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.
To do this you must have a proposition that is attractive to them, so that you do not need to resort to expensive commission sharing arrangements.
The Loankit system delivers to mortgage brokers a selling proposition that places them in a unique position over other brokers to win the business of potential professional referrers.
How so? Just as you enjoy the benefits of retention and referrals by using the Loankit system, so can your referrers. Loankit allows you to create an Affiliate member. They can enter their customer base into Loankit without having access to the Mortgage Broking tools. Their clients can then receive the benefits of the Newsletter, Free Software and other value-add offers.
Simply enroll potential referrers as your affiliates into Loankit and referred customers will receive communications which are either co-branded or single branded depending on your agreement with the referrer.
Benefits to referrers includes:
- 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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