Hassle-Free Customer Retention
& Prospecting For Loan Officers

NEW! 10 Tips! How to Find, Recruit and Retain Top-Producing Loan Officers.

Retain Customers

Keep in touch with customers
No matter how busy you get,
personalized follow-up campaigns
are sent on your behalf


Generate Leads

Mailings and emails generate
responses, referrals & testimonials
We email you when your
customers return to the market
or have a referral


Increase Return

It’s cheaper to retain a customer
than to acquire a new one
Return $12, $20 or even
$40 for every $1 spent
on retaining a customer


Get Started Today!
Which account best fits you?

Individual Account

Loan Officer/Team


  • 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

Less Than 100

Loan Officers

  • 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

More Than 100

Loan Officers

  • 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

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.

Mortgage Marketing 5-Year Campaign Samples

Past Customers

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


Communicate Your Way
Do-it-yourself Email Blasts

Keep in touch and generate leads from your sphere of influence with easy email marketing.

“Get closer than ever to your customers. So close that you tell them what they need well before they realize it themselves.” – Steve Jobs


Find New Borrowers

Target the neighbors of your recent customers with eye-catching mailings. Our library of designs include QR Codes and personalized URLs for online lead generation. Free recyclable UV Coating!

Win New Customers

Upload your prospect list or generate a list through our print and direct mail online products. Many geographic and demographic selections are available. Customize your mailing using a design from our gallery or upload your own. Free recyclable UV Coating!

Leads & Feedback Generated

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