Product & Process Reviews

Loan officers who have opted to send customized pet tags and engraved cutting boards to their clients at closing give feedback about their experience.

When integrated with our clients' loan origination system, we have the ability to use loan milestones to automate customized gifts along the borrower's journey.

In the Spring of 2022, we asked originators what they thought about these gifts. The feedback was incredible, landing us with a Net Promoter Score of 94*.

Net Promoter Score (NPS) is a measure based on the likelihood to recommend a given brand, product, service or experience. NPS ranges from -100 to +100. Anything above +80 is considered "World Class."

Here's some feedback we've received (identities are anonymous as these were statements collected from our NPS survey)

 

Very cool way to differentiate us from competitors

Personalized products create a link to remember me in the future.

My clients love them!

Appreciate the easiness of the ordering process; simple and seamless. Clients love the products.

This cutting board has had the highest positive feedback of any closing gift in 30 years of being in the industry.

Who doesn't love their pet?!?! Having a new pet ID tag with their new home address is such a sweet little gift.

My customers love these items. The process is hassle free for me. I don't have to even think about it. I think this also is an affordable closing gift.

I love the cutting boards for my customers. They receive them a couple weeks after closing which is perfect timing.

I have a lot of clients text, comment back to me out much they love their cutting boards. I have actually had clients who didn't use me as their lender say they would refinance to receive one. It's a nice gift after the transaction is over coming in the mail.

Customers absolutely LOVE the pet tags. It's so simple yet makes a huge impact.

An added bonus to great customer service, completing the new home buying process to include pets is pretty warm hearted and great stuff!

Inexpensive automated closing gift.