Are You Leaving Opportunities Behind in Your Client Reviews?

This week on Your Broker Admin, I catch up on three weeks of loan reviews, with some substantial results, plenty of new lending opportunities and a couple of client conversations showing there’s more to a review than the immediate outcome.

A recurring theme emerges among loans originally written with LMI, where changing property values and lower LVRs are creating opportunities that might otherwise remain hidden.

The Reviews Wrap-Up also shows how one small rate reduction can open up a much broader conversation, while a review with no financial outcome at all can start building a client relationship.

Plus, October 7 takes us from a significant battle on the waters of the Mediterranean to a feline stage show that became one of musical theatre’s biggest success stories.