Client Retention Program

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Solution One Mortgage

Phone: 304-744-2980
Fax: 304-744-7388

Client Retention Contact Program

Our Preferred Providers who have given us their trust by referring us their clients continue to benefit from exposure in our client retention contact program. With the cost of new client acquisition calculated at approximately 3 - 5 times the cost of keeping a current client relationship, it’s clear that maintaining your hard-earned client base is a matter of economic survival. Our client retention contact program accomplishes this through the following steps:

1. Day of Loan Application

On the day of the loan application, our team mails an introductory letter that clearly defines what we are all about and directs clients to this website. We also provide clients with Fannie Mae's free home buying guides, either in hard copy or via our site,:

...and Fannie Mae's underwriting guide:

Taking the Mystery out of Your Mortgage.

2. During Process

Client receives calls each week regarding the loan's progress & necessary documentation requirements.

Within a day of receiving the signed purchase agreement, our team mails your clients a “thank you” card to remind them that they are our most important priority and that we will take care of all the details.

3. Day of Loan Approval

As soon as we receive final written loan approval, our team mails out a Congratulatory letter to let our clients know that they have full loan approval, remain very important to us, that we appreciate their business and look forward to a smooth closing. The buyers agent, and selling agent also receive a letter updating them on the loans progress and ensuring the agents we will do all that is necessary to ensure a smooth closing.lients know that they have full loan approval, remain very important to us, and that we appreciate their business and look forward to a smooth closing.

4. At Closing

At closing, our team sends a thank you note to let the client know we appreciate their business and hope that we can be of continued service to them, their friends and family.

Additionally, just after closing, a copy of the client's appraisal and HUD-1 Settlement Statement will be sent to the client.

5. Every Week

Client receives a copy of our e-mail magazine, detailing such topics as real estate, financial planning, insurance strategies, income tax reduction strategies, estate planning and wills & trusts.

6. Once Every Quarter

Client receives an e-mailed rate watch report, detailing how much monthly savings they would receive if they refinanced at today’s current rates. To see a copy of a rate watch report:

Click Here for PDF Version
Click Here for HTML Version with report details

7. Annual Review

Client receives a yearly letter congratulating them on the anniversary of their loan, along with detailing the options they have if they refinance their home.

Conclusion

Through our comprehensive program, the client will receive valuable ongoing information & will be contacted in useful, fun and unobtrusive ways many times each calendar year. There is little chance the client will forget who provided them with their current real estate financing. Our Preferred Providers benefit from this by maintaining a relationship with a non-competing professional (us), who will maintain the client relationship, and who will continue to refer the client back to them for services available through them, thereby helping our Providers grow their business & increase their income.