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Client Retention Contact Program
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
2.
During Process – Client receives at least 2 phone
calls a week, regarding our progress & necessary documentation.
Client is reminded the importance of returning the necessary documentation
so there are no delays in the mortgage process.
4. At Closing – I personally attend all my closings, as schedule permits, to smooth out any closing situations and to congratulate the client with a gift certificate for their favorite restaurant. 5.
Major Financial News - When some kind of BIG news on the financial
front occurs, client will receive an email with specifics about the issues
at hand. (Click Here to see
a recent copy of our e-mail newsletter). 6. Other Important Information - I will personally email client about such topics as real estate, financial planning, insurance strategies, income tax reduction strategies, estate planning and wills & trusts or information on how much the client would save by lowering their rate with an ARM or refinancing. (Click Here to see a copy of a rate watch report; requires Adobe Reader). 7.
Every Quarter - Client receives a newsletter, 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. 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 Partners offer. 9.
Every Birthday & Holiday - Client receives a
personalized e-mail card and schedule permitting, I will personally call each
client on their Birthday and make sure they know we are here.
10. End of Mortgage Financing Year - Client can call me at anytime with year end questions as it relates to their mortgage or property taxes, etc. for tax purposes. |
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