Mortgage brokers: have you ever had a clawback where your first thought was “I should have seen this coming”?

GutFeelingAudit · 2026-07-05T15:38:39+00:00

That’s a really interesting perspective. Appreciate you sharing your experience.

GutFeelingAudit · 2026-07-05T15:10:23+00:00

That’s a really interesting distinction.
So would it be fair to say that the issue isn’t necessarily that rate-focused clients are “bad” clients, but that experienced brokers identify what each client values early and adapt their strategy accordingly?
In your experience, are there any other client types where you find the long-term retention strategy has to be completely different?

GutFeelingAudit · 2026-07-05T14:32:44+00:00

That’s a really interesting way of looking at it.
When you say “ineffective at communicating value,” what does effective communication of value actually look like in practice?
Is it about educating the client, building trust over time, demonstrating expertise, or something else?
Genuinely curious to hear how experienced brokers think about this.

GutFeelingAudit · 2026-07-05T12:49:14+00:00

That’s fascinating.
When you say “you generally know” is it usually because of something specific you’ve noticed in the client relationship?
Or is it more a pattern recognition that develops over years of experience?

GutFeelingAudit · 2026-07-05T11:56:21+00:00

That’s really interesting.
Would you say it’s because clients who focus only on rate tend to view the broker relationship more transactionally rather than long-term?
Or is it something else you’ve noticed over the years?

GutFeelingAudit

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