Your Database is Full of Opportunity
Staying in touch with your current and past customers is a great way to help ensure future business growth. Your database is full of important client details and information, and knowing this can help you stay ahead of the opportunities they reveal.
You may be able to save your client money by helping them with a refinance, or they may have just listed their home for sale. They may have just moved or they could have an upcoming birthday or anniversary of a previous loan. All of these insights can help you stay connected and maintain the relationship that you’ve built with your clients, and in turn, can provide you with business down the road.
Customer retention in the mortgage industry has typically been low. Yet retaining customers has been proven to be less expensive than getting new ones. With Unify’s sales opportunity management software, you can stay ahead of the curve.
Automated Event Driven Marketing
Loan Anniversary Alerts