Episode 3 of the WOW Series. Brad breaks down the systematic approach to wowing clients and partners in the After phase, when most loan officers have already moved on. This is where repeat business and client-to-client referrals are won: the touches, the timing, and the service follow-through that keep you unforgettable. Watch episodes 1 and 2 first for the Before and During phases.
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Mortgage Planner Coaching with Brad Roche, The Mortgage Planner. Coaching, systems, and scripts for loan officers who want more referrals and more funded loans.