Our Affinity
Preferred Partners, 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
Client is
mailed a
"
Thank You"
card.
2.
During Process
Client receives at least a
weekly update regarding loan
progress & necessary
documentation required to
reach desired settlement date.
3.
Day of Loan Approval
Client receives congratulatory
telephone call informing of
final loan approval.
4.
At Closing
As a token of our
appreciation, client receives
a certificate for a free
introductory session with a
Financial Planner or other
Preferred Partner (depending
on who was the original
referring partner).
5.
Every Week
Client receives
a monthly
newsletter, detailing such
topics as real estate,
financial planning, insurance
strategies, income tax
reduction strategies, estate
planning and wills & trusts.
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, post card or other
contact to keep in touch, and
to ensure the client
understands that we’re here to
help, should they have any
mortgage needs or Preferred
Partner referral needs.
8.
Every 6 months
Client receives
a personal phone call or
letter, 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 Partners offer.
9.
Birthday & Holiday
Client receives
a personalized e-mail card.
10.
End of Mortgage Financing Year
Client receives an additional
copy of their closing
statement for that year's
mortgage financing
transaction, to make sure they
have these documents for tax
deduction purposes.
Conclusion:
With our
program, the client will
receive valuable weekly
information & will be
contacted at least 70 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 our
partner grow their business &
increase their income.
Back To Top
