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As a result of our Preferred Partners and Clients for Life Program, we currently have over $186,000,000 in Mortgages Under Management. Those partners have given us their trust by referring us their clients and they continue to benefit from exposure in our Clients for Life 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 Clients for Life Program accomplishes this through the following steps:
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1. Day of Initial Contract
On the day of initial contact, our team mails an introductory letter 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.
2. Day of Loan Application
On the day we take the loan application, our team mails your clients a handwritten “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 two $5, refillable, Starbucks credit cards and your business cards.
3. During the Loan Process
Client receives weekly phone calls regarding the loan's progress and 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 business card.
4. Day of Loan Approval (Purchase Transactions Only
As soon as we receive final written loan approval, our team delivers a festive box of Candy to the clients’ work place. 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 plant.
Effective February 1, 2003 we will provide the client with a SECURE "We've Moved" Home Page on our website which will include an optional photograph of their home and family as well as their new contact information. The "We've Moved" page will include links to the Realtor's website or contact information in addition to testimonials and referral requests.
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. Weekly Newsletter
Client receives a copy of our e-mail newsletter, detailing topics including real estate, financial planning, insurance strategies, income tax reduction strategies, estate planning and wills and trusts.
Conclusion
Through our comprehensive Clients for Life Program, the client will receive valuable ongoing information and 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 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 partners grow their business and increase their income.
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Clients for Life