77: Raeann Lefebvre Focuses On Renewals And Educating Clients

Raeann runs her brokerage Keystone Mortgage in St. Albert, Alberta since 2011, and now has a team of 7 other agents. She has been a broker for 8 years, and started her financial career at Bank of Montreal.

Stats

• 8 years in the industry
• St. Albert, Alberta
• Keystone Mortgage (Mortgage Architects)

Raeann’s Quotes

• You make your own success

Good Stuff

• The importance of referrals: Raeann found a key referral relationship that netted 12 clients in 8 months with multiple referrals each.
• Establish time boundaries between your business and your family. Raeann turns the phone off to get 1-on-1 family time.
• Create process to stay on top of client mortgage renewals, referral thank-yous, and periodic client touches throughout the year.
• Raeann prefers marketing to existing clients and warm leads over web and print advertising.
• Raeann is growing her mortgage team, and not cross-selling other financial products.
• Get a good CRM.
• Maintain a weekly calling schedule.
• Send thank-you cards via mail. Raeann uses SendOutCards.

More About Raeann

• Website: www.keystonemortgage.ca
• Email: raeann@mortgageengineer.ca
• Raeann on LinkedIn
• Raeann on Facebook

Show References

• CMP Young Guns 2015
• PhoneBurner explainer
• PhoneBurner.com
• The E-Myth Revisited
• SendOutCards

Host

• Scott Peckford

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