Ordering GCs for Mortgage Clients: How Does it Work?

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Discussion Overview

This thread discusses the process of ordering gift certificates (GCs) for clients in the context of mortgage transactions. Participants share their experiences and clarify how GCs can be ordered and redeemed.

Discussion Character

  • Anecdotal
  • Opinion-based
  • Technical explanation

Main Points Raised

  • One participant mentions being approached by a mortgage professional about ordering GCs for clients but is unsure of the process.
  • Another participant clarifies that there is no shipping and handling charge on GCs, and they do not need to be ordered with a show.
  • One participant suggests consulting the policies and procedures manual for detailed information on GCs.
  • Several participants discuss the idea of ordering GCs through a show, suggesting a minimum order amount to provide an incentive for the mortgage professional to order additional products.
  • One participant notes that GCs can be ordered in smaller increments, starting at $20 and increasing in $5 increments.

Areas of Agreement / Disagreement

Views differ on whether GCs should be ordered with a show, with some participants suggesting it as a strategy while others indicate it is not necessary.

Contextual Notes

Participants share personal experiences and insights regarding the ordering process for GCs, focusing on practical aspects rather than official guidelines.

Who May Find This Useful

Consultants interested in understanding the logistics of ordering gift certificates for clients in the mortgage industry may find this discussion relevant.

randis
randis
Messages
74
I have a mortgage lady calling me and wanting to order GC for all her clients when they close on their house....

I have never done them before I need to get back to her ASAP.

Anyone know how they work? Do they need to be ordered with a show? Can I just put them in as an individual order? Do they still get charged the $4 in s&h?
 
There's no S/H charge on the GCs, but there will be on whatever is ordered. They don't have to be ordered with a show. When the recipient is ready to redeem it, they will follow the instructions and go through the home office.
 
If you read the policies and procedures manual on CC there is a page on it that explains it VERY well.
 
...But you can order them on to a show.....if you suggest to her to order at least $200, or $150 if you maybe meet her to discuss it with some food to demo the products... then she could get a little incentive to order something for herself!
 
  • Thread starter
  • #5
jenniferknapp said:
...But you can order them on to a show.....if you suggest to her to order at least $200, or $150 if you maybe meet her to discuss it with some food to demo the products... then she could get a little incentive to order something for herself!
Click to expand...


I like that Idea, and she could get those in smaller increments right?
 
randis said:
I like that Idea, and she could get those in smaller increments right?
Click to expand...

Gift certificates start at $20 and go up in $5 increments.
 

Frequently Asked Questions

What are GCs and how are they used for mortgage clients?

GCs, or gift cards, are prepaid cards that can be used to purchase products or services. For mortgage clients, GCs can be an incentive or reward during the mortgage process, helping to enhance client satisfaction and loyalty.

How can I order GCs for my mortgage clients?

You can order GCs through various retailers or service providers that offer gift cards. Many companies, including Pampered Chef, provide options for bulk orders, which can be tailored to your needs as a mortgage professional.

Are there specific types of GCs recommended for mortgage clients?

While any gift card can be suitable, it's often best to choose GCs that align with your clients' interests or needs. Popular options include home improvement stores, restaurants, or local businesses that your clients may appreciate.

What is the typical process for distributing GCs to clients?

The process usually involves ordering the GCs in advance, receiving them either digitally or physically, and then distributing them to clients at key points in the mortgage process, such as after closing or during a client appreciation event.

Are there any legal considerations when giving GCs to clients?

Yes, it’s important to check local regulations and your company’s policies regarding gifting. Some jurisdictions may have restrictions on the value of gifts, so ensure compliance to avoid any legal issues.

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