KEEPING CUSTOMERS FOR LIFE

So now you have made a great first impression, won the customer over and taken their loan application. Now how do you keep them as customers for life?

  • Be responsive and proactive throughout the loan process. Make sure everything goes as smoothly as possible and most importantly return their phone calls promptly.
  • Contact them both right before their closing and right after the closing. Address any last minute questions, as well as get feedback and answer questions once the loan is closed.
  • Continue your contact with them through the Media Center and annual "financial checkups."
  • Most of all return their calls promptly. This is the basic ingredient of customer service and client retention before and after the sale!