Jason Peatz – Mortgage Associate

Who are my customers?

April 29, 2008 7:52 am Jason Small Business

They type of people that I am passionate about helping are people who have their own small business who find themselves confused because their bank won’t help them even though they have been a customer of theirs for a long time. All they are looking for is a person who can help them get a mortgage to secure their home or to eliminate debt and who is willing to take the time to really listen and genuinely help.

My customers are interested in integrity, honesty, empowerment and success. They feel it is important to work with people who embody these characteristics as well.

My customers are not the people who started their own business to make a quick buck or to take advantage of people. They took a big risk because they believed in themselves and what they offer has value to people.

To use my services my customers need to have confidence in me not only to be a great mortgage broker but also to be a person who genuinely wants to see them succeed.

To do this I let every one of my customers know about my code of conduct and both of our responsibilities. This way they know what is expected of them and what to expect of me.

I feel fortunate to have worked with many great small business people.

• I have listened to their problems.
• Analyzed their data to find the right product for their situation.
• Presented it to them in a clear and concise manner.
• Ensured that they felt comfortable before they signed anything.
• And followed up with each and every one of them to make sure they were satisfied.

I am building my business with a strong foundation and l look forward to offering a service of value to southern Alberta small business owners.