Clay Jeffreys

Clay Jeffreys

Mortgage

404-277-6896

My clients look for a lender who is on top of things and keeps them up to date on the progress of their loan. My clients love communication and that is a focus of my business. I enjoy technology, sci-fi films, and almost all things football related.

Member

Endorsement Letters I've Received

Financial Services | Finance

Mortgage

Subs

Filing Cabinet

Endorsement Letters I've Given

Dunwoody Mortgage Services

Dunwoody Mortgage Services

678-730-1063

4086 Adrian Street
Tucker, GA 30084

Website

Company

Gold Star Pin 03/05/2014

Members I've Invited

Brian Moon

Brian Moon

Cathy Anguilla-Hans

Cathy Anguilla-Hans

Earl Williams

Earl Williams

Rodney Shaffer

Rodney Shaffer

Chad Meisner

Chad Meisner

Sheleen Washington

Sheleen Washington

Paul Harned

Paul Harned

Christina Gunbay

Christina Gunbay

Robert Schenk

Robert Schenk

Claire Bell

Claire Bell

Bill Kelly

Bill Kelly

Sponsorship

PowerWings 03/20/2013

Contributions

Emory Team

Introduced by:

Gerrell Sterling

Gerrell Sterling

Joined on 06/16/2010

Leadership

TeamCoOrdinator 02/09/2020
ParticipationCoOrdinator
VisitorCoOrdinator
MembershipCoOrdinator 12/07/2020
MentorCoOrdinator
Hand Pin 08/13/2014

Membership

5-year Pin 06/17/2015
3-year Pin 08/28/2013

Team

Team

PowerLinks Certificate 08/01/2010
Best Client Workshop 10/15/2018
InfoMinute Seminar 07/12/2010
Orientation Essentials 07/09/2010

Development

With home loans, once we hit the closing, typically people do not need another mortgage for a few years. I still keep in touch because clients will get stuff in the mail that is junk mail, but also important items too. My follow ups with clients include:

– reminder about junk mail because of their newly recorded deed being public record.

– annual mortgage reviews where I look at their rate, current appraisal value, current loan terms and suggest what may OR may not be a good idea to consider

– monthly blog updates talking about latest trends/topics in the mortgage world

– birthday card

– holiday card

Because of the steady contact, I often have clients come to me asking for referrals down the road, and they come back to me for future mortgages.

Referral Trigger Response