Build stronger relationships with our Customer Care program.
Our team of Customer Care experts can help you strengthen your relationship with your existing clients and generate more business.
Keep scrolling to see all the ways our program can help!
What is Customer Care?
Ensuring your clients are supported and happy helps ensure long lasting loyalty (and grow your bottom line).
Our in-house Customer Service team is available to help you to expand your business by enhancing the overall customer journey and experience, promoting a holistic approach to client retention and database management.
Keep scrolling to learn how our team can help, and make sure to contact us today with any questions and for pricing.
Schedule appointments
Our Customer Care team will schedule face-to-face and virtual appointments for a home loan health check by first reaching out to clients over the phone to establish their availability and preference for meeting times.
The team will confirm the appointment details with the client, providing a calendar invite or reminder.
Generate referrals
Client referrals are a vital source of new business for any broker. Why are they so valuable?
- They come with the trust and endorsement of existing satisfied customers;
- They reduce the effort and cost associated with acquiring new clients through other marketing means; and,
- They are in usually a position to action immediately.
Better yet, customer referrals serve as a testament to the quality of service provided, reinforcing your reputation and potentially leading to a self-sustaining cycle of referral-based growth.
Diversify your income
Offering a diversified portfolio of solutions such as insurance, personal loans, business/commercial loans and investment property sourcing allows you to meet a wider range of your customers’ financial needs, fostering stronger, more comprehensive client relationships.
This diversification can also create additional revenue streams for you, enhancing their business resilience and providing clients with a convenient, one-stop financial solution.
Find out more today.
Convert potential leads
Do you have a list of leads, but struggling to find the time to contact them? Our Customer Care team can generate new business by reaching out to prospective clients through targeted outreach campaigns.
By effectively following up on leads and referrals, we can help you build relationships that may convert potential interest into committed clientele, thereby expanding your customer base.
Help clients find a better rate
Proactively reaching out to your customers on after a cash rate drop or those on expiring fixed rates ensures they remain a loyal customer (and prevents churn). More often than not, it also provides an opportunity to cross-selling services and increase your income further.
Our Customer Care team will contact each client and requote based of two alternative solutions. Not only can you save your clients money but you will help demonstrate your commitment to your client, strengthen the relationship and unlock future business and referrals.
Let us reach out to your clients today.
Keeping up-to-date data
Keep your database current and compliant through our Customer Care program. Our team proactively contacts clients to verify and update their personal information, ensuring that all records are current, and communication channels remain open for important notifications and service offerings.
This approach to data accuracy also serves to protect clients’ security and privacy, as up-to-date contact information is crucial for preventing information breaches or misdirected sensitive communications.
Find 5-Star Reviews
Google reviews significantly influence a business’s online reputation and can greatly affect its visibility and credibility in the eyes of potential customers searching for services or products.
In our digital age, positive reviews can:
- boost search engine rankings (making you more visible)
- enhance trust,
- give you an edge over competitors
- directly impact sales and growth
Think of it this way…would you pick a restaurant without first checking out reviews online?
Our Customer Care team will contact a selection of clients and help attract client reviews and boost your digital profile.