Benefit from the system’s built-in prompts, marketing campaigns and timely communications to stay in touch with your contacts. These informative and occasion-based communications are professional and polished. They include email and postcard programs, brochures, magazines and other marketing “touch” pieces. Customizable automated campaigns offer a variety of topics and content specifically targeted to:
Five-Year, 120-Automated-Touch-Point Marketing Campaigns:
- Loan Status on Active Clients & Third Parties
- Affinity Partners ( Builders, Financial Planners, CPAs, etc. )
- Closed Clients
These powerful tools help you attract and build trust with future clients. They maintain exposure with past clients for referrals and repeat business. And, they enable you to develop the most profitable relationships with other industry professionals and referral sources.