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Another Business Booster from Christian Penner – Get More Business with Annual Reviews

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Get More Business with Annual Reviews

Get More Business with Annual Reviews | Review Most people see their tax preparer, financial planner, and doctor at least once a year—but who’s watching out for their investment in real estate? Shouldn’t it be the person who sold it to them? The annual client review (ACR) is easy to perform and so unexpected that clients will look forward to it and spread word about the value of your service far and wide.

The annual client review is a current snapshot of the market, which impacts the value of your client’s home. Rather than a simple comparative market analysis, the ACR should account for relationships between price per square foot, assessed value, and current market value.

You can perform an ACR on the anniversary date of purchases, do a batch each quarter, or fill up your “slow” month and handle them all at once.

Make sure to create a nice looking bound package, mail it with a cover letter, call the client to tell them you sent them something, and follow up with a phone call in a week or two to review the findings. Easy!

What if it’s bad news? Most clients will appreciate your candor—better this news comes from a trusted advisor like you than a stranger. Besides, you don’t want clients making serious life and financial decisions based on faulty information.

Don’t be surprised if annual client reviews become the single most important business generating activity for you. Yes, it takes a little work and you may have a lot of clients! Our advice: test 20 and see what happens

 

 

 



Questions, Comments or For more information you can email Christian Penner at TheMortgageTeam@ChristianPenner.com or visit us online at www.ChristianPenner.com or you can call us directly at: 561-316-6800


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blackwhite#Christian Penner, #Mortgage Broker West Palm Beach talks about #Real Estate West Palm Beach. He also serves other Local Areas and provides home #Mortgage Solutions for Palm Beach Gardens, #Jupiter, #Boca Raton, #Wellington and #Tequesta. #Christian Penner Mortgage Broker Jupiter has the #lowest mortgage rates and the best #home mortgage programs like; #Jumbo loans, #FHA Home Loans, #VA Home Loans, #Reverse Mortgage Home Loans, #Freddie Mac Home Loans, #Fannie Mae Home Loans and #HARP Mortgage Loans. #Christian Penner Mortgage Broker Palm Beach Gardens has Served the area for over 15 years with his #Home Loan Lending Needs and Works with #FEMBI Mortgage in Jupiter.

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Another Business Booster from Christian Penner – Get More Business with Annual Reviews

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Check out this 5 star review by Christopher Piatt: Christian Penner is extremely knowledgable, patient, and determined to get you the lowest interest rate available and to make sure you close on a house. I am a first time home buyer, and highly, yes very highly recommend Christian to anyone who is looking for the real deal mortgage lender. I will be using Christian Penner every time I purchase a house and will have my family use him when they sell their houses in NY and move to South Florida. Do not look anywhere else, you are wasting your time, Christian Penner will be the smartest decision you make when purchasing your new home!
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Mortgage Broker West Palm Beach, FL are Experts in West Palm Beach Home Loans and are Here For You Whether You Need Current Mortgage Rates, A Pre-Approval in 15 minutes, Home Mortgage Financing, VA Home Loans, Jumbo Loans, HARP Refinance Loans, FHA Home Loans. Call Us Today At (561) 316-6800

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Christian Penner , 777 South Flagler Drive, Suite 800, West Tower West Palm Beach , FL 33401 United States
Phone: (561) 316-6800 Email: Christian@ChristianPenner.com