Portfolio
Mailing
Celebrate your client's purchase of a new home, commercial
property, mortgage loan, insurance policy, or other commercial transaction
by placing them in one of our multi-year portfolios.
Immediately after closing the transaction, your client is added to our database
and scheduled to receive 7 cards over a 3-year period. This includes an
immediate "Thank You" card, 3 repeat/referral business requests,
and 3 "Anniversary" cards. You simply provide the name, closing
date and we take care of the details for 3 years. |