PROFESSIONAL | CONVENIENT | PERSONAL
We all know we should do the above. We are all fighting against the clock. A day becomes a week. A week becomes a month and before you know it you are busy serving your existing clients and other things you know you should do, the things you want to do, have not been done.
We solve all of this for you and more via a simple, convenient, professional, and personalised service!
REPUTATION ENHANCEMENT & CUSTOMER REWARDS PACKAGE
Subscribe to our “Ultimate Package”
Benefit from both services at a discounted price!
Google reviews are a crucial (and ever-increasing) factor in organic SEO (Search engine optimization e.g. the process of optimizing your online content so that Google show you within their top results for searches)
They also improve your local ranking. The quality and quantity of reviews on Google is one of the most important ranking factors.
They also help you stand out from your competition locally. When a customer reviews the search results for a mortgage broker on Google, the business listings that include customer reviews present greater credibility and, naturally, receive more clicks.
IMPORTANCE OF
Home for unbiased reviews, contact information, services offered, website, & google credibility
If you are in the local 3-pack you appear above organic SEO results e.g. above Trussle, Habito, etc
Increased customer reviews combined with your business listing increase FREE local & organic online leads
Google does not charge any fees for the customer reviews and business listing functionality
You may be surprised by the number of mortgage brokers who have NOT claimed their Google my business listing and/or utilised the customer reviews function. As a result, there is a huge opportunity for mortgage brokers to steal a march on their competition.
Google places huge importance on it (and your quantity and quality of reviews). The importance is also growing rapidly it seems.
With our support and service, you can maximize your online presence in your local area via the Local 3-Pack. (see below image).
When a customer searches “mortgage broker” they will be presented with the following Google results:
Ensuring you appear in the Local 3-Pack for your area is an achievable short term goal. In many areas of the UK, there is little competition for mortgage brokers in the local 3-pack due to many mortgage brokers
The below example shows the search results for “mortgage broker” on the Wirral. In this example, you would envisage customers’ eyes will be drawn to Concept Mortgages for obvious reasons…..
CHRISTMAS CARDS | THANK YOU CARDS
Frequently Asked Questions
How simple is the process?
Very!!
How do I upload my clients?
Preferably by logging in to your account and completing the reputation enhancement form. This imports the information in the CRM and triggers the processes for the feedback messages, Christmas cards, thank you cards, etc.
if you wish to do this via a different method (as an example – due to the volume of clients) please confirm this to us via email.
We can arrange an API or zap between your CRM and our CRM for the automated transfer of information between systems.
If you prefer to use a CSV /spreadsheet then please confirm this via email and we will reply with instructions that must be followed to export your client data safely and in a format that can be imported securely into our CRM.
How many clients can I upload?
The number of client uploads you can submit each month is set by the number of completions per month e.g. the highest number within the variation.
As an example, if you are subscribed to our 1-9 variation based on a maximum of 9 completions per month then you may only upload 9 clients to our system per month (save for month 1 where you have an allowance for previous customers from the 2 months previous).
You are entitled, at your discretion, to contact a maximum of 2 months’ previous clients in line with your subscription.
As an example, if you are subscribed to our 1-9 completions per month then you may multiply the higher figure by 3. In this case, 9 x 3 = 27 clients can be uploaded to our system in the first month of your subscription.
As an when your mortgage business grows you can upgrade your subscription via your private account page. Simply log in to your account and you can upgrade there.
If you go over your monthly limit of clients please note we allow 20% leeway for one month. Thereafter you will be expected to upgrade the subscription otherwise we reserve the right to suspend your service until you have upgraded.
What if I forget to upload clients or only want to upload clients at certain intervals?
No problem!
You can rollover the monthly allowance up to a maximum of 12 occasions e.g. if you forget to trigger requests or prefer to do it quarterly then you can exceed the monthly allowance as long as you are in credit on your account. You can NOT submit a greater number of requests than the monthly sums for which you have paid us.
As an example, if sign up and pay us our monthly subscription fee and forget one month to upload your clients you can add them to the following month and this will not force you over your allocated quota.
What is said in the messages which my clients receive?
When you upload your clients to the system you enter their full name along with additional details so please ensure they are accurate!
The messages and cards will be personalised using the data imported into our system.
We only send one message to the client and do not chase them.
The content for Christmas cards and thank you reminders will say “To” (insert client name), include a “From” (your name/company), and contain a brief message. Christmas cards will be non-religious.
How do I update my personal account information and my password?
Click on ‘Account Login’ on the top right-hand corner. You can change all of your personal details here and access your account.
Can I amend or remove a client from the system?
Yes of course – If a client requires amendment or needs to be removed from our records to prevent any contact with them please email us as soon as is possible.
Is there any minimum term?
The subscription has a 3-month minimum term and is then monthly rolling and can then be cancelled as and when you choose.
The agreement will then auto-renew each month and a 7-day cancellation notice period will apply thereafter.
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We comply with data protection law in the UK and laws in other countries that meet internationally accepted standards. You have the right to ask for a copy of the information we hold on you, and the right to ask us to correct any inaccuracies in that information. If you have concerns about how we have used your personal information, you also have the right to complain to a privacy regulator.
For detailed information, please refer to the privacy section of our website or contact us via email info@themortgagebrokerclub.co.uk. We will keep your information for a period of 6 years from the time of collection.
