Hemel Shah

The importance of keeping your clients

No one likes feeling abandoned.

The importance of keeping your clients

How much time do mortgage brokers spend on retention vs. new clients?

It’s easy to understand why new leads feel more urgent than existing clients.

How much time do mortgage brokers spend on retention vs. new clients?

How a shift to 5-year fixes impacts your bottom line

More consumers on 5-year dealsmeans fewer clients looking to remortgage and less often.

How a shift to 5-year fixes impacts your bottom line

Client retention has to improve

The financial services sector has created its own barriers to entry with technical language that alienates the very people we want to help.

Client retention has to improve

Why did I give up a successful career as a broker?

So why did I give all of this up to join a fintech firm focused on mortgages?

Why did I give up a successful career as a broker?