CLIENT LOYALTY MANAGER

Content Details - CLM

MANAGE YOUR PAST CLIENTS WITH OUR CUSTOMIZABLE CRM TOOL

Maintaining a relationship with your past borrowers is key to building a loyal customer base and generating referrals. Client Loyalty Manager makes it easy with a customizable dashboard featuring all of your past clients — not just those who closed with UWM — where you set your parameters and get notified to send pre-written, personalized emails on your borrower’s birthday, loan anniversary and, most importantly, when rates change in their favor. Just preview and send!

KEY FEATURES

  • Build a loyal customer base and generate referrals
  • Automatically generates pre-written, personalized emails — just preview and send!
  • Connect with clients on their birthday, loan anniversary and when rates change in their favor

WHAT THEY'RE SAYING

I’ve been in business for a long time now, so there are a lot of people out there that I’ve helped with their mortgage. Client Loyalty Manager makes it easy to stay top-of-mind with them so they’ll remember my name 5, 10 or even 15 years down the road.

Todd Arnold

Partner & Loan Officer, Bridgewater Capital

 

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