In The News

New Technology Debuts To Help Loan Originators Foster Customer Loyalty

Top of Mind Networks (Top of Mind), a provider of customer relationship management (CRM) and marketing automation software for the mortgage lending industry, has launched the Surefire CRM Retention Center to help loan originators (LOs) foster loyalty among their clients.

The Retention Center is an online retention gift store that enables loan originators (LOs) to curate a gift-receiving experience for clients in lieu of or in addition to corporate-level client retention initiatives. Within the Retention Center, LOs can build automated retention gift campaigns based on rules such as loan type (refinance or purchase), loan amount and occasion. Once a retention gift campaign has been activated, Top of Mind dynamically customizes, professionally packages and ships the retention gift to its recipient. Retention Center gift options include bamboo cutting boards, premium whole-bean coffee, a self-inking address stamper and dynamic birthday cards.

“There are innumerable studies that illustrate how customer retention is a critical component of company growth. Retaining customers is less expensive than acquiring new ones, and loyal customers are more likely to spend more and refer family and friends,” said Top of Mind Chief Revenue Officer Nick Belenky. “We launched the Retention Center to help lenders strengthen borrower repeat business with unique gifting opportunities that make clients feel valued and help originators stay ‘top of mind.’”

Top of Mind’s Surefire CRM is a CRM and marketing platform. Mortgage professionals of all stripes — including retail, wholesale, consumer direct and bank lenders — strengthen referral partnerships and deepen their emotional connections with borrowers to cultivate clients for life.