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Scott Peckford and Dustan Woodhouse Answer Your Mortgage Broker Questions


Neil Beaumont asks: How can I convince refinancing clients to move away from texting and emails over to using the phone?


Key points

  • A conversation that starts as a text ends as a text.
  • Try to guide your clients back to the phone.
  • Avoid text messaging; mortgage is a complex topic that requires more than a couple of sentences.
  • Email is good for keeping records but can take up a lot more time than a simple phone call.
  • Don’t be scared to pick up the phone. A 5 min phone call can convey much more information than an email.
  • Phone calls can help dig up helpful information that would never have come up in an email.




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