Client Retention Program

Client Retention Contact Program

Our Preferred Providers who have given us their trust by referring us their clients continue to benefit from exposure in 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 that maintaining your hard-earned client base is a matter of economic survival. Our client retention contact program accomplishes this through the following 11 steps:

1. Day of Initial Contact

On the day of initial contact, our team mails an introductory letter that clearly defines what we are all about and we direct them to this website. We also provide them with, either in hard copy or via our site, Fannie Mae's free home buying guides:

...and Fannie Mae's underwriting guide:

Taking the Mystery out of Your Mortgage.

2. Day of Loan Application

On the day of the initial loan consultation & a signed application agreement, our team mails your clients a “thank you" card to let them know that we appreciate their business and look forward to a smooth closing. Included with the thank you card are free Coffee certificates and your professional business card.

3. During Process

Client receives at least 2 phone calls per week regarding the loan's progress & necessary documentation requirements.

Within a day of receiving the signed purchase agreement, our team mails your clients a “thank you” card to remind them that they are our most important priority and that we will take care of all the details.

Included with the thank you card are free movie passes and your professional business card.

4. Day of Loan Approval

As soon as we receive final written loan approval, our team delivers a festive box of Candy to the clients’ work place(s)/home. Included is a “Congratulations Card” to let our clients know that they have full loan approval, remain very important to us, and that we appreciate their business and look forward to a smooth closing. Of course, your business cards are included.

5. At Closing

At closing, our team will deliver a beautiful plant to your client’s new home 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. Your professional business card is included with the basket.

Additionally, just after closing, a copy of the client's appraisal and HUD-1 Settlement Statement will be sent to the client and the client's Tax Professional will receive a copy of the HUD-1 for that year's tax preparation purposes.

6. 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 sample of our e-mail newsletter).

7. 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. To see a copy of a rate watch report:

Click Here for PDF Version

Click Here for HTML Version with report details

Conclusion: Through our comprehensive program, the client will receive valuable ongoing information & will be contacted in useful, fun and unobtrusive ways many times each calendar year. There is little chance the client will forget who provided them with their current real estate financing. Our Preferred Providers 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 Providers grow their business & increase their income.