Proactive Sales Campaigns
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Proactively solicit your clients for
additional add-on business
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Proactive Sales Campaigns
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Proactively solicit your clients for
additional add-on business
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Proactive Sales = More Business
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Add-on Sales Opportunities with Past Clients
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How often do you sell your client a second, third, or fourth product? We don't mean refinancing their existing mortgage - that's expected. We meaning truly selling them a whole other product...capturing their investment property, vacation home, new home, or HELOC business.
The vast majority of loan officers simply let this add-on business slip through their fingers.
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Proactive Sale Campaigns
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We create additional sales opportunities for you by sending specific, proactive sales offers that tell customers how you can help them with additional opportunities. The data in the client record can help us target specific product offers to specific client segments.
Additional 1st Mortgages for:
* Investment property
* Vacation home
* Second home
* College-town condo
* Larger or smaller home
* Reverse mortgage
Additional 2nd Mortgages (HELOC or fixed) for:
* Debt consolidation
* Remodeling
* RV or boat
* College financing |
Data Segmentation
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We manage the database so you do not need to become an expert on software and database queries. For every campaign, we sort and segment your client list for the best possible targeting of the sales campaign and best sales results.
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