Hassle-Free Customer Retention
& Prospecting For Loan Officers

NEW! 10 Tips! How to Find, Recruit and Retain Top-Producing Loan Officers.
Get Started Today!
Which account best fits you?
Individual Account
- 24/7 access to Continuity’s unique designs, marketing products, online store, email marketing, and Empower CRM
- 24/7 access to Continuity’s proven customer retention programs, Connections™ and ReConnect™
- 24/7 access to pull names & addresses from the most advanced leads module with thousands of demographic combinations, and the ever so popular polygon selection system
- 24/7 access to manage your profile online, ability to upload logos, photos, or your own custom designs
- 24/7 access to create, upload, or edit your sphere of influence, customer, and prospect lists
- Ongoing data storage, maintenance, and NCOA updates to your customer database
- Leads sent to your inbox
- Postage-paid response and/or online lead generating response forms included on media
- Monthly e-mailed Report of Mailing
- Monthly e-mailed Customer of Interest Reports
- Future lead tracking and reminders
- Ability to add disclaimers
- Upon request, Continuity can supply custom design resources and even load custom media on the store for only your access
Company Account
- Everything included in Individual Account PLUS:24/7 access to Continuity’s MyCRMDashboard.com
- ClientTracker leads automatically generated when your contact lists their home for sale
- Personalized email campaigns automatically sent out on behalf of each loan officer
- All touchpoints include a personalized URL linking to a convenient online response form
- Discounted initial programming and set up fees
- Reduced subscription fees per loan officer
- Reduced customer campaign fees based on monthly order quantity
- Dedicated Account Manager for corporate and branch support
- We facilitate and automate mass order processing & do all the work for you… Keeping your loan officers loyal, and free to work and sell
- Extensive management reporting by branch, loan officer, and teams including leads, referrals, satisfaction survey ratings & results
- Custom branding for your own customer retention program
- Implementation of your corporate prospecting & onboarding campaigns
- Company marketing support based on your initiatives
- Upon request, Continuity can create a private section on the store with your approved custom media available for all of your loan officers only
Corporate Account
- Everything included in Individual Account & the Company Account PLUS:Continuity’s API integration for secure and easy data transfer
- Customized programs tailored to your company brand, needs, and budget
- Discounted programs based on volume
- Dedicated Account Manager for corporate, branch, loan officer and team support, including initial and ongoing, and loan officer training
- Co-branded programs for additional business units
- Graphic design fees waived upon certain monthly order quantities
- New loan officer programming fees waived
- Option for Continuity to develop & host your own corporate identity platform/white label storefront
“THE BOTTOM LINE: Increasing customer retention rates by 5% increases profits by 25% to 95%.” The Economics of E-Loyalty, Frederick F. Reichheld and Phil Schefter, Harvard Business Review
Retain Customers & Cross-Sell
Connections™
Turn-key post-close system for mortgage lenders, banks, and credit unions. ½ direct mail, ½ email. Communicate with your customers using a proven successful schedule and your photo and logo. All leads are exclusive to you and emailed to you daily.



Past Customers
ReConnect™
Get back in touch with customers you closed 6+ months ago.



“Attracting new customers will cost your company 5 times more than an existing customer” – Alex Lawrence, Forbes.com
EMAIL MARKETING SOLUTIONS
“Get closer than ever to your customers. So close that you tell them what they need well before they realize it themselves.” – Steve Jobs
PROSPECTING SOLUTIONS
Leads & Feedback Generated
- Email with response
- Response card with leads and referrals
- PURL response with a new customer lead
- Online survey with leads and satisfaction ratings
- Survey with Testimonials and Referals
Why Bother?
Return On Investment
- Invest $500 in 10 Connections™ Programs
- 4 additional customers return as a result of the program
- 4 additional sales at…
- – $1,500 commission / sale = $6,000; ROI = 12:1
- – $2,500 commission / sale = $10,000; ROI = 20:1
- – $5,000 commission / sale = $20,000; ROI = 40:1
