What is Stay First in Line With Customers?
Your past clients are someone’s future deal—don’t let it be your competitor’s. This play helps you monitor your client list for listing activity, so you can reach out the moment they’re getting ready to move—and position yourself for the next loan.The Right Audience
Your own past clients. Import the list and turn on monitoring to get notified if they list, sell, or pull equity. This works for refi follow-up, move-up buyers, downsizers, and long-term retention.Outreach Channels
Start by uploading your client list into a monitored list. Once a listing or key change is detected|follow up via direct mail|email|or phone. Because these are your own clients|contact is warm and well-timed. Use each touchpoint to stay relevant and helpful.Measuring Success
Track how many monitored contacts list or sell, and how many turn into new loans or referrals. Over time, use these metrics to calculate retention, recapture rate, and client lifetime value.