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How to Identify Upsell Opportunities at the Initial Meeting

January 28, 2019 • Financial Industry, Real Estate Industry

As less mortgages are being funded in today’s shifting housing market, it’s imperative that brokers focus on making the most of current clients.

Brokers provide an invaluable service in a time when securing a mortgage is more complicated than ever for Canadians.

From the moment you meet with a mortgage borrower, the more information you know, the more value you can offer — and the more likely it is that you’ll close the deal.

On the Purview blog, we’re examining what information you should find out at the initial meeting and how to use it to close even more deals.

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