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Monthly Archives: January 2012
Keeping in Touch with Clients Post Transaction is Key to Customer Loyalty: Maritz Study
According to a recent Maritz study on how Mortgage Agents build a loyal book of business with Mortgage Clients the key is regular client contact. According to Maritz: Five years is a long time to wait between transactions, and it is a long … Continue reading
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Tagged Agent, Broker, CRM, marketing, mortgage, Mortgage Agent, mortgage CRM
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Are you missing out on the easiest way to grow your Mortgage Business?
Based on a recent survey, the answer is YES. In a Maritz study it was discovered that Mortgage Brokers and doing a good job (to the tune of 40% market share) of securing new Mortgage clients…but their efforts at retention … Continue reading