Company

LOGO

Your Partner for SuccessPresented by: Robert Ratimorszky

Agenda

1. Who We Are

2. What We Do

3. Strategies and Vision

4. Referral Partnership

OUR MISSION

At (company name), we are dedicated to providing professional, honest and top quality service to individuals, families and corporations. We are committed to providing innovative and reliable products and services in an ever changing financial world. Our extensive experience and business ethics enable us to meet and exceed our clients expectations. We continually strive to be known as a company that exemplifies integrity, honesty, compassion and loyalty in all of our business relations.

Services Include

• FHA Loans• Reverse Mortgages• Refinance• New Home Loans• Multiple funding options• Credit Repair• Debt Consolidation

Marketing Strategy

#1 Mortgage Broker in Lake County, IL

AdvertisingName

RecognitionCustomer

LoyaltyRelationshipMarketing

Listing Properties

Advertising/Promotion

Let’s Stay Together

• Within 30 Days of Closing• Each client will receive a thank you card and will be asked for

referrals if we met their expectations.• A post-close survey will be sent to each client to ensure that we are

providing the best service around and correct any deficiencies.• Follow-up phone call will be made to answer any questions.

• Quarterly• A Rate Watch Report will be sent to show the client how their

mortgage is performing in the current marketplace. • Annually

• Clients will have an Annual Equity Review completed for them. • A 12 month follow-up phone cal will be made to review the current

mortgage plan and do any re-structuring necessary to help clients achieve their financial goals.

• We will send a personalized birthday card to each client.

RateWatch Report

Annual Equity Review

Other Partnership Ideas

• Open Houses

• Community Events/Seminars

• Co-Op Marketing