Our SMART marketing program
If your aggregator isn’t helping you stay in front, you may need to rethink who you’re with. SMART is our award-winning, industry-leading, custom-built marketing program for broker growth that we manage on your behalf. It has been designed to help improve customer retention, protect your trail and help you acquire new customers through timely and targeted communications, a dynamic and professional website and the right analytics and reporting to help your business thrive.
SMART means your leads are reminded of what a broker can do for them and your customers are reminded to get in touch with you at crucial times in the life of their home loan.
Your own email marketing
Email communications look as if they’ve come directly from your business and all responses come straight back to you. Your emails are sent to customers at key moments in their journey to be relevant to them.
How SMART helps do the work for you
We know you don’t have a dedicated budget or a lot of time to invest in your own marketing, so we’ve done it for you.
How do we do it? We’ve built a series of fields into FLEX that sends information into your SMART elements. There’s no need to change your address or phone number in multiple places. Simply let us know of the change and it will be reflected across your SMART materials, website, emails and compliance documents. Most importantly of all, your emails, website, automated compliance documents and marketing material are all branded with your logo, photo and contact details.
Emails look like they’ve come directly from your computer, with replies coming straight into your inbox. Leads from your SMART website likewise come straight back to you for you to action.
What do you need to do to make all this work? Simply sign up to SMART and send us your logo and contact details. We do the rest.
- SMART is like your very own marketing team.
- Increase your conversion rates of contacts without active deals.
- Attract more web traffic and better engage with people.
- More insightful analytics and reporting will help your business thrive.
- Get your email and web solutions looking and working better than ever.
- Ten automated email campaigns which are triggered at various points throughout your prospect or client’s financial journey.
- A quarterly lifestyle magazine, Haven, for your clients (optional extra).
- Make it easier to build and nurture customer relationships.
- Connect with your clients at key points in their finance journey.
- The time and money you save mean a high return on your investment.
- Easily share on your social network feeds like Facebook and Twitter.
What our brokers say
We've looked at many options with regards to CRM programs to stay in touch with our clients. What I like about SMART is it's simple, easy to maintain and most of all our customer feedback always seems to be always positive.