Loan Officer Marketing

Hassle-Free
Customer Retention
& Prospecting For
Loan Officers

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NEW! 10 Tips! How to Find, Recruit and Retain Top-Producing Loan Officers.

DOWNLOAD 10 TIPS!
Ensure future revenue from your database.
Retain customers

Retain Customers

Keep in touch with customers
automatically
No matter how busy you get,
personalized follow-up campaigns
are sent on your behalf

DO IT YOURSELF?

Generate Leads

Generate Leads

Mailings and emails generate
responses, referrals & testimonials
We email you when your
customers return to the market
or have a referral

SEE EXAMPLES

Increase Return

Increase Return

It’s cheaper to retain a customer
than to acquire a new one
Return $12, $20 or even
$40 for every $1 spent
on retaining a customer

LEARN MORE

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Get Started Today!
Which account best fits you?

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“THE BOTTOM LINE: Increasing customer retention rates by 5% increases profits by 25% to 95%.” The Economics of E-Loyalty, Frederick F. Reichheld and Phil Schefter, Harvard Business Review
CUSTOMER RETENTION SOLUTIONS

Retain Customers & Cross-Sell
Connections
Turn-key post-close system for mortgage lenders, banks, and credit unions. ½ direct mail, ½ email. Communicate with your customers using a proven successful schedule and your photo and logo. All leads are exclusive to you and emailed to you daily.
3-Year Customer Follow-up Program5-Year Customer Follow-up Program7-Year Customer Follow-up Program

Mortgage Customer Retention Program

Mortgage Marketing 5-Year Campaign Samples

Past Customers
ReConnect
Get back in touch with customers you closed 6+ months ago.
1-Year Real Estate Past Client Marketing Program2-Year Mortgage Past Customer Marketing Program3-Year Mortgage Past Customer Marketing Program
Mortgage Past Customer Marketing Program

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“Attracting new customers will cost your company 5 times more than an existing customer” – Alex Lawrence, Forbes.com
EMAIL MARKETING SOLUTIONS

Communicate Your Way
Do-it-yourself Email Blasts
Mortgage Email Marketing



Keep in touch and generate leads from your sphere of influence with easy email marketing.

Mortgage Email Marketing


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“Get closer than ever to your customers. So close that you tell them what they need well before they realize it themselves.” – Steve Jobs
PROSPECTING SOLUTIONS

Find New Borrowers
SurroundMail
Mortgage Postcards
Target the neighbors of your recent customers with eye-catching mailings. Our library of designs include QR Codes and personalized URLs for online lead generation. Free recyclable UV Coating!

Includes Postage

Win New Customers
TargetMail
Mortgage Direct Mail Marketing
Upload your prospect list or generate a list through our print and direct mail online products. Many geographic and demographic selections are available. Customize your mailing using a design from our gallery or upload your own. Free recyclable UV Coating!

Includes Postage

Leads & Feedback Generated
Mortgage Survey with Testimonials and ReferralsMortgage Online Survey with LeadsMortgage PURL Response with a New Customer LeadMortgage Response Card with Leads and Referrals

Mortgage Email with Lead Generation

Why Bother?
Return On Investment
  • Invest $500 in 10 Connections™ Programs
  • 4 additional customers return as a result of the program
  • 4 additional sales at…
    • – $1,500 commission / sale = $6,000; ROI = 12:1
    • – $2,500 commission / sale = $10,000; ROI = 20:1
    • – $5,000 commission / sale = $20,000; ROI = 40:1

Do it Yourself? Chances are Slim!
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Get Started Today!
Which account best fits you?

V SHOW DETAILS

V SHOW DETAILS

V SHOW DETAILS


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