This page is for intermediary use only. If you're not an intermediary, please
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This page is for intermediary use only. If you're not an intermediary, please
return to our customer website
During the rare moments of downtime in the year, it’s good to take stock and examine any changes, big or small, you can make to refresh your business. Here are some easy ways that you can make a difference:
You’ve probably not had time to update your website in recent months (or years), so you could use any quiet time to check it’s up to date, identify any gaps and ensure you are conveying the right message to clients and prospects.
Communication is key right now and contacting your existing clients, whether or not they have a mortgage maturing, is a good use of your time. Ask if they need a mortgage review, if their circumstances have changed or if they’re concerned about their repayments rising.
Signpost your clients to trusted sources of budgeting advice, such as useful tools to manage their money and how to check their credit score, for example. You could link to these from your website or email them details of where to find impartial information. Not only could this practically help them during the cost-of-living crisis, it maintains your relationship, keeping you front of mind when they next need advice.
If you have a bit of downtime, use it to focus on your social media and how you can use it to build your brand and show potential clients what you offer. Engage with peers, lenders and other colleagues. As well as being a great marketing tool, social media is a brilliant way to learn more about your market and build relationships across the mortgage industry.
Now is a good time to contact your clients with specific guidance about what to do if they are worried about making their monthly mortgage repayments. A brief email or phone call might be the prompt they need to take action. Ask them to contact you if they are concerned or to speak to their lender. And remind them they have options, such as extending their term or moving temporarily to interest-only payments.
You can make sure you make the most of this business opportunity by maintaining contact with your clients and being proactive about helping them to refinance.
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