I referred a client to a mortgage broker. Not only did she not tell me she didn’t like him, she referred her mother to him. Huh? I don’t get it. Anyway, I’ve been fielding calls and emails from both of them. I’ve had to review loans — I’m no expert at that — so I’ve had to bring in another mortgage broker. Blah. Blah. The client did not want me to tell the mortgage broker she thought he was a loser, capital L.
The client sends me an email today. The subject is “EWWW.” Here’s how it unfolded:
Mortgage broker: Hi Kelley, I hope that you and Dan had a happy Holiday Season and that everything is going well.
Now that we are in the new year, I want to schedule your 6 Month Review with you and Dan.
Do you have time next week to meet? Please provide a couple of days and times that you would be available.
I look forward to your reply and seeing you both again. I also need to speak to you about your mom. I spoke to her last week and I want to update you on her insurance and mortgage situation and need your advice on how best to proceed.
Regards, Mike
Client: Ewwww. I don’t want to talk to him.
Me: Just don’t respond. If he calls, say no thanks. We’re good. (Here it comes.)
Mortgage broker: Okay. I don’t know what I might have done to elicit this type of response but I want you to know that you may have mistakenly sent this to me. (Oh crap.) Mike
