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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  

On the day of the initial loan consultation, it is our goal to provide the client with an automated loan approval.  Within the next several business days, client receives letter from Frank and package from my processor with all the necessary disclosures for the loan process.



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. 


3.  Day of Loan Approval As soon as we receive final written loan approval, our team will notify all parties.  If it is possible, at this time, we can look at the options of moving the closing up from the contract date.



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.


Conclusion:  With our program, the client will receive valuable weekly information & will be contacted numerous 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.



 Imperfect Credit?

For information regarding less-than-perfect credit issues, and how we can help those current & future homeowners, who have imperfect credit, regain a more traditional lending profile, Click Here.



 Client Testimonials

To read actual client testimonials, regarding the level of service we have provided in the past, Click Here.



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