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Financial Planner Follow-up Program |
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A series of 4 cards mailed annually for 3 years
This program is designed for the clients of Financial Planners to get an annual reminder to meet with you to review their portfolios. As a new client is entered into our system, we send the inital card, then cards are mailed annually for 3 years. |
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Mortgage Banker Home Buyer Follow-up |
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A series of 4 cards mailed annually for 3 years. The first card is mailed initially when client is signed up for the follow-up program, and then a card mailed annually for home anniversaries. |
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Mortgage Banker Refinance Follow Up |
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This is a three-year, four-card program for the Mortgage Brokers. The first card is mailed as soon as your client is signed up for the program, then the cards are mailed annually. Particularly designed for clients that have refinanced or mortgaged a home in which they do not live in. |
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Real Estate Buyer Follow-up Program |
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A series of 7 cards mailed over a period of 3 years:
Initial "Welcome" card
6 month after sale
1st anniversary
1 1/2 years after sale
2nd anniversary
2 1/2 years
3rd anniversary |
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Real Estate Seller Follow-up Program |
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This is a seven-card, three-year program for your clients who sold real estate. Cards are mailed on a six-month intervals. |
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Thank you for your referrals |
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This program is designed for anyone who continually gives you referrals and leads. The messages portray your appreciation for their confidence in your services. A series of 6 cards mailed bi-monthly for a 1 year program. |
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