Client Retention Contact Program

non-real estate professionals

Our Affinity Preferred Providers (financial planners, accountants, attorneys, insurance agents, etc), who have given us their trust by referring us their clients, continue to benefit from 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 maintaining your hard earned client base is a matter of economic survival.  The client retention contact program accomplishes this through the following 10 steps:

1.   Day of Loan Application  

2.   During Process – Within a day of receiving the "Go Ahead", our team mails your clients a “Congratulatory Letter” to remind them that they are our most important priority, and that they can relax as we take special care of all of the details.

	Included with the letter is a Blockbuster gift certificate and popcorn, or free movie passes; and once again, your business card.
Your clients receive frequent updates from my team, usually resulting in at least 2 phone calls each week regarding our progress, necessary documentation, the appraisal and closing status.

3.  Doc Signing – One of our mortgage professionals is at nearly every doc signing appointment.  We ensure that the HUD 1 is accurate, and answer any questions the client my have.    As a unique "We Care About You" touch, we also provide an “All Star" box of Sees Candy to the clients at the signing.  Included is a “Congratulations Card” to let our “Super Stars” know that they are very important to us, and that we appreciate their business.  Of course, the Professional's card is Included!

4.   At Closing – As soon as we receive closing confirmation, our team immediately notifies the client and delivers or mails a “Let's Celebrate" surprise, with a gift certificate to a nice restaurant, to the clients’ work place.    Included with the surprise is a thank you note to let them know we appreciate their business and hope that we can be of continued service to them, their friends and family.  The Realtor’s card is attached with the gift.   Also, as a token of our appreciation, client receives a certificate for a free introductory session with a Financial Planner or other Preferred Provider, such as a CPA (depending on who was the original referring Provider).

5   Every Week - 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 (Click Here to see a recent copy of our e-mail newsletter).

6.   First Day of Every Other 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 (Click Here to see a copy of a rate watch report; requires Adobe Reader).

7.   Every Quarter - Client receives a letter, to keep in touch, and making sure the client understands that we’re here to help, should they have any mortgage needs or Preferred Provider referral needs.

8.   Every 6 months - Client receives a personal phone call, to check up on them & see how they’re doing, to find out if they have any questions or concerns, and to remind them of the services we and our Preferred Providers offer.

9.   Every Birthday & Holiday - Client receives a phone call or personalized card.