Marketing Matters | August 2014 by Kenn

MARKETINGMATTERS Volume 1 / Issue 14

The importance of

B2B Relationships

Inside Developing the Right B2B Partnerships Whatâ&#x20AC;&#x2122;s New Marketing Library

August 4 | 2014

MARKETINGMATTERS “I INVENTED NOTHING NEW. I SIMPLY ASSEMBLED THE DISCOVERIES OF OTHER MEN BEHIND WHOM WERE CENTURIES OF WORK… PROGRESS HAPPENS WHEN ALL THE FACTORS THAT MAKE FOR IT ARE READY AND THEN IT IS INEVITABLE.” HENRY FORD

CONTACTS

| Phone 503.597.6702

| Email marketing@GoLoanStar.com

Kenn Bartley

| SVP Marketing & Business Development

| kbartley@GoLoanStar.com

Adrian Khaki

| Regional Marketing Manager

| akhaki@GoLoanStar.com

Mikayla Morgan

| Regional Marketing Manager

| mmorgan@GoLoanStar.com

Nick Long

| CRM Manager

| nlong@GoLoanStar.com

Kayla Bowker

| Marketing Administration

| kbowker@GoLoanStar.com

Sheri Kramer

| Marketing Administration

| skramer@GoLoanStar.com

Matt Houston

| Business Development Manager

| mhouston@GoLoanStar.com

Emily Eastburn

| Marketing Administration

| eeastburn@GoLoanStar.com

M ar keti n g M a tter s i s p r o v i d e d t o e v e r y o n e a t L o a n S t a r Ho m e L e n d i n g t o u s e , s h a r e a n d l a u n ch . T h e s t a ff w e l co m es c om m en ts an d id ea s a n d a lth ou gh w e st r iv e fo r p er f ec ti on , w e ar e w el l a wa re th at we w o n ’t p l ea s e e v eryon e .

Win-Win Solutions for Your By: Ralph Lovuolo and Kabir Mahadeva

“Affinity programs are the extra legs to hold your stool up. They stand for long term referral sources and

December 18, 2013 | 4:31pm ET

consistent returns.”

Referral Sources

Greg Haase The highly successful loan officer knows that business depends on referrals which in turn come from successful partnerships. To emphasize The idea of mutually rewarding collaboration, we always use the term “referral partners” for the people with whom we share clients. We have to empathize with our referral partners and help them do business. We have to speak their language and win their hearts.

“If you talk to a man in a language he understands, that goes to his head. If you talk to him in his language, that goes to his heart,” said the recently deceased former president of South Africa, Nelson Mandela. We advocate a simple approach to attracting business with referral sources: help them accomplish their goals. Inevitably, they will reciprocate, almost without asking. Why? Because of the Law of Reciprocity: people feel obligated to help those who help them. To empathize, you must visualize yourself in your partner’s situation. What are the challenges, goals, and aspirations? What can you do to help achieve them?

The first step in developing a win-win solution for a referral partner involves asking questions. In your initial meeting and then periodically, you must learn the partner’s needs and then make suggestions. Just ask: 1. What goals have you set for your business this year? Are you on track? Why not? 2. What strategies and plans will you use to achieve your goals? Are they written down and detailed? Do you need help doing this? 3. What types of clients do you most like to work with? What types do you hate? 4. Where do you need help? 5. How do you stay in touch with past clients? Have you automated this? 6. What would save you time, reduce stress, or make things go more smoothly? The answers expose critical needs, and allow you to customize your assistance. Solving those needs will create a win-win situation for your referral partner. He wins because he does more business and you win because you get referrals. In this “all about me” world, showing a genuine interest in someone else will yield positive results if coupled with powerful information that helps someone succeed. Then you will be the person they first think of when the opportunity to refer business arises. To provide such information, you must have a quiver of arrows, each representing a single concept or idea that will help a referral source do more business. Then target the arrow at the problem. It’s that simple. Learn all you can about real estate, personal finance, time and priority management, negotiation, and sales. The loan officers who just discuss interest rates, points, programs, fees and service will consistently fail to get referrals. Such loan officers have no clue that changing the message will bring better results. Can you have a 15-minute conversation with a referral source and never use those words? For most of you, the exercise is almost impossible. A highly successful loan officer, however, just needs to ask some good questions and offer concrete ideas, strategies and tactics, instead of delivering a lame sales pitch. Suppose you ask a busy, but not -quite-well-organized real estate agent, the following question: “Would it help you if someone could return all your phone calls and complete a profile for every one of your prospects?” Then offer to do it or find someone to get it done.

