Tag Result: client retention
Brokers who stay connected to customers will embed a lifetime of value – McDonald
Brokers have always faced a challenge in managing to speak to existing customers regularly...
Thinking differently about second charge mortgages – Grundy
The mortgage market has witnessed several trends in changing customer preferences over the...
Brokers lose 60 per cent of clients to lenders at remortgage – exclusive
Mortgage brokers lose 60 per cent of their clients to direct lender channels when they rem...
Advisers must prepare for ‘slick execution-only’ propositions from competitors
Homeowners’ move towards five-year fixed rates has put pressure on brokers to “up thei...
Tech firm Eligible launches broker retention calculator
Technology firm Eligible has launched a calculator that can tell brokers how much revenue ...
Long-term fixes require an advice re-think – Duncombe
An increasing number of borrowers are now choosing five-, seven- and 10-year fixed rate mo...
‘Customers have high expectations and little loyalty if we fail to meet them’ – Marketwatch
Making customers understand their broker's value is the first step a mortgage adviser need...
Referrals: Trace them back to understand the process – Knight
Referrals and recommendations tend to be the lifeblood of any advisory business, but how o...
‘Not publishing product transfer rates may grow in popularity for lenders’ – Marketwatch
Lenders are more aggressive in retaining customers, offering product transfer deals much e...
Poll: Are you remodelling your business around product transfers?
UK Finance figures revealing the product transfer is worth around £200bn per year surpris...