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Marketing toolkit for mortgage brokers

Combat the mortgage industry’s biggest problem — customer retention

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Our free marketing toolkit provides flexible templates to help you connect with your clients with content they’ll engage with while keeping you top of mind.

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80%    

of all homebuyers use a different lender on their second home purchase or  other equity products

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25 - 95%  

a simple 5% increase in your customer retention can boost profits by 25 to  95%

Boost customer loyalty with savvy marketing and engaging communications    

The mortgage industry struggles with low retention rates, with over 80% of  customers choosing a different originator for their next mortgage product.  However, improving client retention by just 5% can increase profitability by 25-95%, according to a STRATMOR study.    

How can you turn transactional client relationships into long-lasting ones?  Through consistent, relevant communication throughout the homebuying journey.

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