Have we done this? Yes! Has it worked? Yes! Why? Because we offered to help someone who needed help and they appreciated it. Should the loan officer actually take the calls? Sometimes, but actually this can easily be done by an assistant. The concept and the offer of help is what counts. How about setting up a customer relationship management system for a partner to send information regularly to their database? Why not propose a joint marketing scheme where you and the partner use the same database? In exchange for your help, you’ll get a whole new set of prospects. Finally, we must emphasize that you must also send business to your referral partners. If a client comes to you for a prequalification, ask the client if she’s working with a real estate agent. This provides the golden opportunity for you to present a real estate agent with a prequalified, motivated client. As part of his mortgage consultation, Kabir would also ask his clients to rate their other financial service providers such as accountants, financial advisers, and attorneys. This opened the door to send referrals to other financial professionals, who then reciprocated. If you give people what they want, they will give you what you want. When you encounter someone who doesn’t reciprocate, they will never be a good partner, so don’t work with them.

Note: LoanStar Marketing is designed to handle most of the concepts in this article. Call your marketing concierge today to put it in motion!

Source/ Citation: LOVUOLO, RALPH, and KABIR MAHADEVA. "Win-Win Solutions for Your Referral Sources." National Mortgage News. National Mortgage News, 18 Dec. 2013. Web. 03 Aug. 2014.

OPEN HOUSE/LISTING FLIERS

BY THE NUMBERS

The number of LoanStar Originators as of August 1, 2014. Goal for co-branded Financing Option Fliers is one per LO, per week (63 X 4 = 252).

The number of Finance Option Fliers ordered for the month of July, 2014.

IN THE NEWS Recent LoanStar Home Lending Press Clippings

THE HERALD of EVERETT, WASHINGTON, Monday, July 14, 2014

LoanStar Home Lending has added employees at the Everett branch. Randall “Randy” Brockway has joined LoanStar as a branch manager in Everett. He has more than a decade of experience in the mortgage industry. Andrew “Andy” Jaeger is the new business marketing specialist at the Everett branch. Cameron Lillibridge joined the branch as a processor. THE OREGONIAN, Wednesday, July 16, 2014

LoanStar, a mortgage banking firm in Portland, has added Michael "Shannan" Pratt as the executive vice president. Previously, he was as a commercial banker at Capital One. In addition, Kelley Pellerin was added as a loan officer; James Draper as a financial analyst; Kimberly Buettgenbach as a compliance analyst; Kelva Stroud joins as a closer; and Christine Cruz as an underwriter. THE COLUMBIAN, Sunday, July 20, 2014

Sheraden Schilling and Erin Edwards have joined LoanStar Home Lending as loan officers at the Vancouver branch. Schilling, who lives in Washougal, has been in banking since 1995. She previously worked at Washington Mutual/ Chase Bank and Umpqua Bank. Edwards has a degree from Arizona State University and has 13 years experience between Wells Fargo Bank and Umpqua Bank. She lives in Vancouver.

NOW ONLINE!

LoanStar in the News has been added to our main website. As LoanStar gets published in the news weâ&#x20AC;&#x2122;ll add to this online Press Room!

On the following pages are samples of marketing that was created and launched last month. You can order any of what you see in Marketing Matters for your personal brand and marketing needs. As new marketing is produced it will be included in subsequent editions of Marketing Matters.

HOW TO ORDER Call your Marketing Specialist or send your request for personalization to marketing@GoLoanStar.com. Include your name, branch, and this is important â&#x20AC;&#x201C; when you need it completed and ready to launch (usually not the same day, give us a chance!).

I WANT SOMETHING ELSE! Okay, call marketing and weâ&#x20AC;&#x2122;ll discuss what you need and how and when we can deliver it to you. Make sure you have a goal in mind along with your request, we get plenty of practice designing cool marketing stuff already!

