The Retention Department


Generate Customer Loyalty: RateWatch® Report + A Personal Assistant
+ ROI Tracking and Measuring
= More LoanNOW® Opportunities, More Profits,
Commissions and Referrals
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Guaranteed.

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The RateWatch® report keeps your name or company's name and product lines at the forefront of the minds of your clients month after month. RateWatch® reports, which look similar to actual home loan statements, compares customers' monthly payments to the current market and reinforces the value you bring to the table. Not only do you help a client select the best loan structure, you proactively manage their loan every month.
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WHAT WE DO AND DO NOT DO
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Simply put, our company, The Retention Department lets loan originators utilize their precious and valuable time effectively and efficiently. Our service translates into mortgage specialists retaining clients, creating more loan opportunities and capturing additional referrals. The Retention Department is dedicated to maximizing your potential as a salesperson or company owner. We are not your typical "lead generation" company. We do not send lackluster birthday or greeting cards. Nor do we send out generic, soon to be "in the trash" newsletters or postcards.

We Will: Create a monthly, personalized RateWatch® report for each of your customers using your past client data. Mail that report to them in a colorful eye-catching envelope. Provide a phone number dedicated only to you or your company, where clients can contact The Retention Department via a quick notification voicemail system. Respond quickly and personally to their message as your personal assistant or client services department. Record what your client is interested in and ask if they know another homeowner who might like to receive a free monthly RateWatch® report. Send you an email telling you exactly what their request is then follow up with a phone call to you. Track all of the calls and send an annual report that records how much capital you've invested in your RateWatch® Campaign and the number of calls that we generated (Return On Investment.)

*Sending RateWatch® monthly and consistently helped me win 48 transactions last year totaling $9.2 million in personal production and valued at more than $135,000 in commissionable revenue.*
- Don Rivers, Star Mortgage
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HOW WE DO IT - STEPS TO YOUR SUCCESS
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The Retention Department is fully automated and, simultaneously, personalized. We are the nation's first company offering the RateWatch® Campaign service to mortgage professionals in this manner.
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After contracting with us we will ask you to give us some essential information regarding each of your clients. Note - we pledge that we will not sell this information to anyone. We will not compromise your client's confidentiality or your exclusive connection with them.
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We will customize each RateWatch® report so that is specifically relates to each of your clients and we will send it out monthly to your mailing list via USPS 1^st Class Mail. We use real postage stamps - no generic bulk, metered look. This means that undeliverable pieces are returned directly to us for immediate updating of your database, which in turn instantly updates your outbound communications.
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The mailing, which will be placed in a colorful envelope, is designed and already proven by several of the nation's top originators to capture a client's attention and invoke them to contact you - not your competition.


CLICK HERE to see how your competition is stealing your past clients and future referrals.


Inside, each client will discover: A cover page Their personalized RateWatch® report A "How To Read Your RateWatch® Report" page Click Here to View


Both the cover page and RateWatch® report will include a special, coded telephone number linking your borrower to you through our Return On Investment (ROI) tracking system.
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When The Retention Department receives a phone call from your clients, our staff will return it quickly and, acting as your personal assistant or client services department, offer a dialogue devoted to capturing facts regarding the customer's request. To help snag you a referral, we will also ask the consumer if they know another homeowner who might like to receive a complimentary, personalized RateWatch® analysis report.
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We will then email all pertinent information to you concerning your client's request and any referral they may have given us. In this way, The Retention Department is able to create and extend a personal connection between you and your customer.
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BENEFITS
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The benefits of using The Retention Department are numerous.
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You provide a free monthly service to each client - the RateWatch® report, which is an individually tailored analysis of each customer's current mortgage situation. In the report, homeowners receive an outline of 5 new loan options designed to save them money, lessen their payments or payoff their mortgage more quickly. With this service, you have the opportunity to cultivate more loans today and earn more money from an already established client base. You'll earn the reputation as a mortgage professional who is concerned about service (managing mortgages) and saving clients' money - not just selling rate and fees You can concentrate on earning hundreds of dollars per hour rather than performing administrative work. With The Retention Department, you’ll have your own personal assistant, ready to callback clients who want your service. We'll then contact you with the information you'll need to seal the deal. New leads—when we speak with one of your current customers, we’ll ask them if they know a homeowner who would like a free, monthly RateWatch® analysis report. We will track all calls and present you with an annual report devoted to showing you your Return On Investment (ROI) and the results of our service. We offer On Demand assistance; within 48 hours, we can generate a new RateWatch® report for each of your clients. When market conditions fluctuate suddenly, we provide your customers with a golden opportunity to refinance. You don't have to wait until the end of the month to tell them. The Retention Department reinforces your image as a trustworthy, mortgage professional. More "cause driven" LoanNOW® opportunities - most, if not all, of our clients need loans today, not next month. We get you on the phone with more people who want to talk loans with you. Our service allows you to literally go head-to-head with the big loan servicing companies who are already in the process of stealing your hard earned clients. A substantial increase in personal earnings you can bank on. Increase your past client pull-through ratio and experience nearly 25% more repeat business
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COMPARE US
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OUR FEES
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Option 1: RateWatch® reports printed in black and white ink: Quantity Cost Per RateWatch® Per Month 50-999 $1.49 (Test Drive Pricing) 1000+ Call for Discount Pricing (877) 491-7839 Ext. 1 Option 2: RateWatch® reports printed in full color ink for maximum impact: Quantity Cost Per RateWatch® Per Month 50-999 $2.49 (Standard Pricing) 1000+ Call for Discount Pricing (877) 491-7839 Ext. 1 Option 3: Retention Department Lite™ Production and Mailing Only. Free database scrubbing included. Phone calls come directly to you. Personal assistant and ROI tracking not included RateWatch® reports printed in black and white ink: Quantity Cost Per RateWatch® Per Month 50+ $.99 (Save 33% over Test Drive Pricing)
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THE BOTTOM LINE
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How many customers do you retain? Do you have the time and energy to consistently provide a monthly, personalized analysis of every one of your former clients' home loans? When they refinance are they calling you or one of the big mortgage companies servicing their loans?
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SAD BUT TRUE: The big boys (Countrywide, Wells Fargo, Chase) are stealing your clients. That's why they pay such large SRP's (servicing release premiums)...and 80% of borrowers end up going with whomever they are making their payments to.
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You have already established a base that can provide you with a lucrative return - former customers. They are your greatest, untapped resource and someone with whom you already have a relationship. You've helped them structure their loan, repositioned their equity, or consolidated their non-preferred debt once and that means that you can do it again...and again...
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So, don't wait, contact The Retention Department today and stop losing clients... start retaining them. CLICK HERE to cultivate more loans and earn more money. With The Retention Department you won't do the grunt work, but you will see stellar results and reap the benefits.

Next Steps...