Before Calling Past Clients About Refinance Opportunities

No matter what the market is doing or where interest rates are, refinance opportunities always exist for mortgage loan originators. How can LOs approach their past clients in a way that makes them open to refinancing? In this episode of Good. Better. Broker., we sit down with the owner of the top refinance broker shop in the country to find out how they’ve built their business by seizing every opportunity to help past clients.

In this episode of the Good. Better. Broker. podcast, you’ll learn how to do refinances in any market.

In this episode, we discuss ...

1:22 – Andi’s experience in retail helping him become proficient in refinances
2:42 – Why Andi believes refinancing revolves around reaching out to past clients
4:41 – How Andi approaches check-in conversations with his past clients
6:11 – Andi’s story of how an accidental dial led to him closing a loan
7:26 – Why loan originators should not assume people aren’t in a position to refinance
9:48 – How Andi prepares for check-in calls with past clients
13:07 – Why it’s important to look at loans as referral opportunities instead of paychecks
14:36 – The importance of knowing how much money borrowers have
16:25 – Why refinance opportunities are always available