CAMPAIGN “Sizzlin Summer Sweepstakes!” ends September 30th! WHAT Now until September 30, 2014, you can use this “Enter to Win” sweepstakes to gather contact and mortgage or real estate needs at events. Use at Open Houses, Home Shows, Buyer Semi-

nars, and if you are a year past your initial Re-engagement Campaign, you could elect to do a new give-away promotion. HOW To order contact your Area Marketing Concierge. COST No charge for the Traeger Junior Elite BBQ Grille or small quantity printing but expensive if you don’t use it! Postage and vendor printing, if any, will be charged to LO. GOAL To grow existing and re-engage old database by updating current contact information, stay on top of mind and increase mortgage inquiries from both current and prospective clientele. NOTE

This promotion ends September 30th. Get all your “Sizzling Summer Sweepstakes” entry forms to marketing on September 1st. The drawing will be held on September 3rd and a promotion about the contest, the drawing and the winner receiving the Traeger Junior Elite BBQ Grille will be created and made available for all who participated. Look for more details in future editions of Marketing Matters.

CAMPAIGN “LET US MOVE YOU AND CLOSE IN 14 DAYS!” WHAT Our new and improved Moving Certificate and Quick Close to be cobranded with your realtor partners. HOW To order contact marketing at marketing@GoLoanStar.com. GOAL To differentiate from competition by providing “Added-Value” and increasing inquiries. Promotes our unique moving promotion and how to close quickly. COST No design costs. Printing and postage will be split with your cobranded partner. See your area concierge for additional information.

CAMPAIGN “CURRENT RATE SHEET” - COBRANDED JUMBO PRICING WHAT Giveaway flyer to cobrand with your realtor partners to show JUMBO PRICING at open homes.

HOW To order contact marketing at marketing@GoLoanStar.com. GOAL To strengthen partnerships by providing a cobranded cheat-sheet for Realtor Partners for quick and easy reference when consulting a potential Jumbo Buyer. COST No cost!

CAMPAIGN “Rent vs Buy” Campaign—Cobranded Realtor Postcard WHAT You may have realtor partners requesting to for “Just Listed” or “Recently Closed” post card blasts, now you can help your realtor partners with this cobranded mail/email blast to target

certain neighborhoods and past clients. HOW To order contact marketing at marketing@GoLoanStar.com. GOAL To leverage Realtor Partnerships by cobranding this piece and marketing to surrounding properties of “Just Listed/Sold” homes. The goal of this strategy is to brand yourself and your partner as the “Neighborhood Expert” and increase purchase/ seller inquiries. COST No design costs. Printing and postage will be split with your cobranded partner. See your area concierge for additional information.

CAMPAIGN “Save the Date” Invitation eBlast WHAT Many of you have some great ideas and upcoming events/ gatherings for you Clients and Partners. Now you can add the WOW! Factor by sending out custom event “Save the Date”

invitations to promote your event! HOW To order contact marketing at marketing@GoLoanStar.com. GOAL To increase professionalism and attendance of upcoming events. This is a great way to build rapport with clients and partners for future referral opportunities. COST No cost!

CAMPAIGN “Wine Label” Closing Gift WHAT Brand your favorite wine’s with this LoanStar Label and your contact information in the back (Thank you Mary Pennel for supplying us with this design). Makes for a great closing gift for

your clients. HOW To order contact marketing at marketing@GoLoanStar.com. GOAL Branded closing gifts to increase brand and name recognition at the highest point of the transaction (Closing) to capitalize on referral opportunities with recent closes. COST No design costs. Printing costs may apply. Contact your area Marketing Coordinator for more information.

CAMPAIGN â&#x20AC;&#x153;Photo-Boothâ&#x20AC;? Event Marketing WHAT Bring energy to your events with our LoanStar Branding & be creative with your booths. With a photo booth, you will drive energy to your sponsored booths and give you a reason to follow

up with your Realtor/Client Prospects. HOW To order contact marketing at marketing@GoLoanStar.com. GOAL To increase energy and draw attention to booths at sponsored events. Great reason to follow up with partners, prospects & clients. COST Contact your Area Marketing Coordinator for details and budget.

