The Mortgage Choice Client Care Program is a program of automated tasks, emails and do-it-yourself CRM tools to make it easy for you to service and retain your clients. The program aids you in staying top of mind, so your clients come to you when their circumstances change.
The Client Care Program is powered by HubSpot.
Four key components come together to provide you with a holistic platform:
- Automated post settlement tasks
- Automated client emails
- Do-it-yourself tools
- Outsourced pricing reviews (trial underway).
Top 3 benefits of the Client Care Program
- HubSpot is a user-friendly CRM that syncs with Broker Platform in real-time.
- We’ll do a lot of the heavy lifting for you by setting up automated tasks and sending your clients professional emails at important points in their lifecycle.
- Flexibility to use the do-it-yourself functionality in a way that helps you drive efficiency in your business and a great customer