Calling clients on their birthdays

Mortgage and Lending with Waterstone Mortgage - The Wellington Group

As a mortgage planner I am required to get all of my clients birthdays when I take a loan application.  Even though Realtors do not have this same requirement, I highly recommend creating an information gathering tool where you can capture information about your clients, such as their birthdays.  Every birthday is put into my ACT database, and my assistant schedules a call to each client on their birthday as a recurring annual activity.  Because my database has 2,000 people in it, I make between 3-7 birthday calls every morning.  This marketing strategy is very similar to the personal handwritten note card strategy I detailed in another blog post.  It is not a solicitation, not a sales call, it is purely a way to build relationships.  Many times I am the first person to with my clients happy birthday.  Do you think they appreciate it?  Of course they do.  My birthday was last Sunday and I can tell you exactly who call me on my birthday.  I like being one of the people my clients remember as having called them on theirs.  To me, this is a non negotiable daily discipline, and it should be for all loan officers and Realotrs.

Comments (2)

LaShawn Norden
Keller Williams Heritage Realty - Longwood, FL
REALTOR, (321) 377-0157, Your Real Estate Advocate in Central FL

Mike~Again, another awesome suggestion from you. I've added your Birthday (June 22nd, right?) to my Outlook so you can expect a call from me next year!

Jul 07, 2008 11:34 AM
Neal Barnes
Starstate Realty - Killeen, TX

Hi Michael  -  Great Idea.  Welcome to ActiveRain,  I look forward to networking with you and reading your future post.  Have A Great Day!!!

Oct 23, 2008 06:25 PM