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7 Ways to Over Deliver Customer Service

Reverse Mortgage Customer Service Acquiring new reverse mortgage prospects is more difficult today than ever before therefore we should stop to evaluate our customer service. Stop for just a moment and consider how closing one more loan per month would change your business and income. Interested? If so here are a few ways you can wow your prospects with amazing customer service. #1: Take note. Actively listen and take extensive notes about your potential borrower. Is there a pending medical issue, family member visiting, a club or organization they belong to? Notate any personal details which you can use in future communications. #2: Schedule updates. Pick two days of the week in which you will religiously update anyone who…

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Editor in Chief: HECMWorld.com
 
As a prominent commentator and Editor in Chief at HECMWorld.com, Shannon Hicks has played a pivotal role in reshaping the conversation around reverse mortgages. His unique perspectives and deep understanding of the industry have not only educated countless readers but has also contributed to introducing practical strategies utilizing housing wealth with a reverse mortgage.
 
Shannon’s journey into the world of reverse mortgages began in 2002 as an originator and his prior work in the financial services industry. Shannon has been covering reverse mortgage news stories since 2008 when he launched the podcast HECMWorld Weekly. Later, in 2010 he began producing the weekly video series The Industry Leader Update and Friday’s Food for Thought.
 
Readers wishing to submit stories or interview requests can reach our team at: info@hecmworld.com.

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2 Comments

  1. Shannon as always Spot On! As our British friends say. Always great to hear my current head tune up coming thru your updates. Onward and Upward or would that be more like – Moving Forward in Reverse!

  2. Shannon, always good content. I do follow up in writing most often.” Send out Cards” is a great way to touch the client more than once. Hand written, as you mention is very much appreciated by everyone, not just seniors. I find reasons to send a message to folks on the fence; their birthday, a good article on Reverse or a good article addressing issues for seniors. I am happily surprised most will take a moment to respond and it keeps the communication open for a future loan or referral.


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