CAMPAIGN “Sizzling Summer Sweepstakes” WHAT Now until September 30, 2014, you can use this “Enter to Win” sweepstakes to gather contact and mortgage or real estate needs at events. Use at Open Houses, Home Shows, Buyer Seminars, and if you are a year past your initial Re-engagement Campaign, you could elect to do a new give-away promotion. HOW To order contact marketing at marketing@GoLoanStar.com. COST No charge for the Traeger Junior Elite BBQ Grille or small quantity printing but expensive if you don’t use it! Postage and vendor printing, if any, will be charged to LO.

CAMPAIGN Documentation Checklist (V1.0) WHAT This simple, easy to follow Documentation Checklist is perfect in helping your clients understand and manage everything they need to work through the process. Send this out with your initial disclosures to help alleviate the stress of needing important documentation at the last minute! This is our first version of this marketing piece, so look for an updated version in the weeks to come. Feel free to send Mikayla input or suggestions on how to make it better! HOW Email Mikayla at mmorgan@goloanstar.com to order yours today! COST No charge for the Flier. Printing and postage costs may apply.

CAMPAIGN “General Products Flier” WHAT Our Products Flier is an easy way to show Realtors, builders and clients what programs we have to offer. Look for specific Product Fliers in the upcoming weeks that will highlight each product category. Use them in a series of meetings with referral partners. HOW Email Mikayla at mmorgan@goloanstar.com to order yours today! COST

CAMPAIGN “Meet the Team” WHAT At LoanStar you have the support of an awesome group and you should show them off! Use this Flier to let your business partners and clients know who will be helping them with what, and who to call if they have questions. This can eliminate a lot of the headaches of miscommunication! Promoting your team shows your strength in numbers!

HOW Email Mikayla at mmorgan@goloanstar.com to order yours today! COST No charge for the Flier. Printing and postage costs may apply.

CAMPAIGN “Rate Increase” Flier WHAT A lot of people don’t know how much an increase in rate can affect their buying power. Use this Flier to demonstrate exactly how crucial locking in their rate can be – now - and how a refinance can drastically change their home loan! This Flier will be tailored per region to account for average loan amounts. HOW Email Mikayla at mmorgan@goloanstar.com to order yours today! COST

CAMPAIGN “I’ve Moved” Email/Flier WHAT Let your clients and business partners know you’ve moved to LoanStar! This marketing piece can be blasted out via email, snail mail, or handed out to all of your clients and Realtors as an initial marketing piece to generate business. HOW Email Mikayla at mmorgan@goloanstar.com to order yours today! COST

CAMPAIGN “Affordability Options” WHAT Many people, especially first time home buyers, don’t know how affordable homeownership really is. Utilize this Flier to help clients realize how they could be saving money by owning a home vs rent! HOW Email Mikayla at mmorgan@goloanstar.com to order yours today! COST

CAMPAIGN “Let us Move You!” WHAT Our moving promotion is a great added value that can help you not only get more clients, but also help build stronger relationships with Realtor partners. Use this email blast alone, or partner with your Realtors(R) or builder to promote this awesome promotion to everyone! HOW Email Mikayla at mmorgan@goloanstar.com to order yours today! COST

CAMPAIGN “MMG Weekly” & “MMG Monthly” WHAT Mortgage Market Guide (MMG) is a popular mortgage market update newsletter proDion Mancia Sr. Loan Officer NMLS# 19061 The Mancia Group

vided by Vantage Production that can be branded and personalized with your information. There is a weekly and monthly update for MMG which includes a recaps, graphs, and much more!

LoanStar Home Lending NMLS# 1094582 Office: (503) 597-6703 Cell: (503) 381-8900 E-Mail: dion@themanciagroup.com Website: www.themanciagroup.com

HOW Check out MMG’s website (https://www.vantageproduction.com/mmg/index.php) and contact Nick Long (nlong@goloanstar.com) for more details. EMAIL RECIPIENT Realtors & Select database contacts

In This Issue COST $359 Per Year OR $39 on month-to-month, they also have a 14-day trial.

