Client Retention Scripts
Client Retention Call Scripts for Mortgage Brokers
In the mortgage world, a single closed loan can earn you $3,000 to $10,000, but the real wealth is built through repeat business and referrals. These scripts are designed to keep you top-of-mind with your database so they call you for their next refinance or when their friends are ready to buy.
30-Day Post-Closing Check-in
Use this script one month after a client closes on their home to ensure they are settled and organized.
Hi [Client Name], it is [Your Name] here! I am just calling to see how the first month in your new home has been. I also wanted to make sure you received your first payment coupon and know exactly where to send that check so there are no hiccups. I am still here if you have any questions about your escrow or taxes. It was a pleasure helping you with that $400,000 loan, and I want to make sure the hand-off to the servicer went smoothly. Have you started any renovation projects yet?
Tips for this scenario
- -Confirm they know their first payment due date to prevent credit-damaging late starts.
- -Remind them to look out for 'junk mail' that looks like official mortgage documents.
Common Mistakes to Avoid
!Letting Realtor calls go to a generic voicemail during a busy closing week.
!Failing to follow up with pre-approved clients who haven't found a home yet.
!Sounding distracted or 'rushed' when a client calls with basic questions about their escrow.
!Not having a backup system like SkipCalls to handle inquiries while you are in a long meeting with an underwriter.
!Only calling clients when you want a new loan, rather than checking in on their home's value.
