Referral Tools
To grow your mortgage broking business you need to receive referrals not just from your customers but also develop a network of professionals who refer their clients to you. The LoanKit suite of Referrer Tools help you to attract, nurture and retain your referrer partners. Whether you operate with a commission split or as trusted business partners, LoanKit makes building your referrer relationships easy.
LoanKit gives you the option of creating an Affiliate member login for referrers. Whilst this allows them to quickly make referrals and keep up to date on the status of these clients it limits their access to ensure Client Privacy and confidentiality are maintained.
Benefits to referrers include:
- Improved customer retention via regular communication to their clients (via newsletters)
- Broader service offering with value add tools such as Homekit, the free customer software
- Reciprocity of leads as your combined clients can be made aware of the services offered by both professionals
- Added mortgage services to the repertoire of services already provided to their clients
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