Relationship and Referral Campaigns
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Stay top of mind for
referrals and repeat business
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Relationship and Referral Campaigns
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Stay top of mind for
referrals and repeat business
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Name Recognition = Client Loyalty
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Monthly Name Recognition Campaigns
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We send out monthly communications to ALL your past clients. This keeps you top of mind with your clients. Consistent communication sets the stage for proactive sales campaigns for add-on business and loan status alerts for repeat business. Not to mention all the opportunities to regularly ask for referrals.
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Personalized for Every Loan Officer
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We have 21 personalization points and we include complete personalization of all sales materials in our service. Personalization includes:
* Company logo
* Company name and address or branch address or DBA
* Full color templates for email, letters, newsletters, and postcards
For every loan officer, we include:
* Picture
* Signature
* Contact information, including email, website, and cell phone
* Personal postscript |
Consistent Cycle
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We maintain a consistent cycle of campaigns that varies with the season and the month. We use:
* Newsletters
* Postcards
* Client letters
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Professional Image
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All of our campaigns and content are tested to ensure they create a positive professional image. You will be clearly differentiated from your competition.
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