Customer Service – Referrals and connections made simple – CardTapp

Category: Customer Service

what is DX vs CX

2 Ways to Tap into DX to Capture, Close, and Retain More Clients

Most insurance professionals are familiar with CX (customer experience) because it’s an integral part of their business, but more and more CX is moving toward DX (digital experience). Customer experience is all customers interactions, each touchpoint they experience with your organization. While DX refers to all interactions customers have on a digital platform. This includes…

Read More

Loan Officer’s Business Flourishes With Mobile App

Michele Catoire: Loan Officer, Branch Manager, and Longtime CardTapp User Michele Catoire is a senior loan officer and branch manager at Envoy Mortgage right here in Bellevue, Washington (CardTapp HQ)! She was one of CardTapp’s very first customers and has been both loyal and thoroughly happy with her purchase since day one. Throughout that time,…

Read More
get better roi out of your cardtapp app

5 Ways to Immediately Get More ROI Out of Your App

We’re constantly learning creative ways that CardTapp members are using the solution to solve business problems or achieve new goals. No matter how long you’ve had your app, here’s some hacks you might not already be implementing that will help you get even more ROI out of it. Send Lots of Text Messages from TappTracker…

Read More
mortgage customer satisfaction

How to Combat the Trending Decline of Mortgage Customer Satisfaction

Customer satisfaction is one of the key factors in a successful business. Having excellent customer satisfaction ratings can mean more time saved, valuable insights into your customer’s sales cycle, and more money. Higher Satisfaction Ratings Mean Better Business Customer satisfaction is one of the leading indicators of a consumer’s intentions to repurchase/renew and their loyalty…

Read More
why you need a digital business line for your home business

3 Reasons to Stop Using Your Personal Cell Number and Get a Virtual Business Line

As the trend to keep our mobile phones within arm’s reach only continues to increase, the line between personal-communications and work-communications gets blurrier and blurrier and the practice of using our personal cell phones for business purposes seems virtually unavoidable. The reality is that you don’t have to give your personal mobile number to your…

Read More