MARKETINGMATTERS Volume 1 / Issue 16
Finishing Strong Gear up to sprint to the end of Q4.
Inside Finishing Strong What’s New
Marketing Library
October | 2014
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MARKETINGMATTERS “If today were the last day of your life, would you want to do what you were about to do today?” STEVE JOBS (1955—2011)
MM
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
Lauran Woodruff
| Marketing Administration
| lwoodruff@GoLoanStar.com
Julie Farrell
| Business Development Manager
| jfarrell@JulieFarrellGroup.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 . - Page 2 -
How to get started
LoanStar Marketing LoanStar Home Lending is designed to handle all marketing needs for our team, including business partners. The LoanStar Marketing Department’s organizational structure is designed in a concierge manor, assigning each region an individual Marketing Specialists for which LoanStar Home Lending operates.
The Concierge Approach Through the use of the Concierge Concept Approach, each branch has their go-to individual for all of their marketing needs. Whether it is database management, flyer request or even custom marketing designs, each concierge will be your one stop shop to meet your needs.
Your Marketing Concierge
Adrian Khaki
Mikayla Morgan
Regional Marketing Manager Regional Marketing Manager California Portland Arizona/New Mexico Everett Texas Bellevue
Kayla Bowker
Andy Jaeger
Lauran Woodruff
Marketing Concierge Portland Clackamas Vancouver
Marketing Concierge Everett
Marketing Concierge Portland
Power Behind The Scenes
Kenn Bartley SVP Marketing/ Business Development
Matt Houston Marketing/ Business Development
Julie Farrell Marketing/ Business Development - Page 3 -
Nick Long
Sheri Kramer
CRM Manager
Marketing Flyers
FINISHING
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STRONG!
Gear up to sprint to the end of Q4. LoanStar National Sales Conference—“2015 Game Plan!” Portland, Oregon, Monday, November 9, 2014
I
t’s almost that time of year, where LoanStar Home Lending will be hosting our first National Sales Conference in Portland, Oregon. After a strong and successful year of rapid growth, we are thrilled to fly our Loan Officers from across the Nation to attend our 2-day seminar for their continual education and sharpening everyone’s sword with Bill Sparkman’s 2015 Game Plan! This 2-Day event starts Monday, November 9th, ending Tuesday, November 10th. After checking-in, Monday morning, Ken Perry will kick off with the 8 continual education hours. There will be a dinner banquet that follows shortly after the class is dismissed. Tuesday will be broken up into two parts. We will kick-off the day with a National Sales Meeting, and closing the day with the nationally recognized speaker—Bill Sparkman to go over the Game Plan for 2015 and the different plays for each strategy in his famous “Play Book”. It’s time to SHINE by ending the year strong and kick-off the year running! - Page 5 -
OPEN HOUSE/LISTING FLIERS
BY THE NUMBERS
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77
The number of LoanStar Originators as of October 1, 2014. Goal for co-branded Financing Option Fliers is one per LO, per week (77 X 4 = 308).
51
The number of Finance Option Fliers ordered for the month of August, 2014. Great Job!
GREAT JOB PROMOTERS! Jon Kurahara Dawn Robbins Regina Stoll Robin Lambert Nikko Denis Celia Burlingame David Uster Mary Pennel May Li Mikayla Morgan Alan Burkhart Alan Rose Dian Donahoe Dion Mancia Justin Therrien Kristin Danska Linda Ingle Nichole Kenny Richard Silva Rick Susnjara Ron Schlachter Sheridan Schilling Tony Brouhard
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Bridgeport Portland Main Portland Main San Jose Phoenix Portland Main Phoenix San Jose San Jose Bellevue Portland Main New Mexico Bellevue Portland Main Clackamas San Jose Bellevue Salem Phoenix Portland Main Phoenix Vancouver Vancouver
| | | | | | | | | | | | | | | | | | | | | | |
51 8 6 5 4 2 2 2 2 2 1 1 1 1 1 1 1 1 1 1 1 1 1
Order Financing Option Fliers by Thursday every week at Marketing@GoLoanStar.com. - Page 7 -
IN THE NEWS Recent LoanStar Home Lending Press Clippings
Mortgage News Daily, WASHINGTON, Monday, September 22, 2014 Author: Rob Chrisman Back in April the commentary mentioned explosive growth at LoanStar Home Lending. Where are they now? After launching last November the Portland, Oregon based mortgage bank now has nearly 170 employees from Seattle to Dallas and most points in between. As President & CEO Mike Baldwin explained in a recently produced Mission Statement video, "we're growing, and we are busy!" LoanStar has been busy, with new branches opened in Dallas/Fort Worth, Albuquerque, Phoenix, Clackamas, OR, and Everett, WA since the commentary last reported in April. LoanStar also has a new facility under construction in Vancouver, WA and Orange County, CA slated to open in October. "We continue to attract talent based on our ability to close loans efficiently, a broad offering of correspondent lender relationships, and a top-flight concierge marketing system. Our system is designed to allow originators freedom to originate new loans and relationships and not process loans, conduct damage control, or spend time trying to figure out how to market themselves. That is what the loan officers say they want, and that's what we deliver," says Baldwin. To learn more, visit www.GoLoanStar.com and contact the regional manager closest to you, or contact Kenn Bartley, SVP Business Development.
