PMPC Designation Practice Questions - Preferred Mortgage Professional Of Canada Designation Exam

For a Canadian mortgage broker, what is the most effective long-term strategy for client retention and repeat business?

Relying solely on competitive interest rates for future transactions. Aggressively soliciting new clients through cold calls immediately after a deal closes. Proactive post-funding follow-up, offering value-added services, and maintaining regular communication. Minimizing client contact post-closing to avoid perceived intrusiveness.

Correct Answer:

Proactive post-funding follow-up, offering value-added services, and maintaining regular communication.

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