Client Retention Contact Program
We Deliver!
When Realtors, Builders, Financial Planners
and other referral sources send us a client, WE DELIVER!
Our Preferred Providers (Realtors, Builders,
Financial Planners, etc.) who have given us their
trust by referring us their clients continue to
benefit from exposure in our client retention
contact program. With the cost of new client
acquisition calculated at approximately 3 - 5 times
the cost of keeping a current client relationship,
it’s clear that maintaining your hard-earned client
base is a matter of economic survival. Our client
retention contact program accomplishes this through
the following steps:
- Day of Initial Contact
On the day of initial contact, our team clearly
defines our goals with their mortgage transaction
and we direct them to this website. We also provide
them with, either in hard copy or via our site,
Fannie Mae's free home buying guides:
- Day of Loan Application
On the day of the initial loan consultation & a
signed application agreement, our team mails or
calls your client let them know that we appreciate
their business and look forward to a smooth closing.
- During Process
Your client receives a minimum 2 phone calls per
week regarding the loan's progress & necessary
documentation requirements. Within a day of
receiving the signed purchase agreement, a member of
our team will call your client to remind them that
they are our most important priority and that we
will take care of all the details. Included in this
call is a reminder of any documents we may need for
loan processing.
- Day of Loan Approval
As soon as we receive final written loan approval, a
member of our team will let your client know of the
loan approval, that they remain very important to
us, and that we appreciate their business and look
forward to a smooth closing. Of course, we continue
to be your best advocate.
- At Closing
At or just prior to closing, a member of our team
will review all settlement statements with your
client and upon request, review these statements
with you. As always, we will let your client know we
appreciate their business and hope that we can be of
continued service to them, their friends and family.
MOST IMPORTANTLY, WE WILL ADVOCATE YOUR FUTURE
SERVICES AS WELL!
- Newsletter Every Month
Client receives a copy of our e-mail newsletter,
detailing such topics as real estate, financial
planning, insurance strategies, income tax
reduction strategies, estate planning and wills
& trusts.
- Rate Watch Report Every Month
Client receives an e-mailed rate
watch report, detailing how much monthly savings
they would receive if they refinanced at today’s
current rates. To see a copy of a rate watch report:
Conclusion: Through our comprehensive program, the
client will receive valuable ongoing information &
will be contacted in useful, fun and unobtrusive
ways many times each calendar year. There is little
chance the client will forget who provided them with
their current real estate financing. Our Preferred
Providers like (you) benefit from this by
maintaining a relationship with a non-competing
professional (us), who will maintain the client
relationship, and who will continue to refer the
client back to you, thereby helping our Providers
like you grow their business & increase their
income.
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