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Lenders stealing your clients? Learn more
We've got your solution!
20 years ago the lenders didn't care about keeping hold of their clients, they would filter back towards the adviser when their time came.
Today is a different story, you have lenders reaching out as early as 6 months via email to complete a product transfer, and all your clients have to do is click a new rate to secure it.
If you're anything like us you probably think it's a bit ridiculous that individuals requirements and circumstances do not need to be reassessed, when this needs to be done on the initial instance.

Most consumers may not realise that by re-evaluating their circumstances other lenders may have better products suited to them.

However this is the world we live in!
Advisers have enough to deal with navigating the ever changing products available, lenders pulling rates last minute, changing criteria, clients chasing
you for answers and forever waiting for solicitors with too many cases on their desk (yours is usually at the bottom).
With all of the above going on it's easy to neglect those who are waiting for you to usher the words 'Time To Remortgage'!
Wouldn't it be great to have a system that automatically contacts your clients with branded emails during the fixed period at regular points?
Wouldn't it be great if those updates provided useful, engaging information such as an up to date property valuation?
Wouldn't it be great to have a system that automatically contacts your client 4 - 6 months before the product end to let them know it's 'Time To Remortgage'?
Wouldn't it be great to know that implementing the above helps with Retentions, Increased Referrals and Increased Refinancing cases?
Find out more about how Smartr365 can help you retain business via the links below:

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