Contact with your client should not stop once the loan settles!
Stay in touch with your client database from word go, effectively and regularly with our Property Star ™ and E-RM system.
Property Star ™
The Property Star ™ folder is a filing system that helps your clients organize paperwork associated with their loan and property. It is the tool that keeps your name at the forefront of your clients mind long after the loan has settled.
Your client will appreciate receiving this hand delivered gift which they will find useful and every time they file a piece of paperwork, they think of your business.
The design is stylish and easy for your clients to use. The pre-designed tabs are made from hardwearing, durable plastic enabling your client to have all their property information in one handy and secure place.
E-RM (Electronic client Relationship Management)
To complement the Property Star ™ folder, we have incorporated it with a totally automated system for keeping in contact with your database.
This system allows you to contact your database at key times in the life cycle of the client. You can select different email style correspondence such as loan anniversary reminders, printed Christmas cards and so on, at pre-determined times.
You can effectively take care of client contact in one easy step with this automated system. All emails are pre-designed by Finance Tools, so that you don’t have to do anything!
Features & Benefits
Great opportunity to promote your brand and corporate image all year round
Great tool for client retention
Easy to use, automated and secure log-in system
Clients paperwork is organized – helps as tax time and when refinancing or applying for finance
