KEEP CLIENTS
“If any of our clients phone up now I do not need more that 30 seconds to be completely on top of what is happening with them”
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MortgageKeeper focuses on the client, helping you to retain customers through consistent, high quality service
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Comprehensive information with prompts to ensure that you take action and re-contact your clients at the right time
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Prompts for cross selling of insurance and related products helping to maximize your investment in customer acquisition
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Full ongoing audit trail for all cases
Please see our brochure for more detailed information on Client Management (PDF, 2.5MB)
“Now that we have the system in place where they [advisers] can track their new enquiries and they have a direct monitoring system, so we are finding that we are getting a lot more clients coming back after an initial consultation because the system allowed us to keep in touch with them a lot more easily.”
