AccuRate Mortgage Express -Listing Agents Services

OVERVIEW OF OUR CLIENT RETENTION PROGRAM

As a result of our Preferred Partners and Client Retention Program, we currently have over $186,000,000 in Mortgages Under Management. Those partners have given us their trust by referring us their clients and they continue to benefit from exposure in our Client Retention 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 Program accomplishes this through the following steps:

1. Day of Initial Contact

On the day of initial contact, our team mails an introductory letter and we direct them to this website. We also provide them with, either in hard copy or via our site, Fannie Mae's free home buying guides:

...and Fannie Mae's underwriting guide:

Taking the Mystery out of Your Mortgage.

2. Day of Loan Application

On the day we take the loan application, our team mails your clients a warm “thank you" letter to let them know that we appreciate their business and look forward to a smooth closing. Included with the thank you letter is a $10, refillable, Starbucks credit card and your business cards.

3. During the Loan Process

Client receives weekly phone calls, letter and/or emails regarding the loan's progress and 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. Included with the thank you card is a free $10 BlockBuster Gift Card and your business card.

4. Day of Loan Approval (Purchase Transactions only)

As soon as we receive final written loan approval, our team delivers a an “All Star Box” of Sees Candy to the clients’ work place. Included is a “Congratulations Card” to let our “Super Stars know” know that they are very important to us and have full loan approval and that we appreciate their their business and we look forward to a smooth closing. Of course, the Realtors card is Included!

5. At Closing

As a token of our appreciation, client receives a certificate for a free introductory session with a Financial Planner or other Preferred Partner (depending on who was the original referring partner).

At closing, our team will also deliver a gourmet gift basket to your client’s new home with a thank you note to let them know we appreciate their business, and hope that we can be of continued service to them, their friends and family. The Realtor’s card is included with the basket.

6. Weekly Newsletter

Client receives a copy of our e-mail newsletter, detailing topics including real estate, financial planning, insurance strategies, income tax reduction strategies, estate planning and wills and trusts (Click Here to access our newsletter archive).

7. Monthly Rate Watch Report

Client receives a 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; requires Adobe Reader).

8. Every Quarter

Client receives a letter, to keep in touch, and making sure the client understands that we’re here to help, should they have any mortgage needs or Preferred Partner referral needs.

9. Every 6 months

Client receives a personal phone call, to check up on them & see how they’re doing, to find out if they have any questions or concerns, and to remind them of the services we and our Preferred Partners offer.

10. Every Birthday & Holiday

Client receives a personalized e-mail card.

11. End of Mortgage Financing Year

Client receives an additional copy of their closing statement for that year's mortgage financing transaction, to make sure they have these documents for tax deduction purposes.

Conclusion

Through our comprehensive Client Retention Program, the client will receive valuable ongoing information and 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, tax, legal financial and/or financing services. Our Preferred Partners 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 partners grow their business and increase their income.