Your ‘Done for You’ Post Sales Marketing System 6

Give your clients something for nothing and add value wherever you can. Listen to their concerns, listen to what they are saying online and find solutions to match to their problems where you can, even if they are slightly outside the mortgage field. This not only positions you again as… Read more

Your ‘Done for You’ Post Sales Marketing System 5

Further retention tactics and tools to consider Content is and always will be king. Make sure you are regularly producing, sharing and commenting on great content which will help you both on the SEO front, but also allowing customers to spread the word for you. Use data you find on… Read more

Your ‘Done for You’ Post Sales Marketing System 4

Data driven growth If you can’t measure it, you can’t improve it!! Having data about your business performance at your fingertips is also key when it comes to knowing and, in turn, growing your client retention. Thanks to our partnership with AFG, we’re able to offer you use of a… Read more

Your ‘Done for You’ Post Sales Marketing System 3

AFG’s SMART program is now eight years old, and on average members on the program have experienced powerful results including increases in customer retention, and repeat business from existing customers as well as significant overall cumulative growth. As the graph below illustrates, on average AFG brokers on SMART are now… Read more

Your ‘Done for You’ Post Sales Marketing System 2

Mapping out your plan The first thing to do is to identify your strategy on what you’re looking to achieve in terms of retention growth. Next is to map out tactics to identify what actions you’ll undertake to achieve the aims set out in the strategy, your timeline, and finally… Read more

Your ‘Done for You’ Post Sales Marketing System 1

Ensuring you have a healthy pipeline of prospects that you are able to convert to active finance customers is of course critical to the growth of any mortgage business – but look behind the scenes of any successful mortgage broker and you’ll find that client retention is treated with the… Read more