Realtor Partner to Help You Buy or Sell a Home

Clients For Life

Our "Clients For Life" program helps us forge lasting partnerships with our clients and build a solid referral base for future business growth. In fact, more than half of our business comes to us through referrals. Through our "Clients for Life" program, the client receives valuable information via regular, timely contacts throughout the loan process and beyond.

We now extend this benefit to our Preferred Realtor Partners, who have given us their trust by referring us their clients. The Realtor’s contact information is included at each point of contact, providing maximum visibility and exposure. As a result, our partners increase their client retention rate and grow their business.

Apply Now to Become a Preferred Realtor Partner!

H I G H L I G H T S

"Thank You"
On the day of the signed application agreement, client is sent a thank you card and a book of Dunkin' Donuts’ gift certificates.

Ten flavors of cremes and five flavors of caramels in milk and dark chocolate.

"Congratulations - You’re Loan is Ready to Close!"
Once their loan is ready to close, the client will receive a selection of handmade chocolates delivered to their workplace. Included is a message letting them know we appreciate their business and look forward to a smooth (and creamy!) closing.

A terrific sampler of Buckie's Biscotti & Co. treats.

"Moving Forward"
After loan closing, we deliver to the client a "BUCKIE BOX," a sampler of biscotti and other treats. In addition, we provide a complimentary introductory session with a Financial Planner or other Preferred Partner (depending on the original referring partner).

Weekly
All of our clients receive a copy of “Advantage Weekly,” our email newsletter detailing such topics as real estate, financial planning, insurance strategies, income tax reduction strategies, estate planning and wills and trusts. View a sample.

Monthly
Client receives a copy of MyRateAdvisor™, a customized mortgage cost analysis detailing their potential savings if they refinanced at current rates or employed a pre-payment strategy. View a sample.

Every 6 months
Client receives a personal phone call, to keep in touch, to find out if they have any questions or concerns, and to remind them of the services we, and our Preferred Partners, offer.

Every January
Client receives a copy of their closing statement for that year's mortgage financing transaction for tax preparation purposes.