Following up with Realtors who switch brokerage companies, particularly when the new brokerage has an affiliation with a different lender, requires a more strategic approach. Here are some steps to guide you:
Stay Informed: As always, staying informed about changes in your professional network is key. You can use networking events, social media, or professional networking sites like LinkedIn to keep tabs on these changes.
Understand the Affiliation: Once you become aware of the Realtor's switch, do some research to understand the nature of the affiliation between the new brokerage and the other lender. This will help you understand the situation better and plan your strategy accordingly.
Express Congratulatory Remarks: Send a personalized message to the Realtor expressing your congratulations on their new role. Show genuine interest in their career progression and express your intention to continue working with them if possible.
Set Up a Meeting: Propose a meeting to discuss the possible ways you can continue working together. Use this opportunity to talk about the value you can bring to their clients, even with the new affiliation.
Offer Unique Value Propositions: With the new affiliation, you'll need to distinguish yourself from the affiliated lender. Be prepared to discuss what makes your offerings unique and why the Realtor should still consider working with you. This could include competitive rates, excellent customer service, fast closing times, or a wider range of loan products.
Respect Their Decision: If the Realtor chooses to primarily work with the affiliated lender due to company policy or other reasons, respect their decision. However, express your willingness to assist them whenever the need arises or if there are transactions that the affiliated lender cannot handle.
Maintain Professional Relationships: Regardless of their decision, maintain a professional and friendly relationship. You never know when circumstances might change again, and they might need your services.
Remember, the key is to showcase your value and maintain a positive relationship. While the Realtor's switch might present a challenge, it's also an opportunity to prove your worth and build a more resilient professional network.