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When should loan officers check in with past clients who are moving? Timing, soft scripts, and how to stay helpful without a hard sell.
RateUpdate
September 30, 2026
Should loan officers offer an annual mortgage review to past clients? What to cover, when to ask, and how to keep it helpful.
September 28, 2026
How should loan officers re-engage dormant past clients? A respectful restart and a simple cadence.
Should loan officers host annual client appreciation events? When they help, when to skip, and lighter alternatives.
September 25, 2026
What should loan officers say in a 6-month post-closing check-in? A short script that stays helpful without a refinance pitch.
How should loan officers check in with past clients around the holidays? Timing, tone, and a light-touch plan that stays useful all year long.
September 22, 2026
When should loan officers ask past clients for a testimonial? Timing tips, soft scripts, and how to use client quotes without a hard sell pitch.
When should loan officers check in before rate lock expiry? A practical timeline for borrowers.
September 19, 2026
How loan officers use LinkedIn with past clients without looking spammy.
Should loan officers send thank-you notes after closing? Timing, tone, and a simple template.
How loan officers partner with real estate agents after closing with shared stay-in-touch ideas.
September 18, 2026
What loan officers should track in their CRM after closing: dates, preferences, and triggers that make follow-up work.
How loan officers ask past clients for Google reviews without sounding awkward: timing, scripts, and respectful follow-up.
Should loan officers send home anniversary notes to past clients? Timing, tone, and a simple helpful template.
Should loan officers text past clients about rates? When text helps, when it hurts, and a simple framework.
September 12, 2026
When loan officers should call past clients about refinance rates — and how to keep it helpful.
September 9, 2026
Practical ways loan officers ask past clients for referrals without sounding pushy or salesy.
How loan officers stay top of mind between closings with a light monthly cadence that earns referrals.
September 5, 2026
Subject lines that get past clients to open your rate email — patterns that work and what to skip.
What belongs in a mortgage rate digest email, and what to leave out so clients actually read it.
September 2, 2026
Monthly is the default after the first 90 days. Here is a cadence that survives a busy lock desk.
How loan officers can send a branded monthly rate update to past clients without writing it from scratch every month.
March 27, 2026
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