March 10, 2021 | By RGR Marketing Blog

Mortgage Referral Marketing: 5 Tips for Staying in Touch With Mortgage Clients

buy Mortgage LeadsIn many ways, mortgage companies live or die by how well their loan officers keep in contact with prospects and clients. Even after a sale is complete, it remains imperative to stay in contact with clients because it keeps your company fresh in their minds. If done successfully, when past clients have future mortgage needs or know someone who needs a reliable loan officer, then your name will be the first to come to mind because you kept the lines of communication open.

Here are five tips that will help you stay in touch with mortgage clients so that when they’re ready to refinance, purchase their next house, or share a referral, you’ll be the one they call.

#1: Schedule Reminders

When you’re dealing with new clients, it can be too easy to lose track of past ones. This is where keeping a digital calendar and scheduling reminders helps so much. Scheduling reminders, like client birthdays and anniversaries, will help you consistently nurture those relationships over the long term. Sending a quick email or personalized video message will go a long way in the hearts and minds of your past clients.

#2: Show Appreciation for Referrals

When past clients send a referral your way, make sure you show your appreciation after the sale is completed. You can send a simple thank you note or something more extravagant, like a fruit basket or gift card to a local restaurant. Knowing that you deeply appreciate their referral will improve the chances of them doing it again in the future.

#3: Create a Digital Newsletter

An e-newsletter is an effective marketing tool when it’s used properly. Just be sure to include helpful information in every issue. For instance, including things like DIY home maintenance tips, seasonal reminders, and credit-building information will help increase your e-newsletter’s open rate and have readers looking forward to future issues.

#4: Personalize Your Email Messages

Every client wants to feel as if they are your number one priority. One of the best ways to help a client feel this way is to take a more personal approach to your email messages. Refer to them by their first name in all your messages, so they feel as if you’re speaking directly to them. It’s a subtle change, but one that can really work.

#5: Reach Out With Important Updates

Your past clients might be interested in refinancing when the rate drops to record lows, but you might not know they’re interested if you don’t reach out to them first. Whenever something important happens in the mortgage industry that might possibly benefit your clients, reach out to them and let them know about it. Let them know if they’re interested in something, you are there and ready to help them.

Build Your Contact List with Verified Mortgage Leads from RGR Marketing

RGR Marketing has over 20 years of experience helping mortgage officers fill their contact lists with targeted, verified mortgage leads. We use our proprietary technology to help us compile your list with actionable leads that best match your target demographic. And the leads we provide only include those who have showed recent increased interest in obtaining a mortgage product, thus making your job of nurturing them that much easier.

If you are looking to increase your sales results in 2021, then contact RGR Marketing today. Our mortgage leads make the difference.

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