Community Engagement & Offline Visibility:
Posted: Mon May 26, 2025 4:18 am
Offer to pre-qualify their clients quickly, provide seamless service, and perhaps co-host open houses or workshops.
Offer attractive referral fees (within ethical guidelines).
Banks/Financial Institutions: While you're a broker for them, some bank b2b email list branch managers or loan officers might refer clients who don't fit their specific criteria but might fit another lender in your portfolio.
Accountants/Tax Consultants: Clients preparing taxes or managing finances often need mortgage advice.
Law Firms (especially those dealing with property transfer/civil cases): They encounter clients buying/selling property or dealing with inheritance.
Architects/Engineers/Contractors: Clients building or renovating homes may need financing.
HR Departments of Large Companies/Organizations: Offer financial literacy workshops or exclusive loan consultations for their employees.
Referral Programs:
Past Clients: Encourage satisfied clients to refer friends and family. Offer a sincere thank you, a small non-monetary gift, or a charitable donation in their name for successful referrals.
Internal Staff: Encourage your team to leverage their networks.
Host Free Homebuyer Workshops: In collaboration with real estate agents or local community centers in Sherpur. Provide valuable information and collect contact details.
Participate in Local Fairs/Expos: Set up a booth at property expos, banking fairs, or community events. Offer free mortgage pre-approvals or consultations.
Offer attractive referral fees (within ethical guidelines).
Banks/Financial Institutions: While you're a broker for them, some bank b2b email list branch managers or loan officers might refer clients who don't fit their specific criteria but might fit another lender in your portfolio.
Accountants/Tax Consultants: Clients preparing taxes or managing finances often need mortgage advice.
Law Firms (especially those dealing with property transfer/civil cases): They encounter clients buying/selling property or dealing with inheritance.
Architects/Engineers/Contractors: Clients building or renovating homes may need financing.
HR Departments of Large Companies/Organizations: Offer financial literacy workshops or exclusive loan consultations for their employees.
Referral Programs:
Past Clients: Encourage satisfied clients to refer friends and family. Offer a sincere thank you, a small non-monetary gift, or a charitable donation in their name for successful referrals.
Internal Staff: Encourage your team to leverage their networks.
Host Free Homebuyer Workshops: In collaboration with real estate agents or local community centers in Sherpur. Provide valuable information and collect contact details.
Participate in Local Fairs/Expos: Set up a booth at property expos, banking fairs, or community events. Offer free mortgage pre-approvals or consultations.