{"id":7828,"date":"2019-01-28T12:20:29","date_gmt":"2019-01-28T17:20:29","guid":{"rendered":"https:\/\/www.teranet.ca\/insights\/how-to-identify-upsell-opportunities-at-the-initial-meeting\/"},"modified":"2022-07-07T15:30:06","modified_gmt":"2022-07-07T19:30:06","slug":"how-to-identify-upsell-opportunities-at-the-initial-meeting","status":"publish","type":"post","link":"https:\/\/www.teranet.ca\/fr\/insights\/how-to-identify-upsell-opportunities-at-the-initial-meeting\/","title":{"rendered":"How to Identify Upsell Opportunities at the Initial Meeting"},"content":{"rendered":"<p>As less mortgages are being funded in today\u2019s shifting housing market, it\u2019s imperative that brokers focus on making the most of current clients.<\/p>\n<p>Brokers provide an invaluable service in a time when securing a mortgage is more complicated than ever for Canadians.<\/p>\n<p>From the moment you meet with a mortgage borrower, the more information you know, the more value you can offer \u2014 and the more likely it is that you\u2019ll close the deal.<\/p>\n<p>On the Purview blog, we\u2019re examining what information you should find out at the initial meeting and how to use it to close even more deals.<\/p>\n<p>Read more:\u00a0<a href=\"https:\/\/www.purview.ca\/mortgage-borrower-mortgage-broker-tips\/\" target=\"_blank\" rel=\"noopener\">https:\/\/www.purview.ca\/mortgage-borrower-mortgage-broker-tips\/<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>As less mortgages are being funded in today\u2019s shifting housing market, it\u2019s imperative that brokers focus on making the most of current clients. Brokers provide an invaluable service in a&#8230;<\/p>\n","protected":false},"author":2,"featured_media":4901,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[128],"tags":[],"class_list":["post-7828","post","type-post","status-publish","format-standard","has-post-thumbnail","category-real-estate-solutions"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.9 (Yoast SEO v26.9) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to Identify Upsell Opportunities at the Initial Meeting - Teranet<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.teranet.ca\/insights\/how-to-identify-upsell-opportunities-at-the-initial-meeting\/\" \/>\n<meta property=\"og:locale\" content=\"fr_CA\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Identify Upsell Opportunities at the Initial Meeting\" \/>\n<meta property=\"og:description\" content=\"As less mortgages are being funded in today\u2019s shifting housing market, it\u2019s imperative that brokers focus on making the most of current clients. 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