Client Retention Contact Program

Our Affinity Preferred Providers, 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.  

	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 of the details.  Included with the thank you card are free movie passes and the Realtor’s business card.

3.  Day of Loan Approval As soon as we receive final written loan approval, our team delivers a an “All Star Box” of Sees Candy to the clients’ work place.  Included is a “Congratulations Card” to let our “Super Stars” know that they are very important to us and have full loan full approval and that we appreciate their business and we look forward to a smooth closing. Of course, the Realtors card is Included!

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 Provider (depending on who was the original referring provider). 

At closing, our team will also deliver a gourmet gift basket 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.   The Realtor’s card is included with the basket.

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 Provider 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 Providers 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.