Be First or Be Forgotten | Ep. 360

The Importance of Being First in the Lending Industry

In this episode of Growth Notes, Frazier discusses the critical importance of being the first or second lender that customers engage with, based on data showing that 78% of refinance customers select their lender from the first two they speak to. Frazier emphasizes that being first is not about luck or timing but about proactive outreach, positioning, and staying visible and trusted. He highlights the need for consistent presence and engagement well before the customer decides to buy, rather than relying on last-minute desperation.

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