Why you should think twice before handing clients off to your assistant

Assistants are vital, so the key is understanding the client and managing their expectations upfront
  • Licensed assistants are often new or up-and-coming agents learning the ropes from top producers.
  • Do consumers feel duped if they hire an agent and only work with an assistant?

“Am I working with you or not?” That’s what I asked our previous mortgage broker when she finally called us back after missing an important phone call about locking rates.