3 Keys to Building a Potential Customer List

Potential customers are the lifeblood of any small business, and if you’re not growing that means you’re slowing down. Understanding how to build a potential customer list can help keep new clients and consumers coming in the door. While learning how to build a potential customer list isn’t always easy, it is something every business […]

Managing Centralized Marketing Systems at the Enterprise Level

When it comes to protecting your brand, meeting approval of compliance (if necessary) and maintaining a cohesive image, centralized marketing is the only option. With it, you ensure a consistent message is sent from all locations. The biggest pitfall of centralized marketing systems is that decision makers are often out of touch with people on the […]

Setting up a Customer Tracking System for Loan Officers

Do you currently use a customer tracking system for your loan officers? By tracking your past customers, you can turn them into repeat customers or a good source of referrals. What Is a Customer Tracking System? In the mortgage industry, your current customers could become new clients as they move from one home to another. Previous customers […]

Setting Up Your Contractor Customer Retention Program

When it comes to your business, you already know that you do an excellent job servicing your customers.  If you didn’t, you wouldn’t be in business.  Great contractors, however, tend to fall into a trap of thinking that their great service automatically affords them return business.  Unfortunately, this isn’t necessarily the case, because your customers […]

Why Automated Marketing for Loan Officers Works

The purpose of marketing is to generate leads to possible customers. Because the time between mortgage loans can sometimes span years, you need to stay fresh in the minds of both past and potential customers, and at the same time differentiate yourself from the competition in a positive way. That’s why automated marketing for loan […]

3 Reasons for Agents to Send out Just Listed Postcards

After giving yourself a well-deserved pat on the back for securing your latest listing, the next step should be to immediately send out your “Just Listed” postcards. Some agents question if they’re still worth the trouble of sending, and the answer is a resounding yes! Just Listed postcards are an effective and economical way to […]

Finding the Right Compliant Marketing Programs For Your Industry

Success requires you be open to change and able to adapt quickly to changes in regulations and in the market. If your industry requires compliant marketing programs, look for those that allow you to control everything that’s sent out in your brand from a corporate level. Here are a few tips for enterprises to remain […]