Customer Retention Calls (Existing Clients)

$200.00

Includes review of current interest rate, contact to lender to confirm if rate is competitive. If rate is competitive, confirming with broker. If not, a brief comparison to be prepared and presented to broker for approval. Once approved, pricing to be implemented and confirmed with customer.

*Charged on a 10 file basis

*Maximum of 10 files per day

*Customer retention fee is not charged for end-to-end deals

*If a deal results from a retention call (i.e. refinance), it would be appreciated if the deal is processed through Max Broker Support as a show of good faith

Includes review of current interest rate, contact to lender to confirm if rate is competitive. If rate is competitive, confirming with broker. If not, a brief comparison to be prepared and presented to broker for approval. Once approved, pricing to be implemented and confirmed with customer.

*Charged on a 10 file basis

*Maximum of 10 files per day

*Customer retention fee is not charged for end-to-end deals

*If a deal results from a retention call (i.e. refinance), it would be appreciated if the deal is processed through Max Broker Support as a show of good faith