Latest / Modern Lending Podcast
How Often Should Loan Officers Contact Past Clients? The Trust Factor
How often should loan officers contact past clients? Alec Hanson breaks down how mortgage professionals can stay top of mind, build lasting trust, and earn referrals in a world where clients increasingly turn to AI for answers.
The challenge isn't simply finding the right CRM, AI tool, or marketing platform. It's making sure clients remember you when they need mortgage advice, want to refinance, or know someone buying a home. Alec explains why the best follow-up frequency is one that feels natural and valuable, not an arbitrary schedule imposed by a sales guru. He shares his own preference…
The skinny
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