CASE STUDY

Compass Mortgage—The Todd Gosden Team

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Background

Helping a mortgage lender execute a cost-effective direct-mail campaign to a large client base.

Challenge

The Todd Gosden Team is a nine-person team that provides residential mortgages to clients in seven states. With more than 2,000 clients in its database, the team was looking for a cost-effective solution to implement monthly touchpoints and stay consistent with its overall client management plan.

Turn-Key Solution

Using the revenue from just one mortgage refinance or referral, the team can cover its monthly cost of sending InfoCards to its entire database, as either a stand-alone marketing tool or a complement to the team’s other marketing initiatives.

Outstanding Results

The Gosden team knows that each monthly interaction with its clients via InfoCards will be consistent, meaningful, and cost effective. With its marketing needs handled efficiently, the team can focus on what is most important to its business—providing excellent service to clients.
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“We engage all parties on a loan individually—spouses, partners, co-borrowers—because everyone has their own network of friends, coworkers, and family. InfoCards can influence every member of a household, who then can potentially market us to their spheres.” Kathryn Robin, Head of Client Relations, The Todd Gosden Team

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