Articles, Tips and Tricks

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Mortgage clients aren’t one-size-fits-all. First-time buyers, upsizers, investors, and retirees each bring different financial realities, anxieties, and expectations to the table. This prompt helps you map out at least five distinct personas to reflect the range of clients you serve. Each persona includes their background, challenges, goals, and what they value most in a mortgage advisor. Use these insights to refine your advisory approach, customize your resources, and ultimately, build stronger, longer-lasting client relationships.
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Engage Your Audience with a Smart TikTok Script
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Spark Seller Interest with Active Buyer Demand
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Request testimonials clients want to give 2
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Celebrate Closing Day with Subtle Referrals
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Win Back Expired Listings
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Generate Buzz Before You List
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AI-prompt-0801-20
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Prospect Research Prompt Cover Image
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Build Stronger Customer Connections to Stay Top of Mind
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