Automated Loyalty Program Elements:

The Turning Point offers a wide variety of marketing materials professionally crafted
to maximize customer retention, repeat business and referrals.
Choose our proven 5-year "Personal Touch"

or design a program that suits your style and budget.
Production and fulfillment are handled automatically.

 

Thank You Card (no gift)

Personalized, high-quality, three-panel Thank You card featuring a tear-off customer referral reply card - mailed with first-class postage.


Cookie House

Closing gift - filled with a delicious assortment of freshly baked cookies - packed in an attractive "house" box.
Shipped via FedEx.


 

Celebration Calendar

Closing gift - A perpetual calendar to keep track of annual events - birthdays, anniversaries, etc. that's never out of date.
This one page per month calendar used year after year eliminates the need to transfer annual information to a new calendar each year.
- mailed with first-class postage.


 

Home Journal

Closing gift - This comprehensive home journal is full of practical information, hands-on worksheets and organizational features to keep track of every aspect of a home. An essential companion for every homeowner to keep track of important home facts such as basic ownership information, maintenance records, renovations, improvements, interior design, project plans, garden planner and more. Mailed with first-class postage.


Brownie House

Brownie House

Closing gift - filled with delicious chocolate brownies - packed in an attractive "house" box.
Shipped via FedEx.


 



 Luxury Gift

"Wooden Clock Box" contents include: chocolate brownies and four types of home-baked gourmet cookies.
The gift is packaged in an attractive keepsake box featuring a working clock and is shipped via FedEx.


Address Labels

Closing gift - 80 assorted personalized return address labels
- mailed with first-class postage.


 

Report for your Realtor
Report for your Realtor

Every month a personalized letter is sent to each of your Realtors® thanking them for their business and listing the prior month’s closings. This serves as a reminder that you are working together to generate referrals and repeat business.



Customer Satisfaction Survey

Mailed one month after closing, this simple questionnaire’s main purpose is to build loyalty.
It also introduces your other financial services and asks for immediate referrals.



Amortization Schedule
Newsletter

Monthly 4-page newsletter folds for mailing directly to your borrower. Includes real estate and mortgage related articles.



Quarterly Cards
Quarterly Postcards

At 3-monthly intervals - personalized, high-quality, single-panel greeting card - including your Realtor® or builder if you wish -
mailed with first-class postage.



 

3-panel Quarterly Cards
3 Panel Quarterly Greeting Cards

Premium 3 panel cards are highly personalized with the loan officer photo, signature and contact details and the company logo in full color - including your Realtor® or builder if you wish - mailed with first-class postage.

The tear-off reply card -pre-addressed for easy return to you - alternates between a personalized Priority Customer Referral and a Product Information Request listing your choice of cross-selling products.

 

Season's Greeting Card
Season's Greetings Card

Personalized, high-quality, three-panel Season’s Greetings card featuring loan officer signature and contact details.
Mailed in early December with first-class postage. Inside greeting changed annually - example:

Wishing you a joyous holiday season.



Birtday Cards
Birthday Cards

There's no nicer way to tell your clients how important they are to you than to send them a personalized birthday card.
There are different cards for the borrower and co-borrower. Inside both cards is a heartfelt birthday wish, with no sales component.


Thanksgiving Card
Thanksgiving Card

Personalized, high-quality, two-panel greeting card featuring award-winning photography, loan officer signature and contact details.
Mailed in mid November with first-class postage. Inside greeting changed annually - example:

Thank you very much for your confidence
and loyalty. Best wishes for a
joyous Thanksgiving Day.



New Year Greeting Card
New Year Card

Personalized, high-quality, two-panel card featuring loan officer signature and contact details
Mailed with first-class postage. Inside greeting changed annually - example:

Best wishes for a happy, healthy
and successful New Year.




July 4th Card

Personalized, high-quality, two-panel card featuring loan officer signature and contact details.
Mailed in an envelope with first-class postage. Inside greeting changed annually - example:

Hope you are enjoying a great summer.
Happy Independence Day!