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Proven Systems to Get You More Client Referrals and More Repeat Business

Research has shown that 69% of the people that quit doing business with any business, including Mortgage, quit because of neglect. If you do not stay in constant touch with your clients, you are missing out on their referrals and a lot of repeat business.

Our system will help you generate more Repeat Business and Referrals from your existing clients. Constant communication is the secret to success!

Client Education Newsletter Program

Our Monthly Client Newsletter is designed with direct response marketing principles to get you more Repeat Business from your existing clients, and generate more Referrals for New Business. Consistent contact is the key to taking advantage of your relationship with your existing clients!

If you don’t keep in touch, your clients will not remember you when they need Mortgage information. Our turn-key program gives you an automated, affordable way to keep in touch with all of your clients and increase the number of loans you close!

Our Newsletters are unique because we actually have a personal, type written letter on the back page from you to each of your clients by their first name! This type of personalization lets your clients know you care about them and are ready to help them with their mortgage needs.

Mortgage Client Education Newsletter


mortgage – Full Custom Postcards:


Full Custom Postcards

We offer 6” x 9” full-color, custom Postcards to mail to your existing clients or to the neighborhood to get new clients. If mailing more than 5,500 pieces at a time, your postcards get upgraded to 6” x 11” cards!

They can be customized for any purpose – to announce a new service, new staff member, special event, new location or say “Happy 4th of July!” You can choose the information and graphics you want on the card, use any cards from our library, or work with your sales associate to come up with the design you want.

Birthday Card Program

Emailing birthday wishes is just SO impersonal. And, it really doesn’t get the same response back as a mailed card. We have a fantastic Birthday Card Program to celebrate each of your clients on their special day!

Our cards are highly customized! We place your color photo and make it look like you’re holding a giant birthday cake. Then, written in icing on the cake, it will read, “Happy Birthday John” (your client’s name.)

To give the program a bigger impact, we’ll teach you how to work with a local restaurant to give your patients a FREE DINNER for their birthday – the offer is printed right on the card. This program makes a lasting impression! It says, “We Care!” and keeps them coming back and referring friends and family.

That’s why our clients get calls, emails, texts, letters, Facebook posts and even Tweets, thanking them for their card and gift. Many of their clients comment that it was the ONLY card they got in the mail!

Each month, we’ll send you a copy of the card with the list of clients to whom we will be mailing, then we print the cards and mail them each week, according to their birthday, so they arrive timely on their special day. Just choose a style from our colorful Birthday card library, and we’ll do the rest!

Birthday Card Program


Thanksgiving & Holiday Cards


Thanksgiving & Holiday Cards

Take a load off of your staff’s plate and let us mail our personalized Thanksgiving Day and/or Holiday Cards to your clients for you. There’s no better time of year to thank them for being part of your dental “family”!

Each year, we offer new, festive card designs for Thanksgiving and Holiday cards. The messages and greetings are yours to choose, as well. There is a personal salutation inside each card and you can personalize your cards with your photo, logo and signature. Our Special Occasion Cards include a personalized envelope, and are mailed timely to your clients. This is another excellent touch to keep them coming back and referring friends and family.

Take advantage of our Experience and Success to INCREASE Your Client Retention and Referrals! Call (800) 736-3632 TODAY!