Follow Your Customer Increase Business with “CRM”

Personal Professional Consistent Targeted Increase Business with “CRM”

Out of 5000 customers surveyed: 14% could not remember their loan officer’s name after 6 months. 28% could not remember their loan officer’s name after 12 months 67% could not remember their loan officer’s name after 2 years The statistics retrieved from David Satteriee article in the Mortgage Press.

Yearly Touches Customer Awareness 10% 20% 45% 90% CRM - Printing CRM – CRM – Phone Normal Contact CRM Builds Increased Revenue Increase Business with “CRM”

Over 600 written and graphically-designed marketing materials Increase Business with “CRM” Follow Your Customer Makes It Easy

PersonalProfessionalConsistentTargeted Increase Business with “CRM”

20 Loans 20 loans x 12 months 10% Increase in business = 24 Additional Loans 24 Loans x $4,200 = $100,800 Increase Gross Revenue Broker’s Increased Revenue using Follow Your Customer

Increase Business with “CRM”

Networking & Marketing Broker Increase Business with “CRM” AE get into new offices AE get more return for producing offices AE get business with the approved Broker that is not producing

Follow Your Customer