How Can You Be More Accessible to Your Millennial Clients?

Millennials grew up with a great deal of information instantly available. So, what does this mean for loan officers? It means that accessibility is more important than you might think. That doesn’t mean being available or attached to your phone around the clock, but there are a few things you can do to improve your accessibility.

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The more information you make available online, and the easier it is to access it, the easier it will be for your millennial prospects and clients to engage with it. For instance, if you keep a blog where you write about common questions and concerns you hear from millennial clients, there will be a wealth of information available on your website anytime a prospect or client wants to read it. The more (and more consistently) you post, the more you’ll appear in relevant searches. Just keep in mind that using the content your company produces or a paid-for syndicated content program has almost no SEO benefit. You want original content to get the results you’re looking for.

One habit I’ve found important when working with millennials, is to respond as soon as possible — even if it’s just a quick note to say the message was received and I’ll be in touch with a more detailed response soon. Sometimes, you get a message and know you need a distraction-free window to reply. If you have a busy day, that can leave the sender waiting a while for your response. A quick note to say you’ll be in touch can put them at ease and make them feel supported, even while waiting for your full reply.

Find out from the beginning their preferred communication medium, and then stick to that if you can. Just that simple act of making things convenient for them can lead to stronger relationships overall, and more word-of-mouth referrals.

Finally, it’s crucial for loan officers to maintain boundaries between their work and personal lives. This can feel particularly challenging when trying to increase your accessibility. The key is realizing that being accessible doesn’t mean being constantly available.

If you’re an Arizona branch manager, sales manager, or loan officer, and you’re considering new opportunities, don’t hesitate to reach out to me. I think Bay Equity should be high on your talk-to list.

John Flores

Regional Manager

Bay Equity Home Loans

480-560-5191

[email protected]