How to Go Beyond the Loan: 5 Tips for Exceptional Client Service

by | Sep 4, 2024

Client satisfaction is more than just getting a loan approved. Here are five approaches to ensure your clients are truly happy:

Personalise Your Service:

Tailor your approach to meet each client’s unique needs. Simple gestures like birthday messages or a hamper on settlement day go a long way.

Communicate Clearly:

Maintain open communication throughout the client journey, even when there are no updates.

Be Responsive:

Quickly address client inquiries and concerns. What seems small to you might be huge to your client.

Exceed Expectations:

Deliver exceptional service and create memorable experiences. Under promise, over deliver.

Request Feedback:

Regularly ask for feedback and use it to improve your services. Ready to enhance client satisfaction?

Contact us to learn more about how we can help you build lasting client relationships.

Christian Paterson, Auctus Coaching

Christian Paterson

Director, Head Coach

I love nothing more than helping hardworking brokers to work smarter and enjoy their business while growing an incredibly profitable and efficient operation.

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