Imagine losing a deal to a bank offering a lower rate and a cash-back incentive. Tough, right? But what if you could win that deal back—and do it with a higher rate? That’s exactly what Chantelle did using a savvy mortgage strategy that went beyond just numbers.

In a recent interview, Chantelle shared how she used the Cascade Strategy to turn the tables on a competing offer. But it wasn’t just about numbers—it was about the right mix of flexibility, personalized service, and smart communication. Plus, with the Breaking Bank newsletter, she’s taking her success to the next level by building powerful partnerships.

Want to learn more about how Chantelle wins deals and builds strong partner relationships?

Here are the key takeaways from Chantelle’s interview:

  • Winning Deals with Strategy: Chantelle lost a client to a lower rate but used the Cascade Strategy to highlight long-term savings and flexibility, bringing the client back on board.
  • Personalized Service: She provided a customized proposal, showing how her solution wasn’t just about the rate but about long-term financial benefits.
  • Educating Clients: By explaining the potential drawbacks of cash-back mortgages and showcasing how rate drops could save them money, she built trust and confidence.
  • Partnering for Growth: Using the Breaking Bank newsletter, Chantelle has expanded her reach, engaging with realtors and clients through targeted content and guidebooks.
  • Leveraging Social Media: A single post on Instagram generated immediate interest, leading to new client calls and opportunities to share the Cascade Strategy guidebook.