I'm a no B.S. guy....for the most part. At spontaneous hours of the evening I often dribble words & ideas onto a piece of paper and sometimes these are of a business nature. From my astute boredom and lack of REM sleep last evening, I was trying to think of a referral letter I could send to my customers that would both illicit a response and was also tailored to their personalities as well. Any thoughts or constructive criticism would be heavily appreciated.
Parameters, Products, & Pricing in regards to rate changes and industry changes are ever prominent when dealing with mortgages. Whether purchasing or refinancing a residential or commercial property, I only ask to be a viable option to earn your business. I've closed a loan for you before when others couldn't, wouldn't, or perhaps might not be able to meet your expectations on a service and/or product level. Am I the cheapest? Probably not. Do I offer the best rates? Sometimes. What can you expect? Overdeliving while underpromising>>>>>a guy whose been at this business for Four and a Half years w/ the same firm that back me with over 25 years of experience in all types of mortgage financing. I have one iniative, one goal, what can I do for you and does it meet or exceed your expectations? If it does, I'll close your loan. If it doesn't, I won't earn a dime. I like earning dimes. I've done the math and earning dimes allows me to pay bills. Paying bills is good. It is not enough to earn your business, it's about earning your trust. I appreciated the opportunity to serve you and would be honored to be your personal Mortgage Consultant for years to come. I've enclosed 3 business cards, one for you and two to hand out to whomever you think could use my services. Outside of repeat business, referrals are one of the highest compliments someone in my line of work can receive.
Hi Jason, This is only my opinion--that's what you asked for. I would say call the folks. It is the relationship that you need to build, give them some information they may be interested in (keep it short). Ask them about they family etc.--you can ask for a referral at the end of the call. Call them at least once a quarter--be genuine. I think after a few calls you can send them a letter with some business cards.
Regarding your letter, where you say "I've closed a loan for you before when others couldn't, wouldn't, or perhaps might not be able to meet your expectations on a service and/or product level." I would not send the same letter to all your past clients. It would take you more work but for clients that would have had no problem getting a loan--that sentence may be a "turn-off."
You loose me towards the end. If I were your customer, I really don't care about your dimes.
Just my thought on it. IF you want to make it personal, I would try something a little different.