Automated Loyalty Program Elements:

The Turning Point offers a wide variety of marketing materials professionally crafted to maximize customer retention, repeat business and referrals. Design a program that suits your style and budget. Production and fulfillment are handled automatically.

 

Thank You Card (no gift)

Personalized, high-quality, two-panel Thank You card featuring award-winning photography - mailed in an envelope with first-class postage.

Cookie Tin

Filled with a delicious assortment of freshly baked cookies, featuring double chocolate chip and oatmeal raisin. Wrapped with an attractive ribbon, which can be custom-printed with your company logo. Personalized Thank You card and referral card included. Shipped via FedEx.

 Classic Gift House

A fine selection of gourmet specialty foods. The gift is packed in an attractive "house" box and is shipped with a Thank You card and request for referral.

 Luxury Gift Tower

"Luxury Gift Tower" contents include: fine European candies, delicious mixed nutsand two types of home-baked gourmet cookies. The gift is wrapped with an attractive ribbon and is shipped with a Thank You card and request for referral.

Report for your RealtorReport for your Realtor

Every month a personalized letter is sent to each of your Realtors® thanking them for their business and listing the prior month’s closings. This serves as a reminder that you are working together to generate referrals and repeat business.

Customer Satisfaction Survey

Mailed one month after closing, this simple questionnaire’s main purpose is to build loyalty. It also introduces your other financial services and asks for immediate referrals.

Amortization ScheduleNewsletter

Monthly 4-page newsletter folds for mailing directly to your borrower. Includes real estate and mortgage related articles.

Quarterly CardsQuarterly Greeting Cards

At 3-monthly intervals - personalized, high-quality, single-panel greeting card - including your Realtor® or builder if you wish - mailed with first-class postage.

 

3-panel Quarterly Cards3 Panel Quarterly Greeting Cards

Premium 3 panel cards are highly personalized with the loan officer photo , signature and contact details and the company logo in full color - including your Realtor® or builder if you wish - mailed with first-class postage.

The tear-off reply card -pre-addressed for easy return to you - alternates between a personalized Priority Customer Referral and a Product Information Request listing your choice of cross-selling products.

  Season's Greeting Card

Season's Greetings Card

Personalized, high-quality, three-panel Season’s Greetings card featuring loan officer signature and contact details. Mailed in early December with first-class postage. Inside greeting changed annually - example:

Wishing you a joyous holiday season.

Birtday CardsBirthday Cards

There's no nicer way to tell your clients how important they are to you than to send them a personalized birthday card. There are different cards for the borrower and co-borrower. Inside both cards is a heartfelt birthday wish, with no sales component.

Thanksgiving Card

 

Thanksgiving Card

Personalized, high-quality, two-panel greeting card featuring award-winning photography, loan officer signature and contact details.
Inside greeting changed annually - example:

Thank you very much for your confidence
and loyalty. Best wishes for a
joyous Thanksgiving Day.

 

New Year Greeting CardNew Year Card

Personalized, high-quality, two-panel card featuring award-winning photography, loan officer signature and contact details. Mailed with first-class postage.
Inside greeting changed annually - example:


Best wishes for a
happy, healthy and
successful New Year.

July 4th Card

Personalized, high-quality, two-panel card featuring award-winning photography, loan officer signature and contact details. Mailed in an envelope with first-class postage.
Inside greeting changed annually - example:

Celebrate friends, food
and
4th of July!