Loans By Kathy: Keep Them Coming Back - Part 1

Keep Them Coming Back - Part 1

Keep them coming back is the primary goal of all sales people.  We want those repeat customers, we want those referrals, the friends, the family, the co-workers of those satisfied customers.  This is the first in a series of things that you can do to help you achieve that goal.

 In my opinion, if you choose high-touch over high-tech you will see the greatest results! As things have gotten more automated and technology has taken hold and continues to move at a rapid pace, it is so much easier to choose high-tech communication over high-touch communication.

Keep in mind that people aren’t buying from a store, or building.  They are buying from the salesperson, the individual that they feel they can trust.  The more human and accessible you are, the better off you will be.  

Dig for ways to be memorable with your clients.  Send hand written cards and notes or occasionally pick up the phone and make a phone call just to say hello.  When dealing with your client, focus your attention on them.  This is not the time to be multi-tasking!!

There are four principles that I have followed through my career:

1.)  Have Fun with your clients

2)  Make their day - make it memorable

3)  Be present - in the moment 

4)  Choose your attitude

You may recognize these from the book "Fish". 

 It has been one of my favorites, check out my video blog for more information. 

Here is my first video blog with more information:



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Kathy Sheehan Senior Loan Officer






Bay Equity LLC

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11475 Great Oaks Way, Suite 350, Alpharetta, GA 30002

800.BAY.3703 Bay Equity LLC NMLS ID#76988



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The opinions and general information in this blog are soley those of Kathy Sheehan.  Specifics regarding an individual case should be discussed in detail with a loan professional.  For a confidential consultation, please feel free to contact me via phone or email.  All terms and conditions are subject to change.


Comment balloon 4 commentsKathy Sheehan • September 23 2011 11:23AM


My motto is also to answer questions that haven't been asked!  Great post!

Posted by Jan Green, HomeSmart Elite Group, REALTOR®, EcoBroker, GREEN (Value Added Service, 602-620-2699) over 7 years ago

Jan, that is a great point - have you peeked at my list!  Thanks for stopping by.

Posted by Kathy Sheehan, Senior Loan Officer (Bay Equity, LLC 770-634-4021) over 7 years ago

Great post and something we all should be doing on a regular basics sometimes a hand written note makes all the difference to our customers.

Posted by Pat Champion, Call the "CHAMPION" for all your real estate needs (Coldwell Banker Camelot Realty) over 7 years ago

Pat, I agree.  I have always used hand written notes.  I still find them more effective.  Did you like the video?

Posted by Kathy Sheehan, Senior Loan Officer (Bay Equity, LLC 770-634-4021) over 7 years ago