Your Business and Industry

02 November 2020

Zoom in on more great interactions with your clients

As our lives continue to adapt, we lenders are constantly listening and evolving how best to interact with our adviser partners and their clients/our customers.

We’ve evolved what this means for the typical day in the life of a BDM for example – and mortgage intermediaries too will be considering how best to interact with clients in this new world.

St. James’s Place, the IFA, recently released some interesting information which also has relevance for mortgage advisors. They asked the clients how they preferred to be communicated with in these times. Clients responded that they were engaging positively with virtual platforms such as Zoom and Teams on an ad-hoc basis so that they could get short and more timely updates on the markets and opportunities.

A new approach to client interaction

This ‘short and regular’ approach to client interaction might not suit all of your clients in the mortgage advice space, but you will undoubtedly have regular clients who would appreciate short proactive outbound contact to discuss the markets and their portfolios.

One adviser set up an ‘afternoon tea’ session on Zoom so his clients could ‘jump on the call’ mid-afternoon and he could answer specific questions about the markets and portfolios. This is a great idea for a way to talk to several landlord borrowers or anyone thinking about investing in property, to guide them on market developments, stamp duty changes and mortgage markets. We as a lender would also love to contribute to such an event with an educational session on various buy to let specialisms like HMOs, short term lets or mortgaging as a limited company.

And so, If you’re thinking outside of the box to grow your business, we are here to help.

Get in touch

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