1. What is a RateWatch® Report?

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On a monthly basis, we consistently and successfully implement, execute and manage our clients' RateWatch® Campaigns. Every month we undertake these numerous, time consuming steps, so you don't have to:

PART 1 - Production and Mail Fulfillment

--1. Format your past client (borrowers) data after you email it to us ------------------------------------------------------------------------------------2. Set up custom fields with your company information, loan programs and rates ---------------------------------------------------------------3. Run RateWatch® reports/analysis -------------------------------------- ---------------------------------------------------------------------------------------4. Print the reports on high quality, laser paper to make you look even more professional ------        --------------------------------------5. Using your supplied photograph and company logo, produce high quality RateWatch® cover pages and  -        ---------------------accompanying "How to Read Your RateWatch® Report" pages- -----------------------------------------------------------------------------------6. Print the cover pages and "How to Read Your RateWatch® Report" pages --------         --------------------------------------------------- 7. Tri-fold all 3 pages together ----------------------------------------------------------------------------------------------------------------------------------------8. Insert into attractive, attention grabbing color windowed envelopes ---------------------------------------------------------------------------------9. Seal envelopes ------------------------------------------------------------------------------------------------------------------------------------------------------10. Affix real postage stamps (no metered stamp) ----------------------------------------------------------------------------------------------------------11. Deliver envelopes to U.S. Post Office for 1^st Class mailing

Part 2 - The Personal Assistant

When past clients want to contact you, they dial a special coded telephone number dedicated only to your account. Your name and phone number are prominently displayed on all of your RateWatch® reports and cover pages. This coded phone number (provided by us at no extra charge) connects to a sophisticated voicemail system personalized by you with a friendly, custom greeting. Our staff is electronically notified as soon as your client or referral leaves a voicemail. We track and return all phone calls to your clients and introduce ourselves as your "personal assistant." We introduce ourselves as the "Client Services Department" when we are retained by owners and branch managers. After a very brief conversation we then email their request directly to you. We follow up with a phone call to you as well like a great personal assistant should. We'll even try to snag you a referral.

More conversations = more LoanNOW™ opportunities, profits, and referrals

Part 3 - Tracking System & Measured Results

Annually, we produce and provide a ROI report detailing total fees paid for services as well as the total number of clients we retained and referred to you. Your special coded telephone number is the key to measuring your ROI. At any time, you can request a detailed, real-time “Borrower Call Log” from our support department

Together we can quantify, dollarize and determine the effectiveness of your RateWatch® Campaign.

  5. What is the cost?

  6. How much time and effort do I need to put in?

  7. What results should I expect by sending a monthly RateWatch® Campaign?

  8. How do you track my ROI?

  9. Do I have to sign a long term agreement?

10. Can my RateWatch® reports be emailed to my database?

11. What forms of payment do you accept?

12. What information about my past clients to I need to provide?

13. Do I have to pay for postage?

14. How do I get my past client data to you?

15. Can I have my past clients call me directly?

16. How do I update rates and/or loan programs on my RateWatch® reports?

17. How do I cancel service with The Retention Department?

18. I want to sign up.  How do I start service with The Retention Department?

19. When will my RateWatch® reports be mailed out to my past clients?

20. Is The Retention Department affiliated with Mortgage Coach®?