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Referral Business Is Good Business

Client Information First, Thank You

How to Ask

Opportunities to ask for referrals are plentiful. The key is knowing when the timing is right for you and your client. Here are some examples of what to say in common scenarios:

From the onset.

When you first begin working with a client, it’s important to establish expectations and set the tone of the relationship. You can do this by stating: ”If you’re happy with my service when we’re done working together, would you be willing to refer me to friends and family?”


Following a compliment.

This can occur anytime during the customer lifecycle, so keep your ears open for positive feedback before, during, and after the sale. When a client says something nice about you, immediately follow up with: ”I’m so glad to hear that we are a good fit for each other. It’s important to me that I build a trusting relationship with each client. Do you have any family and friends that you also think would enjoy working with me?”


After the sale.

The time that a client is most apt to refer you is right after a transaction when they’re still feeling delighted by the excellent results you delivered. Be prepared to seize on those opportunities with: ”I’ve really enjoyed working with you and helping you solve xyz challenge. Do you know anyone with similar needs who could benefit from my services?”

Tips for Success

Word of mouth is one of the most powerful tools for growing your business. Take advantage of it by making it a priority to ask for referrals at every opportunity.

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This is not an offer to enter into an agreement. This is not a commitment to make a loan. Not all customers will qualify. Information, rates and programs are subject to change without prior notice. All products are subject to credit and property approval. All approvals are subject to underwriting guidelines. Not all products are available in all states or for all dollar amounts. Other restrictions and limitations may apply. VA loans subject to individual VA Entitlement amounts and eligibility, qualifying factors such as income and credit standards, and property limits. . is not affiliated with any government agencies. These materials are not from VA, HUD or FHA, and were not approved by VA, HUD or FHA, or any other government agency.

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Copyright ©2021 | .

Licensed to Do Business | .


This is not an offer to enter into an agreement. Not all customers will qualify. Information, rates and programs are subject to change without notice. All products are subject to credit and property approval. Other restrictions and limitations may apply. Copyright © 2021 | .


Corporate | NMLS ID .

Corporate Address : .

Corporate NMLS . | Company Website: .