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Retention Tools

Do your customers remember you after their loan has settled? An industry survey showed that more than 60% of clients did not remember their mortgage broker just 3 to 6 months after loan settlement.

Loankit keeps reminding your customers of your name, brand and contact details by providing them with tools and services relevant to all home loan customers.

The Loankit suite of customer tools keeps you top of mind with your clients and prospects by providing regular and relevant information, newsletters and tools. This ensures that whenever the topic of finance comes up with friends, family or colleagues, your customers will remember your name and can easily refer someone to you.

Some of the ways that Loankit reminds borrowers of your services include:

  • Regular newsletters that can be passed on to others who may be in need of your services
  • Homekit, our exclusive and free customer software, is provided to all customers and prospects. This FREE software gives them exclusive access to valuable mortgage management tools including a cash flow analysis of investment properties, budgeting software, tracking of their home loan and various mortgage calculators
All tools provided to clients have a mechanism that encourages them to refer new customers to you.


See our other tools in action:
» Sales Tools
» Broker Tools
» Referral Tools
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Customers for Life

  • Maximise sales and capitalise on referrals from existing customers.
  • Improve customer service
 
 

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