Mortgage refinancing is an important part of the banking industry. By polling their client database Prospera Credit Union branch managers were able to identify customers who would achieve significant savings if they chose to refinance their mortgage. We developed a simple information piece in the format of a greeting card. Inside, the customer was shown his/her current payment and the new payment should they choose to refinance. Prospera Credit Union was able to generate significant business through this monthly mortgage retention program.

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