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MoneyQuest announces new platform to help brokers keep clients


Mortgage dealer franchise group MoneyQuest has introduced a long run tech resolution to retaining and nurturing clients over the lifetime of a mortgage with a brand new proprietary software program that may maximise worth for franchisees.

Developed with software program firm Blended Digital, their advertising and marketing platform is constructed on the concept three quarters of shopper interplay comes after their mortgage is settled, and that managing communication with shoppers after they get their money is important to holding them on board.

The tech makes use of predictive analytics and AI to market new merchandise to clients, in addition to notifying them as their circumstances change over the lifetime of a mortgage.

It’s MoneyQuest’s subsequent massive announcement, coming scorching on the heels of their meteoric rise from inception to zero to 100 franchises in just 5 years.

“We’re thrilled to share that after 12 months in operation, MoneyQuest’s totally automated, shopper communications system is an entire success,” stated MoneyQuest managing director Michael Russell.

“It has greater than confirmed its value, with 1000’s of shoppers responding to the automated emails every month, highlighting the know-how’s capability to set off repeat enterprise alternatives and facilitate shopper retention.”

“That is one piece of the puzzle that the business has been grappling with for a while, and I’m so happy that our franchise homeowners not have to fret about creating and executing their very own shopper contact packages.”

“Now they’ll solely give attention to producing recent leads realizing that within the background, they’re in common contact with all of their clients.”



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