A RESOURCE YOU NEED TO INCREASE YOUR CLIENT EXPERIENCE AND SECURE REPEAT BUSINESS
Get your winning edge
Innovating a necessary relationship
By utilizing the latest Automation and AI technologies, we have revolutionized the old Lender/Insurance Agent relationship. Old Lender/Agent relationships may have been verbally good. Still, they stopped abruptly after the closing date, leaving the client in the dark. Aside from lack of ongoing client experience, Lenders had no consistent way of referring to Agents built into their process. Likewise, Insurance Agents had no way of using data and technology to help Lenders close the back door, with saving a prior client’s new loan needs. We have solved that problem by going beyond and assisting lenders in maintaining their client relationships and growing their business.
Key benefits of partnership
How We help
Close The Back Door
Keep the business that you have already earned!
You have worked hard to get new clients, and you already have most of their information. Don’t leave the door open and lose a Refinance or New Purchase Loan. We slam your back door closed by informing you the minute a mortgage change is requested for your clients.
Get the referrals you deserve.
You know client referrals are most profitable, and that they have the highest close rate. The problem is, you probably don’t have a good process for asking, or you are just too busy, and forget to ask. Of course, you are already getting some referrals, but we can help you get the ones that fall through the cracks. We are effective in our process of asking, on your behalf, and it’s easy for us to create a “team feeling”, in an effort to bring awareness to you. People want to help people who helped them!
Grow Your Business
Get Zillow, Yelp, or Google My Business Reviews.
During our new client onboarding, we elegantly work with your clients to get you reviews on your platform of choice. Over time, online reviews become a powerhouse of new opportunities and significantly impact your new client acquisition. We typically find that your competition isn’t doing anything substantial, which makes it easy for us to get you front and center.
Stay Top of Mind
Stand out among the competition.
You have already done the work to build up your network, now it’s time to reap what you have sown. Our automation is optimized in probable timing with relevant content to keep you top of your client’s mind. So, when they become in need of a new loan, you are their first thought and we make sure that they always have your contact information.
How it works
WHY IS THIS RELATIONSHIP NECESSARY?
Lenders and the Insurance Agents are both under attack by direct markets (National Lenders) and big partnerships (Insurance Companies). The presence of direct markets is going to increase, and big partnerships are getting stronger. The direct markets are continuously spending more on marketing, and big partnerships are sharing our client’s data, then using it against us to steal our client’s reoccurring business. This results in a significant loss of our income.
Direct markets and big partnerships are getting better at persuading the consumer that their service is easier, and will save them time and money. It’s very compelling, as we all want that, don’t we? But what’s missing? The very thing that creates the ability to save our clients time and money: Market Choice and Professional Advice. Combining Market Choice with Professional Advice is how clients discover our true value. A relationship built on trust, and reinforced over time, is where our reoccurring business and referrals are born.
By working together and combining effective technology, we change the direction that has been set for our demise. Now, we set our own direction and deliver an unforgettable client experience, creating relationships that grow over time. We keep the reoccurring business that we have already earned and enjoy abundant client referrals. Are you ready?