When first meeting a client, what is one key piece of information to gather?

Gathering information about how the client obtained your contact information is essential for establishing communication and understanding the client's expectations. This piece of information can provide insight into what led the client to seek your services, whether it was a referral from someone they trust, an online search, or a marketing effort. Knowing this can help you tailor your approach to their needs and build rapport, as it reflects on how they view the brand and potentially shapes their trust in your capabilities.

Understanding the context of their inquiry can also help you address any concerns or questions they might have and provide an engaging starting point for the conversation. It sets the tone for a trusting advisor-client relationship, which is crucial in the mortgage industry where decisions can significantly impact a client’s financial future.

Other key information like loan history, credit score, or details about previous lenders is valuable but often comes later in the conversation, once a foundation of trust and understanding has been established. These elements are typically explored in more depth as the relationship develops, allowing for a more informed discussion about their specific mortgage needs and options.