You think it is your client.

It is not.

The moment you place that mortgage with a lender, that client has more interaction with the bank than with you. Daily banking. Credit cards. Portals. Retention teams. You got paid for a transaction and then disappeared.

Four years later you show up asking for loyalty.

Why would they owe you anything.

A renewal is not a favour. It is a re-audition. You are competing against the lender every single time.

If you want to win renewals, stop assuming ownership and start earning it again.