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White Glove Handoff

The Perfect Client Experience Starts with the

We Want to Serve Every Client in a Way that Promotes
The Most Possible Referrals...For You, their Real Estate Agent!

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Don't Have Your
Client Call Me!

It's not because I don't want to talk with
them, it's because it doesn't always work.

The White Glove Approach is the highest level of service.

It's like going into a store & asking the sales clerk where a product is.

Rather than pointing in the direction of the item, they walk you directly to the aisle & ensure you find what you are looking for.

Think Through These Steps & Craft Your Perfect Handoff

1

Explanation:
Mr./Mrs. Customer, my favorite lender is Brian Smith and his team at Union Home Mortgage. They overcommunicate at every step in the process, they’re very accurate with their loan approvals and numbers and they always close on time!  No matter if you use them or not, I think you’ll find a lot of value having a conversation with Brian and his team. If you’re good with it, I’ll connect you with them by text.

2

3

Permission:
If you're good with it, I can connect you with Brian and his team via text to find a good time to connect.

Connection:
Send a 3-way text between you, the client, and the Brian Smith Group New Customer Hotline
(419) 740-0079.
(See example below)

iPhone

Remember, our goal is to serve each client, in a way,
that they go out of their way, to refer you!

 

Example Text:

Realtor Hi MrMrs. Customer! I wanted to introduce you to my favorite lender, Brian Smith &
Realtor Hi MrMrs. Customer! I wanted to introduce you to my favorite lender, Brian Smith &
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