Once a prospect has applied for a loan and becomes your customer, within your ReferralBase you change that prospect into a customer. ReferralBase then sends that in-process customer a series of 9 or more timely and automated LoanE-Lert e-mails, which appear to come from you. LoanE-Lert continues with new customers the education process begun with LeadE-Lert prospects, but focuses specifically on issues and preparations leading to loan closing.

To review what your customers get, click any of the links below to receive that E-Lert.

Click here to receive them all at once.

E-Lert: Why "Truth in Lending" is a lie E-Lert: Understanding your Good Faith Estimate E-Lert: Beware of your reticular activator   E-Lert: Uncovering the mysterious underwriter E-Lert: What if your house burns down? E-Lert: Why you need title insurance E-Lert: When it becomes "your" house   E-Lert: Signing your life away E-Lert: When you have new financial needs E-Lert: When it makes $ense to finance closing costs   E-Lert: What's deductible when you refinance?     E-Lert: Don't take risks when you build   E-Lert: What to expect with a one-time close

LoanE-Lert accomplishes three important functions which help you stay focused on high-value, non-administrative endeavors:

• LoanE-Lert reinforces your role as trusted advisor—it answers many of your customer’s questions (such as "Why is my APR higher than the rate you quoted?").
• LoanE-Lert makes your customer feel that you care—it stays in touch during the loan process, even when you don't have time to do so.
• LoanE-Lert turns each customer into your referral partner—it reminds them, at a time when they are constantly thinking about mortgages and tuning into others doing likewise, that you can help their friends, colleagues, relatives and neighbors.

You activate LoanE-Lert as soon as you turn a prospect into a customer:

1. Go to [ReferralBase].
2. Look-up a previously-entered prospect or enter a new customer's name, e-mail address and referral source.
3. Select e-mail frequency (Daily, Every Other Day, Weekly, Bi-weekly or Monthly).
4. Push [Save Information]. You're done. LoanE-Lert turns your customers into referral partners. E-Lerts continue until the full series has been delivered.

Stay in touch and put all of your customers to work as your referral partners .

Learn About ReferE-Lert Next