Bob Donnelly—Home Express Mortgage

Synergy Team,

I just want to say that my Realtors tell me how they are WOW'ed by the persistent, consistent communication that "I" send to my Realtors showing them that "Bob's for real, Bob's in the game."  You and I know that it's not just what I'm doing; it's also thanks to ActionVision which helps me plan my every step so I can keep focused on the big pieces that are the most beneficial to my business; it's the dynamite combination of MaxSys {monthly newsletter system) and SAM {e-mail/phone/mailing combo system} that are helping me build my referral base with much less stress and effort on my part - they help to carry the ball to the ten yard line so I can go in for the touchdown.  What I especially like is how MaxSys and SAM work together to show my referral sources that I'm serious about helping them build their business.  MaxSys has a "homemade" feel to it that allows me to show how much I care for my referral sources and clients.  SAM gives this a different kind of twist to help me gain the trust and respect of my referral sources, while letting me help them with their business, in hopes of my gaining some of that new business they otherwise would not have had.

Thanks for making my life run so much more smoothly, team.  One of the best perks is that the time I save using these systems lets my wife and I visit our daughter and her family in Florida twice a year the past two years, where we never went more than once a year in the past. 

Stan Lambert, Columbia National, Inc.
...Gary Zell's first month netted 1.7 million in loans directly attributable to the newsletter and personal letter we sent to his 700 person mailing list. (26 "thank you" phone calls, and 6 loans so far.) Thanks.

Pam Bella—United Financial Mortgage Group
MaxSys for Professionals is such an easy system to use! It has huge potential to make a difference in my referral sources' businesses.

Shannon Fassett—Fassett & Finucane Mortgage
I'm a very busy person. I have no time to consistently contact my referral sources and contacts. I love MaxSys because all I have to do is e-mail my database once a month to Synergy, and they take care of the rest. If I don't e-mail my database, they still take care of it! This is a really simple, powerful system.

Greg Maddox—Lakeside Mortgage
What I like about MaxSys is that is can be used as a tool to help my referral sources grow their businesses as I grow mine.

Dan Graham—Compass Mortgage, Inc.
Dear Synergy Team,
I just wanted to take a moment to tell you how pleased I've been with the MaxSys system up to this point. I've been using the system for seven months now, and I get about three calls a month that come directly from MaxSys recipients. I find that the newsletters do a really good job building relationships for me, even when I'm not able to call or meet with people in person. I've offered MaxSys to many of the employees at my company, and most of them have taken me up on the offer because they've seen what it's done for me.

Thanks for helping me get great use from my marketing budget and build relationships with valued clients and prospects!

Bob Donnelly—Home Express Mortgage
Dear Synergy,
I want to take a moment to say thanks for making the MaxSys newsletter series. I'm now on "Year 3" of using MaxSys as a turnkey operation and I have had great results from it.  What's really great is that it takes me only a few minutes each month to send you my current d'base.  I now have several of my key referral sources using it, too, thanks to the great discount you offer my referral sources using my site license.  My referral sources feel more indebted to me as a result of that huge discount, so I gain even more of their referral base, save them a bundle, and put a few small "break even sales" on your side of the board, so it's a Win-Win-Win.

I think MaxSys offers a timely, friendly way to warm up my cold leads.  I send it to my past clients to keep my name in front of them every month.  I send it to my key referral sources, to everyone in my database, and think this was a great business decision on my part.  It's one of the more important pieces of the puzzle to help keep my face in front of my key referrals AND my clients. Thanks for helping me get to where I am today in the business world. 

Kirt Grant—Northern Mortgage & Investments
Dear Synergy Team,
Thanks so much for the good work with my MaxSys series. My clients, prospects, and referral sources have mentioned to me that they appreciate the letters each month. Using the system has greatly improved the consistency of the mail marketing my company does, and we've improved efficiency from one quarter to the next.

MaxSys is an excellent system for anyone who's too busy to set up, manage, and maintain their own marketing. I appreciate the ability I have to give you most of the work and know that it will get done!

Thanks again.

Shannon Fassett—Fassett & Finucane Mortgage
Dear Mark,

I have to tell you that since I started using the MaxSys For Professionals newsletter series with everyone in my database, it has paid for itself seven times over -- and I've only used it for 6 months! I receive many calls as a result of how the newsletter draws people to me and so far I've turned six of those calls into deals! Needless to say, I am very pleased with the results. I was a little skeptical at first about sending it to my past clients, prospects, and key referral sources, but am a believer and am so glad that I am using the series in this manner. I can effortlessly keep in touch with my prospects, past clients and referral sources.

For a long time I had been wanting to mail a series to my clients, didn't know how to start one, and thought I had to send a different one to each group within my database. Thanks for helping me realize that I could send everyone the same series and not have to worry that it wouldn't be beneficial. This is the best thing for my business for now and perhaps someday it will grow enough to merit separate newsletters for each category. Until then, I'm moving forward and seeing great results from the newsletter series.

I've been able to stay within my marketing budget with MaxSys and hope to have several of my key referral sources using it for their own businesses soon. That's when I really hope to see some mileage for my money. My only question about it is to myself: why did I wait so long to do this? Again, many thanks!

Randy Schulenburg-Maranatha Mortgage
Dear Mark,

Just wanted to take a moment to let you know how pleased I am with the MaxSys For Professionals newsletter series. It really does help to build relationships with my readers as you said it would! While I've only been using the system since September, already my cold calls are warmed up with my doing next to nothing and it gives people a chance to become more familiar with me. Prospects who are getting closer to making a decision are more receptive to my calls as well because of my name being in front of them on a regular basis. I have had 5 people call ME after receiving the first issue of this newsletter without my doing more than giving YOU their addresses.

I'm convinced that turnkey newsletters are the way to go to build a business. Although I have not yet offered the use of my MaxSys license to my key referral sources, I do plan to do so once I have them lined up properly, so I'm excited about helping those individuals and at the same time leveraging that to help build my own business. This is a very ingenious approach to marketing. Thanks!

Al Williamson-Compass Mortgage

Just wanted to let the Synergy team know that a combination of my MaxSys newsletter and follow up letters/postcards/phone calls through the SAM system has resulted in a possible purchase. Their house is sold and they are going after one of two new homes in the area. I was selected to do their mortgage based on my follow up letter to the monthly newsletter. This is a small % of the Arrowhead target area, but it is a start. It is early in the process, but I feel it will go through. Their house is sold, and I did a pre qual today for the buyer and realtor for the first offer.

I have also had good reviews on the newsletter when I talk with people on my follow up calls. Actually, the ladies like it, but when I get the man on the phone he is not aware of it (or he will not admit it).

I just wanted to pass on some good news to Synergy.

Al Williamson

Compass Mortgage

Jayme Huston-WealthBuilders

Thank you so much Karen. You also have been great to work with.  You have helped
make everything run so smoothly.  I feel that I can ask anything, and not have a
dumb question.  And you always explain every thing so well.  Thanks again for
all of you hard work.  You guys with the MaxSys System are great.  I think that
this will really benefit our company as a whole. 
Thanks again.