Tracey and the Keeping Clients team specialize in giving brokers peace of mind by looking after your existing client contact while you're busy growing you're business!Our electronic world can get a bit impersonal – we bring the human back.Most busy Mortgage Brokers lack the time to call their clients but, most brokers also know that talking to and listening to clients will make them feel more valued and so more likely to be retained in their businesses. The cost of losing a client from a business is much greater than just the trailing income loss – there's also the loss of the possibility of repeat business, of cross selling other products, of getting referrals from the clients and, most brokers take it quite personally when they lose clients – so a bit of emotional stress! Our experienced team love talking to and listening to people, they call as "employee's" of your business and talk to your clients with knowledge and maturity – the way you would want your business represented. We are great at encouraging clients to have their loans reviewed to check that the loans are still as competitive as possible and to check that the loans are still the most suitable for them. Once the client is in front of you – the possibilities are endless. The benefits of talking to and listening to your clients include:• Directly generated repeat business• Increased referral business• Reduced runoff rate • Increased client loyaltyDirector Tracey Dean is an experienced Client Retention Specialist and Business Manager in the Mortgage and Finance Industry. Extensive experience helping Mortgage Businesses to retain clients and generate repeat business from them. Tracey has a Diploma in Finance Broking Mortgage Management.We have a proven track record with generating repeat and new business with this service. References can be provided.Contact Tracey Dean at Keeping Clients on 0411 546 947.e: tracey@keepingclients.com.auw: http://www.keepingclients.com.au/.

Website: keepingclients.com.au

Employees: 5 - 9

HQ: N/A

Location: Richmond, NSW, AU

Revenue: Not Available

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Keeping Clients, based in Richmond, Australia, is a financial services company that specializes in client retention for mortgage brokers. With a team of experienced professionals, they provide personalized service to clients, giving them peace of mind and helping to build long-term relationships. Their services include regular communication with clients, reviewing loans to ensure they are still competitive and suitable, and encouraging clients to have their loans reviewed. The company, led by Director Tracey Dean, has a proven track record of generating repeat and new business through their client retention services. They understand the importance of talking to and listening to clients, which can lead to increased loyalty, reduced runoff rate, and increased referral business. With their expertise, mortgage brokers can focus on growing their business while Keeping Clients takes care of their existing clients. Contact Tracey Dean at 0411 546 947 or tracey@keepingclients.com.au to learn more.

Tracey and her team at Keeping Clients help mortgage brokers like you by taking care of your existing clients while you focus on growing your business. We know that it's easy to lose touch with clients in today's digital world, so we make sure to keep them feeling valued and appreciated. Our team will call your clients, listen to their needs, and make sure they're getting the best service possible. This will help you keep your clients coming back and generate new business through referrals. We understand that losing a client can be costly, not just in terms of lost income, but also in missed opportunities for repeat business and referrals. That's why our team is dedicated to providing personalized service that makes your clients feel important. We'll work as an extension of your business, representing you in the way you want your business to be represented. Our team is skilled at encouraging clients to review their loans to ensure they're still the best fit for their needs. This not only helps your clients but also opens up opportunities for you to offer new products and services. By keeping in touch with your clients, you'll see increased loyalty, reduced runoff rate, and more repeat business. Tracey Dean, the director of Keeping Clients, has extensive experience in client retention and business management in the mortgage and finance industry. She has a diploma in Finance Broking Mortgage Management and a proven track record of generating repeat and new business. You can contact Tracey at 0411 546 947 or tracey@keepingclients.com.au. Visit our website at http://www.keepingclients.com.au/ to learn more.