Prioritizing & Tracking Client Communication Template

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Effective communication with clients is crucial in the mortgage industry. This template helps mortgage professionals organize and prioritize their client communications to ensure timely responses and high client satisfaction. It includes tasks for responding to urgent emails, scheduling and preparing for client meetings, following up on pending issues, and gathering client feedback.

By using this template, mortgage professionals can improve their communication processes, resolve client concerns promptly, and maintain high levels of client satisfaction.

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Prioritizing & Tracking Client Communication in Priority Matrix

Organize and prioritize client communication in the mortgage industry to ensure timely responses and high client satisfaction.

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Proposed Tasks

High Urgency, High Importance

  • Immediate Response Required - Task 1 due in 1 day
    ☐ Check email for client queries ☐ Respond to urgent emails ☐ Follow up on urgent matters
  • Follow-ups - Task 3 due in 1 week
    ☐ Follow up on pending client issues ☐ Update clients on progress ☐ Resolve any client concerns
  • Client Queries - Task 8 due in 1.5 months
    ☐ Answer client queries ☐ Provide required information ☐ Ensure client satisfaction

Low Urgency, High Importance

  • Response Required - Task 2 due in 3 days
    ☐ Check voicemail for client messages ☐ Respond to important voicemails ☐ Follow up on important matters
  • Client Meeting - Task 4 due in 2 weeks
    ☐ Schedule client meeting ☐ Prepare for the meeting ☐ Hold the meeting
  • Review Communication - Task 7 due in 5 weeks
    ☐ Review past week's communication ☐ Identify areas of improvement ☐ Implement changes
  • Client Satisfaction - Task 9 due in 2 months
    ☐ Check client satisfaction ☐ Resolve any issues ☐ Ensure high client satisfaction

High Urgency, Low Importance

  • Documentation - Task 5 due in 3 weeks
    ☐ Prepare client documentation ☐ Send documents to client ☐ Follow up on document receipt

Low Urgency, Low Importance

  • Client Feedback - Task 6 due in 1 month
    ☐ Ask for client feedback ☐ Analyze feedback ☐ Implement changes if necessary
  • Review Process - Task 10 due in 2.5 months
    ☐ Review communication process ☐ Identify inefficiencies ☐ Improve process