CAMPAIGN “Neighborhood Open House Flier” WHAT This is an example of an open house email that was featured all the Open Houses in a neighborhood. The LO did all the leg work to get the agents on board, and now she has new referral partners and the event created leads for her and the agents! HOW Marketing can create the Flier and contact Nick Long (nlong@goloanstar.com) to get it emailed to your targeted database. EMAIL RECIPIENT Clients and Realtors COST Free to design and email; nominal direct mail costs may apply

CAMPAIGN “MBS Highway” WHAT MBS Highway is another example of a subscription service that loan officers can subscribe to. We take what information they have given us on the articles and turn it into your branding with your name and photo on it. Marketing is willing to work with whatever subscription service you want and try and provide that to your database. HOW Go to MBS Highway’s website and contact Nick Long (nlong@goloanstar.com) for more details EMAIL RECIPIENT Weekly Realtors COST $499.95 a year OR $49.95 a month

CAMPAIGN “USDA Benefits Extended” WHAT This USDA blast was part of the once-a-month email blast going out to clients. Each month will be a new featured Flier and will be emailed out to each of your client email lists provided. All of them will be personalized with photos and other information. HOW Keep adding to your client email lists and building that database so more of your clients will get these. If you need help with your lists or the CRM you can contact Nick Long (nlong@goloanstar.com) EMAIL RECIPIENT Clients

CAMPAIGN “HARP” WHAT This email blasts to customers featuring the HARP refinance program. Every Monthly blast will go out on the third Thursday of every month. HOW Keep adding to your client email lists and building that database so more of your clients will get these. If you need help with your lists or the CRM you can contact Nick Long (nlong@goloanstar.com) EMAIL RECIPIENT Clients

CAMPAIGN “Referral Partner Budget” reference Flier WHAT When promoting our marketing services for referral partner use, this handy one-sheet explains how much each piece of the database campaign costs so they can budget accordingly. Use the budget Flier in conjunction with the Business Partner Marketing Resources brochure. HOW Email Mikayla at mmorgan@goloanstar.com to order yours today! COST No charge for the Flier.

CAMPAIGN “Introductory PowerPoint Presentation” WHAT Marketing produced a PowerPoint presentation to introduce his team to a builder. The presentation was brief and to the point and requested a meeting to follow up and answer and expand on any of the points in the presentation.

If you need a PowerPoint presentation for any reason, contact marketing. HOW Contact Kenn Bartley at 503-597-6702 or kbartley@GoLoanStar.com. COST None

CAMPAIGN “FHA Special” email blast or Flier WHAT We’re still looking for more FHA loans to send through as a test case so the incredible special is extended through April. Send to your agents and database! HOW Contact Nick Long for email blasts. Contact Mikayla Morgan for Fliers and direct mail. COST None unless mailing.

CAMPAIGN “Logo Store” WHAT The LoanStar Logo Store is online and open for business! Purchase logo apparel, promo items and open house props to gift to customers, referral partners or to use at open houses and events.

New to the Logo Store in April will be balloons in white and green; black golf towels, green tees and Nike golf balls; and green roller-ball pens. HOW Click on the link at the bottom of our home page, shop and purchase online. COST Vendor fees paid directly to supplier.

CAMPAIGN “Downsizing Flier” WHAT Use to co-brand with an agent to show prospects that you have all the bases covered when it comes time to sell and buy a smaller home. HOW Contact Mikayla Morgan to order your personalized copy. WHO Clients, prospects and agents. COST Free unless printed and mailed.

CAMPAIGN “Referral Partner Budget” reference Flier WHAT When promoting our marketing services for referral partner use, this handy one-sheet explains how much each piece of the database campaign costs so they can budget accordingly. Alternative to using the larger brochure and budget insert. HOW Email Mikayla at mmorgan@goloanstar.com to order yours today! COST No charge for the Flier.

CAMPAIGN “USDA Product Flier” WHAT Use this to discuss the benefits of the USDA program with Agents or Prospects. HOW Contact Mikayla Morgan to order your personalized copy. WHO Clients, prospects and agents. COST Free unless printed and mailed.

