High-balance amounts can vary from state to state. Regardless, this list is mean to easily segment your clients who are in typically in luxury homes.
Other than your refinance opportunities, you can use this to nurture & continue to build those long-term relationships. High-balance clients are usually well-connected & can offer referrals - be sure to ask for business!
Providing that ongoing value & just being proactive with reaching out lets clients know that you are knowledgable & care. Along with that, it keeps you top of mind for mortgages & not your competition.
Sample cadence & topics can be:
Initial follow up <6 months: Answer any questions, address immediate needs, ensure satisfaction
Quarterly updates on rates or other market news
Annual mortgage reviews
Personal communication for holidays, birthdays, etc.
Two Ways That You Can Get The High Balance Clients List
Done For You: Email [email protected]
Subject Line: Smart Lists
Body: High Balance smart list (include any other lists you may need)
Do It Yourself (quickest): All you need to do is add filters & save them as a new list within the contacts tab
Click here to watch the video showing how to create filter and then save as a list. Below are the required filters for each Smart List
Filters:
EPO Date more than 1 day ago
AND
Loan funded more than 180 days ago
AND
Appraised value greater than $xxx,000