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Clients for Life
Contact Program
1.
Day of Loan Application
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Each client is mailed a "handwritten
thank you note" from me with a gift certificate for
Starbucks. The client's information is entered into my
computer database where I use a variety of programs to track and
analyze your mortgage against current market conditions. |
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2.
During Process
Client receives phone calls, e-mails or
faxes (depending on their preference) each week regarding our
progress as well as other "value added" educational items relating to
their loan.
3. When You Buy Your Home
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After the loan
approval notification call from me or my assistant, our client is
mailed a "congratulations card" along with a delicious
box of cookies to let them know that we appreciate their
business and we look forward to a smooth closing. |
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4.
At Closing
As
a token of my appreciation our client receives a certificate for a
free introductory session with a Financial Planner or other Preferred
Professionals.
In addition, the clients
receives a complete closing package from me including a copy of their
appraisal, movie passes, and other items of value.
5.
Every Week After Closing
Client receives a copy of our e-mail
newsletter, detailing such topics as real estate, financial planning,
insurance strategies, income tax reduction strategies, estate planning
and wills and trusts
Click Here to see a recent copy of our e-mail newsletter.
6.
First Day of Every Other Month
Client receives an e-mailed Rate Watch
Report, detailing how much monthly savings they would receive
if they refinanced at today’s current rates
Click Here to see a copy of a rate watch report.
7.
Every Quarter
Client receives a "Know Howe" newsletter
in the mail to keep in touch and to make sure the client
understands that I am here to help should they have any mortgage needs.
8.
Annual Mortgage Review
Client receives a personal phone call
from me. I determine if the current mortgage strategy is still
in alignment with their goals. Have there been any changes in
their lives over the year that would change the mortgage?
9.
End of Mortgage Financing Year
Client receives a copy of their
closing statement (HUD-1) for that year's mortgage financing
transaction to make sure they have these documents for tax deduction
purposes and to give to their CPA
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