CAMPAIGN “Logo Store” WHAT The LoanStar Logo Store is online and open for business! Newly added products are logo mugs, pens and padfoli0s – all excellent gifts for customers and referral partners! New to the Logo Store in April will be balloons in white and green; black golf towels, green tees and Nike golf balls. HOW Click on the link at the bottom of our home page, shop and purchase online. COST Vendor fees paid directly to supplier.

CAMPAIGN “Interest Rate Effect on Payments” WHAT This email blast is ready to go out to your database personalized with your contact information and compliance disclaimers. The message will help readers realize that they should hurry to buy or refinance before rates go up or risk losing buying power in the future. Example payments can be modified to fit your database profile (two examples shown here). HOW Keep adding to your client email lists and building that database so more of your clients will get these. If you need help with your lists or the CRM you can contact Nick Long (nlong@goloanstar.com) EMAIL RECIPIENTS General Database COST Free

CAMPAIGN “Re-Engagement Campaign (Email Version)” WHAT For those starting their database cleanup promotion, we now have an online version of the highly successful direct mail piece. A fill-form survey is attached to the email to capture updated data, leads, choose their participation gift card, and enter them to win the giveaway prize. The addition of the fill-form may help improve database engagement. Note: Responses to direct mail average 30% return rate. Email return rate has been less than 2%. HOW Contact Nick Long or your LoanStar Marketing Specialist to get started. EMAIL RECIPIENTS Initial Database COST Gift cards and grand prize.

CAMPAIGN “Re-Engagement Campaign (Email Referral Partner Version)” WHAT For those co-branding with a referral partner’s database cleanup promotion, we now have an online version of the highly successful direct mail piece. A fill-form survey is attached to the email to capture updated data, leads, choose their participation gift card, and enter them to win the giveaway prize. The addition of the fill-form may help improve database engagement. Note: Responses to direct mail average 30% return rate. Email return rate has been less than 2%. HOW Contact Nick Long or your LoanStar Marketing Specialist to get started. EMAIL RECIPIENTS Initial Database COST Gift cards and grand prize.

CAMPAIGN “First Time Home Buyer” PowerPoint Presentation WHAT Thank you Curt Lillibridge and his team at our new Everett, Washington branch for providing their First Time Home Buyer seminar to share. Marketing has “Loanstarized” it and can customize it to meet your needs in your market. If you need this or any PowerPoint presentation for any reason, contact marketing. HOW Contact Kenn Bartley at 503-597-6702 or kbartley@GoLoanStar.com. COST None

CAMPAIGN Re-engagement Campaign – Generic for Realtor WHAT Remember the reengagement campaigns that we did for you when you started at LoanStar? We help Realtors with those too! If you ever need to send a sample to a Realtor, we can help brand it to match their realtor group and colors. This will help simulate what they can have done for them. HOW Email Nick at nlong@goloanstar.com to get started! COST No Cost!

CAMPAIGN Annual Real Estate Review – Generic for Realtor WHAT This is a generic look at the annual real estate reviews that we do for Realtor groups for a sample. You can use this to give your real estate groups that you want to partner with a sample of the work that LoanStar can provide them! HOW Email Nick at nlong@goloanstar.com to get started! COST No Cost!

CAMPAIGN “Expect the Best from LoanStar” WHAT Here is a Flier that puts together both the annual real estate review and the reengagement campaign in one Flier! How great would it be to show them each Flier individually and then follow up with this Flier to tie everything together! HOW Email Nick at nlong@goloanstar.com to get started! COST No Cost!

CAMPAIGN “Open House/Financing Flier” for luxury homes WHAT Re-designed Financing Option Flier for upper end homes. Can be used for any price range. HOW Call your Marketing Concierge to order and specify Standard or Luxury style format. To ensure delivery, allow 48 hours to produce and delivery you a .pdf to print or forward to an agent. WHO Targeted to real estate agents and builders. COST Free unless printed and mailed. CAMPAIGN “Moving Gift Certificate/14 Day Close” Flier WHAT This is a new beta test flier to use at Open Houses or other public events. The promotion is to show we give a Moving Starter Kit at closing to our clients and they can receive that too when the close with LoanStar. The “redemption” steps is to encourage a full underwriting preapproval that results in a quick close. HOW Order from your Marketing Concierge! Not intended for eBlast at this time. Will be printed on heavy stock with envelopes printed with “MOVING GIFT CERTIFICATE ENCLOSED” on them. COST No Cost unless over 25 are ordered, then minimal supply charges.

