Tips for Client Follow-Up to increase RateTraker Consents

Personalize Your Message
Make the client feel valued by addressing their specific needs. Remind them of the benefits they’ll gain by participating, such as staying on top of interest rates and potentially saving on their mortgage.
Use a Variety of Channels
If your initial outreach was via email, try a follow-up text message or even a quick phone call. Multiple touchpoints can increase the likelihood of a response.
Time Your Follow-Up
Consider waiting a few days after the initial invite before following up. This gives clients time to review the information without feeling rushed. A well-timed follow-up can be very effective.
Offer Assistance and Address Concerns
In your follow-up, include a line offering to answer any questions they might have. Many clients may hesitate due to concerns about data privacy or a lack of familiarity with Sherlok’s RateTraker. Reassure them by offering support and explaining how Sherlok prioritizes data security.
Create Urgency and Highlight Value
Remind clients that tracking their rates can help them stay competitive and save money over time. A friendly nudge that says “Don’t miss out on these benefits” can prompt them to act sooner rather than later.
Include a Clear Call-to-Action
Make it easy for clients to take the next step by including a clear call-to-action in your follow-up. For example, “Click here to consent and get started on tracking your rates!” Keep it simple and direct.
Keep It Short and Friendly
A concise, friendly message works best. Avoid long, detailed explanations and instead focus on making it feel easy and worthwhile for the client to consent.

Tips for Client Follow-Up to increase RateTraker Consents

Boost your RateTraker consents by using personalized messages, timing follow-ups effectively, and addressing concerns with clear calls to action. Discover tips that can help you increase engagement and drive client action.