Mortgage Marketing - Loyalty Programs and CRM

Automated Marketing - Overview

Foundation For Your Long-Term Success

Automated Programs maximize the retention of current clients and the revival of past clients. These pre-determined sequences of strategically timed marketing communications typically run for up to three years (or more) and can be extended at any time. The Turning Point’s experience over many years has demonstrated that a well-configured Automated Program lays the firmest possible foundation for long-term success – not only by generating a steady flow of referrals, repeat sales and cross-sales from a loyal audience, but also by ensuring maximum response to on-demand Custom Campaigns.

MACH3 offers a wide variety of gifts and specially designed marketing materials for mortgage professionals. You’re free to combine these into automated programs that best suit your style and budget. After that, it’s hands-free all the way since the rules-based MACH3 system does the work of production and fulfillment for you. Communications are available in English and Spanish and can, if you wish, include your Realtor or builder photo and contact details.

Automated Marketing - Retention Programs

Keep Your Customers Loyal And Your Pipeline Full

The cost of retaining a customer – and building their lasting loyalty – is far less than the cost of acquiring a brand new customer. In fact, recruiting a new customer can cost between six and eight times the cost of generating high-quality referrals and repeat sales from an existing customer. MACH3’s automated retention programs concentrate on activities that convert customer satisfaction into long-term loyalty and increased business. Programs with your own personal touch can easily be created from the following range of marketing materials professionally crafted to maximize customer loyalty, repeat business and referrals.

Thank You Card

Personalized high-quality tri-fold card featuring a tear-off referral reply device - mailed with a first-class postage stamp.

Closing gifts

Cookie House

Closing gift - filled with a delicious assortment of freshly baked cookies packed in an attractive "house" box - shipped via FedEx.

Celebration Calendar

Closing gift - perpetual calendar to keep track of annual events - birthdays, anniversaries, etc. - that's never out of date - eliminates the need to transfer annual information to a new calendar each year - mailed first-class.

Home Journal closing gift

Home Journal

Closing gift - comprehensive home journal full of practical information, hands-on worksheets and organizational features to keep track of every aspect of a home such as basic ownership information, maintenance records, renovations, improvements, interior design, project plans, garden planner and more - mailed first-class.

Address labels closing gift

Address Labels

Closing gift - 80 assorted personalized return address labels - mailed first-class.

Report for your Realtor®

Every month a personalized letter is sent to each of your Realtors® thanking them for their business and listing the prior month’s closings - a reminder that you are working together to generate referrals and repeat business - mailed first-class.

Customer Satisfaction Survey

Mailed one month after closing, this simple questionnaire’s main purpose is to build loyalty -
also introduces your other financial services and asks for immediate referrals - mailed with a first-class postage stamp.

Quarterly Newsletter

At 3-monthly intervals - 4-page newsletter Including real estate and mortgage related articles - mailed with a first-class postage stamp.

Quarterly Postcards

At 3-monthly intervals - personalized high-quality postcards - including your Realtor® or builder if you wish -
mailed with a first-class postage stamp.

QuarterlyTri-fold Cards

At 3-monthly intervals - personalized premium cards - including your Realtor® or builder if you wish -
mailed with a first-class postage stamp.

The tear-off reply card - pre-addressed for easy return to you - alternates between a personalized Priority Customer Referral and a Product Information Request listing your choice of cross-selling products.

Birthday Cards

There's no nicer way to tell your clients how important they are to you than to send them a personalized birthday card. There are different cards for the borrower and co-borrower. Inside both cards is a heartfelt birthday wish, with no sales component.

Thanksgiving Card

Personalized high-quality tri-fold greeting card featuring award-winning photography, loan officer signature and contact details. Mailed in mid-November with a first-class postage stamp. Inside greeting changes annually - example:

Thank you very much for your confidence
and loyalty. Best wishes for a
joyous Thanksgiving Day.

Season's Greetings Card

Personalized high-quality tri-fold Season’s Greetings card featuring loan officer signature and contact details. Mailed in early December with a first-class postage stamp. Inside greeting changes annually - example:

Wishing you a joyous holiday season

New Year Card

Personalized high-quality two-panel card featuring loan officer signature and contact details
- mailed with a first-class postage stamp. Inside greeting changes annually - example:

Best wishes for a happy, healthy
and successful New Year.

July 4th Card

Personalized high-quality two-panel card featuring loan officer signature and contact details
- mailed with a first-class postage stamp. Inside greeting changes annually - example:

Hope you are enjoying a great summer.
Happy Independence Day!

Automated Marketing - Personalization plus

Branded Marketing Postcards

Consistent branding is one of the major keys to effective marketing. We have designed all MACH3 communications to include highly personalized content reinforcing top-of-mind awareness. You have the choice of including your Realtor® or builder details - a valuable partnering tool. All communications come in Spanish as well as English.