Published on March 11, 2014
Company LOGO Your Partner for Success Presented by: Robert Ratimorszky
Agenda 1. Who We Are1. Who We Are 2. What We Do2. What We Do 3. Strategies and Vision3. Strategies and Vision 4. Referral Partnership4. Referral Partnership
OUR MISSION At (company name), we are dedicated to providing professional, honest and top quality service to individuals, families and corporations. We are committed to providing innovative and reliable products and services in an ever changing financial world. Our extensive experience and business ethics enable us to meet and exceed our clients expectations. We continually strive to be known as a company that exemplifies integrity, honesty, compassion and loyalty in all of our business relations.
Services Include • FHA Loans • Reverse Mortgages • Refinance • New Home Loans • Multiple funding options • Credit Repair • Debt Consolidation
Marketing Strategy #1 Mortgage Broker in Lake County, IL Advertising Name Recognition Customer Loyalty Relationship Marketing
Let’s Stay Together • Within 30 Days of Closing • Each client will receive a thank you card and will be asked for referrals if we met their expectations. • A post-close survey will be sent to each client to ensure that we are providing the best service around and correct any deficiencies. • Follow-up phone call will be made to answer any questions. • Quarterly • A Rate Watch Report will be sent to show the client how their mortgage is performing in the current marketplace. • Annually • Clients will have an Annual Equity Review completed for them. • A 12 month follow-up phone cal will be made to review the current mortgage plan and do any re-structuring necessary to help clients achieve their financial goals. • We will send a personalized birthday card to each client.
Annual Equity Review
Other Partnership Ideas • Open Houses • Community Events/Seminars • Co-Op Marketing
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