Client Connection: The Secret to Total Revenue Growth

A case study on how CoreLogic’s Marketing and Retention Solutions help mortgage brokers close more deals

The Challenge: Reconnecting With Clients

For Michelle Chretien, CEO of Empire Mortgage Corporation, one of the biggest challenges was staying in touch with past clients and identifying high-intent leads before they were scooped up by competitors.

The Focus: Strengthening Client Relationships With CoreLogic Marketing and Retention Solutions

CoreLogic’s Marketing and Retention Solutions are designed to help brokers like Michelle prioritize outreach and engage clients when it matters most — which is before the competition. Now, Michelle can quickly identify which of her contacts are actively looking at properties for sale or considering a refinance.

“My favorite feature [of Precision Marketing] is seeing who is looking at properties before they buy. They might be planning a renovation and need a cash-out refi,” says Michelle.

Precision Marketing specifically changed the way Michelle and her team at Empire Mortgage approach lead generation. The ability to pinpoint high-intent clients and understand their behavior transformed her ability to maintain connections with past clients and retain business she may otherwise have lost.

“What I love most about these tools is reconnecting with people. It’s amazing to see who is doing what, especially those who didn’t buy. Now, we’re ahead of things,” Michelle explains.

Market Intelligence also played a critical role in Michelle’s success, enabling her to build stronger partnerships and better understand her market.

This data-driven approach helped her establish deeper connections with real estate agents and gain a competitive advantage in the market.

“We can look up a real estate agent and see who they’re doing business with. If I notice they’re working with a company our local banks don’t have products for, I can offer those products, start drip marketing, and they will stick with us,” Michelle explains.

Result: Driving Business Growth

The results speak for themselves. Focusing on high-intent customers can boost your lead success rate 4x over traditional lead generation methods.  

Pro Tips for Mortgage Brokers

Michelle also shared her strategies for success, offering valuable advice for brokers looking to grow their business:

1. Do Your Homework: “After I learned about who is in the market, I did my homework and followed my customers on social media to find out what is going on in their lives to have an informed conversation about their needs.”

• Engage Authentically: “I noticed a child of one of my customers started school, which led to a life event conversation. I then learned they were expecting another child and that their house was too small.”

• Personalized Texts for Outreach: “This is especially helpful if you can’t call them all the time. I can follow them and text them to engage my customers: ‘Hey, I see you are expecting another child. Congratulations. Let me know if you’re looking for a bigger home or maybe just plan to remodel.’”

New Tools Provide Transformative Results

CoreLogic’s Marketing and Retention Solutions have given Michelle the tools to identify high-intent leads, reconnect with past clients, and identify top performing real estate agents to build relationships. The impact has been transformative for her business, driving measurable results and helping her stand out in a competitive market.

“Honestly, these tools are something I can use to grow my market share, and it’s just huge,” Michelle concludes.

Ready to Transform Your Business?

Learn how CoreLogic’s Marketing and Retention Solutions can help you identify high-intent leads, build valuable partnerships, and grow your business.