CAMPAIGN “Realtor Engineered to Shine” eBlast WHAT This is another way to show off what LoanStar can do for Realtors! Get multiple referrals by showing them how we are Engineered to Shine! HOW Email Nick at nlong@goloanstar.com to get started! COST No Cost!

CAMPAIGN “Credit Do’s & Don’ts” Flier WHAT This education flier is targeted to new customers to help them understand what to do and what not to do regarding their credit profile while in process for a new loan. HOW Order from your Marketing Concierge! Can be converted to an eBlast as well. COST No Cost unless mass printing is required.

CAMPAIGN “Custom Testimonial Request” eBlast WHAT What’s a better way to get testimonials than to email them and have them submit the testimonials through your personal site? You can use a number of tools, contest, or phrases to catch their attention and it definitely will with a personalized email like Dion’s. HOW Email Nick at nlong@goloanstar.com to get started! COST No Cost!

CAMPAIGN “Rent Vs. Buy Two” WHAT A version of the Rent vs. Buy Flier that works well targeting rental databases. HOW Contact Nick Long (nlong@goloanstar.com) for more details. EMAIL RECIPIENT Renters COST Free! CAMPAIGN “Rate Sheet New and Improved” WHAT The rate sheets that go out to your realtor list each Friday has been improved and now features our new and improved co-branded financing option fliers! HOW Already sent out each Friday to realtors. EMAIL RECIPIENT Weekly Realtors COST Free!

CAMPAIGN New Home Buyer Seminar Flier WHAT Holding an event and inviting potential clients? With this new invitation you can email them to the event and track RSVP’s with a LoanStar hosted online registration link! HOW Call or Email Nick at 503.597.6702 or nlong@goloanstar.com to get started on the promotion. For ideas on how to conduct a successful buyer seminar, contact Matt Houston at mhouston@goloanstar.com ! COST No Cost for the promotion – may be some costs to hold the event!

CAMPAIGN Financing Option Flier – Online Order Form Link WHAT This new graphic button links to the Financing Option/Open House Flier Online Order Form that loan officers can send to agents to use to order their own co-branded fliers! HOW Right click the graphic and Copy and then paste into your own email with a note about what it is for along with your offer to follow up on the previous weekend’s activity. Do this every Monday to all your agents! If you need copy writing help let your marketing concierge know! COST None!

CAMPAIGN â&#x20AC;&#x153;Why Buy Nowâ&#x20AC;? PowerPoint Presentation WHAT A new presentation was created for an investor networking group, but could be used or modified for other audiences interested in the financial effects of home ownership. Full of facts and examples of why it is better to buy than rent or invest in low yield accounts, this presentation is ready to deliver the message. HOW Call or Email your Marketing Concierge to get a presentation customized with your brand and bio. For ideas on how to conduct a successful seminar, contact Matt Houston at mhouston@goloanstar.com ! COST No Cost!

DONâ&#x20AC;&#x2122;T FORGET TO ASK FOR TESTIMONIALS Testimonials from happy customers is one of your best forms of advertising! Ask for them always. They can submit a testimonial on your web site 24/7. Also, when you have a willing customer or referral partner, you can also simply ask your Marketing Specialist to call them for a quote and marketing will add it to your web site and social media posts.

ASKING ISNT STEALING! Celia Burlingame is a new originator, starting her career with LoanStar in 2014. She has hit the ground running and has asked her customers for testimonials and they gladly had great things to say about her. Marketing posted the comments on her web page (shown here) and on her Facebook fan page.

calendar W1 W3 YR

Direct Mail Newsletter mailed the first week of every month

Email Blast launched the third Thursday of every month

Annual Mortgage Review mailed to everyone in a database once a year. dB is divided in 26 equal parts, mailed every-other week, with names and phone numbers sent to originators to call in between mailings.

Contact marketing for more details or to review your Annual Marketing Calendar.

CODA