In this episode, Kathryn Pedersen and Michael Regan discuss client touch points and post-closing experiences in the mortgage industry. Kathryn shares how she received a request from an insurance agent about the systems she uses for client follow-up, which inspired this podcast episode. They explore the importance of maintaining personal connections with clients beyond the initial loan process, including regular check-ins at key milestones like the first payment, 3, 6, 12, and 24 months post-closing. The conversation covers strategies for setting up these touch points early in the client relationship and asking meaningful questions during initial consultations to identify future follow-up topics. Kathryn emphasizes starting small by implementing one or two specific touchpoints at a time rather than overwhelming oneself with multiple new systems, and stresses that these proactive approaches help build long-term client relationships while maintaining a personal touch even during busy periods.

Building Bigger Lives Podcast

https://www.instagram.com/buildingbiggerlives

Contact Coach Michael Regan-

www.facebook.com/CoachMichaelRegan

www.instagram.com/coachmichaelregan/

www.linkedin.com/in/mregan/

Contact Kathryn Pedersen-

http://www.instagram.com/steamboatmortgage