Client Retention Contact Program

Our Preferred Partners 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 is clear that maintaining your hard earned client base is a matter of economic survival. The client retention contact program accomplishes this with the following steps:

• Day of Loan Application: On the day of the initial loan consultation and a signed application agreement, we give our clients a gift basket and the Preferred Partner's business card.

• During Process: Client receives at least 1 phone call a week in addition to regular account update emails.

• Day of Loan Approval: As soon as we receive final written loan approval, our team sends them a congratulations letter with a gift certificate. Of course, the Preferred Partner's card is included!

• At Closing: As a token of our appreciation, clients receives a gourmet gift basket with 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 professional partner's card is included with the basket as a way of generating direct referrals for you from the clients and their friends and family.

• 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 Partner referral needs.

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

• Every Birthday & Major Holiday: Client receives a personalized greeting card with your and our business card.

Conclusion: With our program, the client will receive valuable weekly information & will be contacted at least 40 times each calendar year. There is little chance the client will forget who provided them with their current real estate financing. Our Preferred Partners 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 them for services available through them, thereby helping you grow your business & increase your income.