Part of the appeal of working with a broker is the human interaction that makes the experience more personal. Building a relationship with your clients builds trust and can help build your referral business and retain clients for future transactions.

Tips For Building Relationships With Clients

Treat your client as more than a transaction. Ask them about their families, their daily lives and their plans for the future. Make note of their answers so you can mention them later, showing you care about more than just their business. Ask more open-ended questions to reveal more than just the surface level. Talk to them about their goals and how you can help them accomplish them. Address concerns early on – before they become bigger issues – and celebrate even the littlest wins throughout the entire process.

Building Relationships With Industry Professionals

Building relationships with real estate agents can make you one of their preferred lenders, meaning they’ll put your name out there and even nab you a few referrals.

Build your network with other brokers, too. You’ll be able to learn best practices from what they’re doing right and have a group of people to talk to who understand what you’re going through. It’s especially helpful to build relationships with brokers who have different province licenses than you. That way, if they have a client who needs a broker in your province, they’ll likely refer them to you. Likewise, if you have a client in need of a broker in their province, you can provide a great client experience by finding one for them.

Tips For Building Relationships With Industry Pros

Connect with professionals by attending conferences and industry events. Always have a business card on hand at these events and be the first to reach out to those you meet. You can also reach out to agents and brokers on social media, especially the professional networking site, LinkedIn. Take it a step further and make outbound phone calls to local real estate companies or visit their brick and mortar business to introduce yourself. And take your business card everywhere.

Building Relationships With Local Businesses

Having a relationship with local business owners will not only provide you with referrals and show you care about the community, but also help you become a local presence.

Tips For Building Relationships With Local Businesses

Support their business by becoming a customer and visit frequently. Find other ways to scratch their back so, in the future, they can scratch yours. This may include recommending their shop to clients or allowing them to hang an ad in your office. You can also see if they’d like to partner on a project that gives back to the community.