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Client Retention Contact Program
Our
Realtor 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.
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 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 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.
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. |
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Copyright © 2002 1st Quest Mortgage, Inc.