Customer Retention
Marketing System
Powered by The Turning Point®: the experts in Customer Relationship Management


Retain your current clients. Revive your past clients. Make more money ... with less effort!


Retain Your Current Clients
This fully automated 3-year retention system (extendable indefinitely) creates loyal customers for life,
generates high-quality referrals, cross-sells your full range of services and grows Realtor® and builder relationships.

Thank You Card and optional Closing Gift
®At closing a personalized, high-quality Thank You card is mailed to your borrower in an envelope with a first-class postage stamp. As an optional extra you can add an attractive closing gift.

Quarterly Greeting Cards
®Every three months after closing a personalized, high-quality card is sent to your borrower - including the Realtor®s name, photo and contact details or builder contact details - mailed with a first-class postage stamp.

Season’s Greetings Card
®Every December your borrower receives a personalized, high-quality greeting card mailed in an envelope with a first-class postage stamp.

Monthly report for your Realtor®
®Every month a personalized letter is sent to each of your Realtors® thanking them for their business and listing the prior month’s closings. This serves as a reminder that you are working together to generate referrals and repeat business.

Program Enhancements
®Powerful optional extras that add a fresh dimension to your marketing program:®
     Customer Satisfaction Survey
     Amortization Schedule
     Birthday Card
     Thanksgiving Card
     New Year Card
     July 4th Card




Your program includes access to an impressive array of easy-to-use online tools for managing your database,
creating custom campaigns, analyzing your production and monitoring your marketing activity.



A brilliant way to develop your Realtor® business. This customized presentation gives you an immediate edge
by highlighting the special benefits of working with you!


Revive Your Past Clients
Using the same automated system, you can revive relationships with past clients that may have gone cool since closing the loan.
Every one of these clients can become a rich source of repeat business and high-quality referrals.
Includes five personalized communications per year. Billed on a Pay-As-You-Mail basis.



You close the loan. Let the system do the rest.

 

Season's Greetings Card Monthly Report for your Realtor Thank You Card and optional closing gift Quarterly Greeting Cards