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My Client Care Package

Do you really know what you are being paid?

  • 1 hour 30 minutes
  • 1,290 Australian dollars
  • Online

Service Description

Over the past 15 years Finware has watched our clients with a strong client care process grow and prosper. Our clients that have taken the time (yes, it is time consuming process) to setup and fine tune their internal client care system reap very big rewards: · Client referrals increase · Average mortgage term increases · Client dropoff rate decreases These outcomes increase your businesses profit dramatically. Referred clients and clients that stay with you are by far the most profitable clients. So what does all this have to do with commissions? I’m glad you asked. Your client care package revolves around your commission system. Your monthly trail report is a treasure trove of information. You can see who is behind on their payments and which clients have paid down extra on their mortgage – these are the clients you need to have a chat with this week. The commission system will also ensure your refix report is accurate. The refix report alerts you to those loans coming off fixed rates and interest only periods in the next two months. From here you can send out your standard template letter straight from iLEND CRM or simply call these clients.

Contact Details

+ 1300 762 444

Level 3 55 Pyrmont Bridge Road, Pyrmont NSW, Australia

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