The mortgage industry struggles with low retention rates, with over 80% of customers choosing a different originator for their next mortgage product. However, improving client retention by just 5% can increase profitability by 25-95%, according to a STRATMOR study.

How can you turn transactional client relationships into long-lasting ones? Through consistent, relevant communication from the start and throughout the homebuying journey. Our free Marketing Toolkit provides flexible templates to help you stay connected to your clients with content they’ll engage with and updates they’ll find useful while keeping you top of mind the whole time.