Mortgage enterprises have a challenge when it comes to acquiring and retaining loyal, long-term customers. But with the right plan in place, customers will think of your business when it’s time to refer a friend, refinance their mortgage, or take out home equity financing. Home lenders can empower their loan officers with tools to build trust and stay top of mind, while servicers can employ tactics that make their customer relationships less transactional.
How can mortgage leaders develop an ongoing communications plan that creates growth opportunities? In this guide, you’ll get:
- A month-by-month list of themes for homeowner communications to provide loan officers with ideas or to use as part of your servicing touchpoints
- Seasonal email and social media templates to use during five key homeownership months, so you know exactly what to say and when to say it
- Additional tips on how to fill your communications calendar and add value to borrower relationships