P.O. Box 180772 • Coronado, CA 92178
Toll Free: 800-676-3670
 
 
 
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Contact Keeper
"From Contact to Contract"

You’ve just met them…or you’ve just pre-qualified them...or you’ve even pre-approved them.  They may not be ready yet, but they will be.  The Contact Keeper is a library of 47 single-page articles designed to drip helpful information on topics of interest that help you turn contacts into borrowers.

Based on your interview, choose the subjects that best fit the potential client and mail on the schedule you set.  You can customize each piece on your desktop with your photo, company logo, contact information and message using your MS Publisher or InDesign CS software—or, choose our personalization services. We’ll personalize each piece and deliver them all in .pdf format on one ready-to-go CD.



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CONTACT KEEPER

Includes 47 articles on CD-ROM in 3 versions:

1. pdf format with each article personalized with
photo, logo, and contact information. 
2. Microsoft Word
3. Microsoft Publisher

Per loan originator: $395 plus $3 S&H
(California residents add sales tax)

Set-up charge:  FREE

Mid-subscription change to photo, logo or contact info: 
$35.00 per occurrence

 

Call to order: 1-800-676-3670

Product copyright extends to the purchaser only.  Quantity discounts and copyright to add additional loan officers are available.



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