Episode Details
Back to Episodes469. The Refinance Window Is Open. Are You Calling Your Past Clients?
Description
Take the free Predictable Income Map quiz at predictableproducer.com/quiz. Five questions, two minutes. Find out exactly which of the 5 stages you are in and what is keeping you there.
JOIN THE COMMUNITY: skool.com/loan-officer-leadership
The free room for loan officers done running on hope.
It's happening: refinance conversations are back—and your past clients are already getting calls… just not always from you. In this episode, Steve Kyles breaks down how he's locking in refis right now and the exact scripts, strategy, and segmentation that are generating apps today.
You'll learn:
- How to build your refi-ready list fast (even if you think rates are too high)
- Why 5.9%–6.25% rates are working—and what to say to past clients sitting at 6.9%+
- The 4-touch method Steve is using to drive fast conversations and applications
If you're not actively working your refi pipeline, your servicers are. Let's fix that.
Book a strategy call & get Steve's full refi campaign toolkit: FreedomPlanningCall.com
Ready to build a predictable production system? The 5-Day Predictable Producer Challenge walks you through identity, the math, your warm list, your calendar, and the exact ask, one day at a time. On demand. Start today at predictableproducer.com/challenge.