That’s a question that many Mortgage Brokers using an in-house CRM program ask themselves when they’re considering a move to a different Brokerage.
The answer? In many cases your clients will stop hearing from you, and eventually they may find another Broker or Bank for their next Mortgage or to refer friends and family to.
When I was managing the CRM program at Invis from 2006-2008 we’d issue a refund for the unused portion of CRM, and the Broker would go on their way. They would be able to sign up for their new Brokerage’s in house CRM program, and if they left that brokerage they could sign up for their other new Brokerage’s CRM program.
But, as I’m sure you can image, all that setting up, learning new systems, and signing lots of new contracts get a bit tired after a while….so many Brokers didn’t do it.
And their clients didn’t hear from them.
And their clients eventually found a new Mortgage Broker or went straight to the Bank next time they needed your services.
Starting to see how this could affect your business?
If you want to consistently grow your business with repeat and referral business you need to stay in touch with clients, and regularly.
That’s why the Business Booster Mortgage CRM is designed to keep you in contact with your clients easily, affordably and consistently.
Over the span of a year your client will hear from you 8 times including:
- 2 mailed notecards
- 4 e-newsletters
- 2 phone calls
This powerful marketing mix of direct mail, email marketing and telephone calls can result in a 250% increase in response over traditional marketing programs that use just one type of contact.
So if you’re looking to grow your business, regardless of whether you switch Mortgage Brokerages during your career as a Mortgage Broker, the Business Booster Mortgage CRM is just the solution for you!
Email email@example.com to see samples & learn how the program works. It’s that easy!
“I recommend any new Mortgage Agent begin the Business Booster program and invest in their business the way I have. It is a great way to put referrals on auto pilot with targeted marketing to your database of past clients”
Drew Donaldson, Mortgage Agent: Verico Safebridge Financial Solutions
Want to learn more about the program and how it can grow your business? Email firstname.lastname@example.org to see samples & learn how the program works. It’s that easy!