Getting the most our of past client relationships is the basis for growth, leverage, and an building an ongoing residule income as a loan officer. And building that relationship through value-added services is the key standing out. Instead of sending your clients a flyer or newsletter, use the Mortgage Coach RateWatch system to send them something they can use – specific timely information about how their current loan compares to the market place. Once you send it, you will start getting calls…
- Utilizing your current client database, the RatchWatch system allows you to produce a detailed comparison of your clients current mortgage with the programs available today.
- Select clients and recommendations based on flexible selection criteria
- Clients see current loan information and current payment
- Set up recommendations based on parameters you select
- Show multiple loan programs – present all the options to the client so they can see current rates on many different programs
- Show possible Payment Difference from their current loan to your recommended loan
- Include the Freedom Point Analysis that will help the client see when they will be debt free