Consumers are the lifeblood of any business. They make your business and add value to your brand. But, especially in the mortgage business, your clients are your principal assets – every single client is a potent source for new business opportunities.
With effective service and the right kind of encouragement, your clients can make referrals rain and boost your sales. Although it doesn’t happen in a wink of an eye, client referrals are achievable with subtle motivation and effective communication.
But how? How to make clients willing to help you with referrals? How to give them an experience that is personal yet effortless? How to express yourself as a client-centered business without sounding trite?
These targets are achievable by combining the two most wondrous and impactful elements of human ingenuity. Artificial Intelligence (AI) and thoughtful gifting.
Read on to learn how to use AI Gifting to boost referrals for your firm:
AI Gifting – Say Hello to Hassle-free Gifting
Automated gifting through CRM integration and end-to-end processing has made gifting a breeze. With superhuman efficiency, AI-powered gifting offers a breather from tracking gifting occasions, ensuring timely delivery, to effectively managing bulk and repetitive gifting.
Sparing from the time-consuming process is a blessing for companies since gifting to employees, clients, vendors, partners, etc., is now a lot easier to manage. With little scope for error and miss-outs, AI Gifting is as efficient and hassle-free as it can get.
But How Does AI Gifting Pump up Referrals From Clients?
Consider this scenario – the sales transaction is complete. Post-sale formalities are over, and you’ve handed over the keys to the client’s new home. The client is satisfied with the service and makes a mental note to rate your services and give positive feedback.
But your relationship ends there, and after a year, they might not remember the exemplary service, spontaneity, and professionalism you displayed during the transaction. And that is why you need to tackle monotony by making it memorable. And what is more unique and refreshing than a gift?
These are some of the types of gifting (AI-able) you can explore to strike the right chords with your clients:
1. Closing Gifts
A personalized closing gift goes a long way in making the whole transaction experience memorable for the clients. Sending your clients a customized closing gift adds significant value to the transaction and makes the experience unforgettable. In addition, this helps you to stay on top of their minds and attracts reviews and referrals.
2. Housewarming Gifts
You may also send clients a sweet housewarming gift to jog their memory of the experience they had with your firm. Sending them a housewarming gift that they would love will bring you a step closer as a business that values client happiness.
3. Loan anniversary Gifts
A memorable yet straightforward loan anniversary gift will be a refreshing reminder of the rapport you shared with your clients during the loan processing and how much you value their trust.
4. Referral Gifts
A subtle yet effective tactic to appreciate referrals and encourage more along the way is by sending a customized referral gift. It delights the referrer when their efforts pay off, and they would voluntarily help you with more referrals and spreading positive word-of-mouth.
Also Read – Easy Ways to Run Real Estate Referral Program
Easy as it seems, gifting requires diligent planning, tracking, and managing the logistics. On a regular busy day, this is an added burden and prone to errors if not handled effectively. This is why you need a robust AI Gifting partner.
With incomparable efficiency and seamless automation, AI Gifting manages and delivers the right gift at the right time. All you have to do is link your CRM with your AI gifting partner, and it sends out notifications on loan anniversaries, housewarming, and other events that warrant client gifting. Easy-peasy, isn’t it?
AI Gifting saves you the trouble of manually making arrangements for every gifting occasion, especially for mass gifting.
But that is not all. Take all that intelligent automation on one side and add to it the guarantee of curating a perfect gift your clients would love. So what, an AI Gifting assistant that can curate perfect gifts too? Yes, and this gifting wonder is called Eva.
Eva: Experience AI Gifting With A Human Touch
As efficient as AI Gifting is, the onus of choosing the perfect gift for your client still lies with you. For example, the AI could have no idea that your client loves dark chocolates or that your client is not a fan of herbal teas, for instance.
But with Eva, you don’t have to pick and choose gifts since it perceives client preferences through a friendly chat with them. For example, while chatting with your client, Eva learns that he has a dog and takes the dog for a run every morning.
Eva then picks the most suitable gift, say a wireless earphone for the client and a smart pet toy for his dog, meeting the fundamental requisites of a perfect gift for that client. Thoughtful? Check. Smart? Check. Usable? Check. Made them happy? Totally.
And all you have to do is specify the budget and send Eva gift links to their emails/phone. Lay back and relax while Eva curates the perfect gift and manages the whole process end-to-end with incredible efficiency while ensuring a delightful gifting experience for you and your client.
Obviously, that’s not all. There is more to Eva.
How is Eva’s AI Gifting Different?
There is gifting automation available in the market. But Eva brings more one the table than the rest of the pack. With Eva, you’re sending data-driven research-based gifts every, single, time! So take a closer look at what sets Eva AI Gifting apart:
Fully automated – Eva AI Gifting performs without any human input at any stage of the operation — from choosing the gift to delivery and returns on rare occasions. Only generating and sending the link to the recipient requires human input. As a result, it’s fast, reusable, and hassle-free.
Simple Interface – Discussing preferences with Eva is a joy in itself. Clients feel the warm tingle of a surprise coming their way. It is a surprise that they would love, because it is related to something you like or based on their hobbies/routine. And with a gift acceptance rate of 95%, Eva guarantees the perfect gift, every single time.
Accepts Feedback – Eva comes with a happiness guarantee too. In rare cases, if your client is unsatisfied with the gift, Eva swiftly sends another better gift, totally free of cost.
Personalization – Say your client has just had a baby. Eva, through a chat, would gather information about the baby and curate a gift box that would be ideal for the new parents and baby-safe. But that’s not it. At a specified price (from $30 to $1000), you can send handwritten notes to add more personal touch to the gift.
Utility – Although Eva is not a gifting eCommerce, all of Eva’s brilliantly curated catalog of gifts have excellent utility. From pet toys to wireless doorbells, these products are smart, efficient, and thoughtful. The extensive catalog contains handpicked gifts items that are continuously updated based on customer feedback and Google ratings.
Flexible control – For clients you know well, you can input preferences or send a suitable gift through Eva. For your workaholic client, you can send a personalized spa gift set for a refreshing spa experience at home. Eva analyses preferences and sends a lovely gift for clients you don’t know so well and sends a lovely gift for clients you don’t know so well, making your work easier in both cases.
Thoughtful gifting leaves a lasting impression on clients and makes them feel valued. When you express gratitude to your clients with memorable gifts, they will willingly assist you with referrals and positive publicity. One of the best ways to establish lifelong relationships with clients is with a thoughtful gift that is symbolic of your commitment to serve their best interests.
Take a trial with Eva and experience the joy of AI Gifting.