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5 4*2 <<[ My Address ]>> <<[ My City ]>>, <<[ My Prov ]>> <<[ My Postal ]>> Tel: <<[ My Bus Phone ]>> Fax: <<[ My Fax ]>> <<[ My ]>> Web: <<[ My Web ]>> <<[ Current Date ]>> <<[ Property City ]>>, <<[ Property Prov ]>> <<[ Property Postal ]>> Dear <<[ App and CoApp First Names ]>>: It doesn't seem possible that a whole year has passed since you were here to finance your home. I trust it has been a good year for you. On behalf of everyone at, thank you for choosing us for our services. Along with my promise to keep in touch, I just want to remind you that I am always here to serve your mortgage needs. We are committed to continuing to provide you with the highest level of customer satisfaction possible. If for any reason you have questions or comments, we would be delighted to hear from you. Call our toll-free number, <<[ My Toll-Free Phone ]>>, or send us at <<[ My ]>>. Again, thank you for your patronage. We look forward to serving you. Yours truly, <<[ My Title ]>> <<[ My ]>> "Making home ownership safe and affordable for you, family and friends" $$

6 5 According to our records your mortgage is up for renewal next year and it's time to book your mortgage renewal appointment. Please call us today at <<[ My Bus Phone ]>>, or visit us online at <<[ My Web ]>> to book your appointment. According to our records your mortgage is up for renewal next year and it's time to book your mortgage renewal appointment. Please call us today at <<[ My Bus Phone ]>>, or visit us online at <<[ My Web ]>> to book your appointment. ))

7 Appointment Postcard <<[ My Address ]>> <<[ My City ]>> <<[ My Prov ]>> <<[ My Postal ]>> <<[ Property City ]>> <<[ Property Prov ]>> <<[ Property Postal ]>> <<[ My Address ]>> <<[ My City ]>> <<[ My Prov ]>> <<[ My Postal ]>> <<[ Property City ]>> <<[ Property Prov ]>> <<[ Property Postal ]>> --

8 Maturity Letter <<[ My Address ]>> <<[ My City ]>>, <<[ My Prov ]>> <<[ My Postal ]>> Tel: <<[ My Bus Phone ]>> Fax: <<[ My Fax ]>> <<[ My ]>> Web: <<[ My Web ]>> <<[ Current Date ]>> <<[ Property City ]>>, <<[ Property Prov ]>> <<[ Property Postal ]>> Dear <<[ App and CoApp First Names ]>>: It was our great pleasure to service the financing of your mortgage a few years ago. Once again, thank you for providing us with the opportunity of looking after your mortgage needs. According to our records, your mortgage is maturing on <<[ Maturity Date ]>> and it's time to book your mortgage renewal appointment. I would like to help you secure the best rate possible so that you can pay off your mortgage sooner than you dreamed! As when you first worked with, our no-cost service still includes analyzing your financial situation, evaluating all the mortgage options available, aggressive rate negotiation on your behalf, and if necessary debt consolidation. Together, we'll make sure you have the rate advantages and flexibility to achieve your financial goals much sooner. Please call us today to book your mortgage renewal appointment. Yours truly, <<[ My Title ]>> <<[ My ]>> "Making home ownership safe and affordable for you, family and friends" ((

9 Year 3 Letter <<[ My Address ]>> <<[ My City ]>>, <<[ My Prov ]>> <<[ My Postal ]>> Tel: <<[ My Bus Phone ]>> Fax: <<[ My Fax ]>> <<[ My ]>> Web: <<[ My Web ]>> <<[ Current Date ]>> <<[ Property City ]>>, <<[ Property Prov ]>> <<[ Property Postal ]>> Dear <<[ App and CoApp First Names ]>>: It was our great pleasure to service your mortgage needs a few years ago. Once again, thank you for providing us with the opportunity of looking after the financing of your mortgage. Managing one of your largest investments, your mortgage, takes effective strategies that can help work toward reducing your mortgage quickly and safely. We would like to point out some simple strategies that you might be able to take advantage of to help you improve your monthly cash flow or reduce your mortgage quicker. Consider the following: Have you recently received a raise that can be applied to your mortgage payment? Did you receive a tax return that can be applied to your mortgage? Do you need to consolidate outside debt to improve your cash flow? Can you afford $100 more a month in mortgage payments? If any of these questions apply to you please give us a call and we will sit down and work out your financial details. Yours truly, <<[ My Title ]>> <<[ My ]>> "Making home ownership safe and affordable for you, family and friends" ++

10 Closing Letter <<[ My Address ]>> <<[ My City ]>>, <<[ My Prov ]>> <<[ My Postal ]>> Tel: <<[ My Bus Phone ]>> Fax: <<[ My Fax ]>> <<[ My ]>> Web: <<[ My Web ]>> <<[ Current Date ]>> <<[ Property City ]>>, <<[ Property Prov ]>> <<[ Property Postal ]>> Dear <<[ App and CoApp First Names ]>>: IWow!!! After all of the stress of looking, finding, financing, inspecting, packing and waiting, it's finally yours. Congratulations on the purchase of your new house! Over the next few months and years you will add your touches, converting the house into your new home, making changes here and there, and finally it will become a part of you. As you are aware, the interest rate for your purchase of, <<[ Property City ]>>, <<[ Property Prov ]>> was reviewed prior to closing and you received a final rate of <<[ Interest Rate ]>>% with payments being calculated at $<<[ Payment ]>>. Should you ever have any questions, please do not hesitate to contact me and please, tell your friends about at. Your referrals are very important to us. Without them our business simply will not grow. I need more people just like you... your friends and family. Thank you again and congratulations. Yours truly, <<[ My Title ]>> <<[ My ]>> "Making home ownership safe and affordable for you, family and friends",,

11 Referral Thank You <<[ My Address ]>> <<[ My City ]>>, <<[ My Prov ]>> <<[ My Postal ]>> Tel: <<[ My Bus Phone ]>> Fax: <<[ My Fax ]>> <<[ My ]>> Web: <<[ My Web ]>> <<[ Current Date ]>> <<[ Referral First Name ]>> <<[ Referral Last Name ]>> <<[ Referral Company ]>> <<[ Referral Street ]>> <<[ Referral City ]>>, <<[ Referral Prov ]>> <<[ Referral Postal ]>> Dear <<[ Referral First Name ]>>: RE:,, <<[ Property City ]>>, <<[ Property Prov ]>> THANK YOU!!! I would like to thank you very much for the referral. I trust the service provided to you and your clients was above your expectations. As you are aware, <<[ App and CoApp First Names ]>> moved into, <<[ Property City ]>>, <<[ Property Prov ]>> and it was a great pleasure to help them do so. Should you ever have any questions, please do not hesitate to call me and please, tell your clients about of. Your referrals are very important to us. Without them our business simply will not grow. I offer quality personalized service to all my customers, so you can rest assured that your referrals will be very satisfied. Thank you once again for the business. Yours truly, <<[ My Title ]>> <<[ My ]>> "Making home ownership safe and affordable for you, family and friends"

$ % incontact - Client Plan 2 www.incontact.ca 1 866 290 6067

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