Heraldnet.com, WASHINGTON, Friday, October 3, 2014, 12:01 a.m. Briefs: LoanStar hires branch support manager in Everett Erik Noet recently joined LoanStar as a branch support manager at the Everett branch. Noet attended Kamiak High School in Mukilteo and studied forestry at the University of Washington. Prior to coming to LoanStar, he worked as a branch support manager at Mortgage Advisory Group, and was a director of operations at Metropolitan Mortgage Group. - Page 8 -
NOW ONLINE!
LoanStar in the News has been added to our main website. As LoanStar gets published in the news we’ll add to this online Press Room!
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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 Concierge or send your request for personalization to marketing@GoLoanStar.com. Include your name, branch, and this is important – 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 we’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!
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Realtor eBlast: Friday, October 10th
CAMPAIGN “VA Niche” Flyer WHAT
With LoanStar Home Lending’s VA Program, we support our military families. This call –toaction flyer educates your referral partners and borrowers on what it takes to be eligible for a VA Program, and reminds them that rates are incredibly low—now is the time to buy. GOAL Educate your referral partners and borrowers of LoanStar’s VA Niche Program. HOW To order contact your Area Marketing Concierge. COST No design costs. Printing and postage fees may apply.
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Realtor eBlast: Friday, October 24th
CAMPAIGN “Reverse Mortgage” Flyer WHAT
With LoanStar Home Lending’s Reverse Mortgage Financing, your clients now have access to supplemental retirement income. This flyer highlights ways your borrowers 62 years of age or older can supplement their retirement income througha government issued revers mortgage loan! Take advantage of these programs! GOAL Educate your referral partners and clients of our Reverse Mortgage Program. HOW To order contact your Area Marketing Concierge. COST No design costs. Printing and postage fees may apply.
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Realtor eBlast: Friday, November 7th (CA)
CAMPAIGN “CHF Platinum” Flyer WHAT
With LoanStar Home Lending’s CHF Platinum Down Payment Assist Program, your clients now have access to a grant that can be applied as your buyers Down Payment! This flyer highlights a new Down Payment Assist Program for grant sizes up to 5% of the total First Mortgage Loan Amount! Take advantage of these programs! GOAL Educate your referral partners and clients of our CHF Platinum Down Payment Assist Program. HOW To order contact your Area Marketing Concierge. COST No design costs. Printing and postage fees may apply.
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Realtor eBlast: Friday, November 7th (NW)
CAMPAIGN “NHF Platinum” Flyer WHAT
With LoanStar Home Lending’s NHF Platinum Down Payment Assist Program, your clients now have access to a grant that can be applied as your buyers Down Payment! This flyer highlights a new Down Payment Assist Program for grant sizes up to 5% of the total First Mortgage Loan Amount! Take advantage of these programs! GOAL Educate your referral partners and clients of our NHF Platinum Down Payment Assist Program. HOW To order contact your Area Marketing Concierge. COST No design costs. Printing and postage fees may apply.
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Realtor eBlast: Friday, November 14th
CAMPAIGN “Jumbo Condo” Flyer WHAT
With LoanStar Home Lending’s Jumbo Condo Programs, your clients now have access to a Jumbo Condo Financing for both Owner and Non-Owner Occupied Condos for as low as 10% Down! This flyer highlights the qualifications of the Jumbo Condo Programs, down payment requirements and number of finance properties requirements! Take advantage of these programs! GOAL Educate your referral partners and clients of our Jumbo Condo Finance Programs. HOW To order contact your Area Marketing Concierge. COST No design costs. Printing and postage fees may apply.
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Realtor eBlast: Friday, November 21st
CAMPAIGN “Mortgages@Work” Flyer WHAT
Partner up with your local businesses (Small, Medium & Large), and offer them our Affinity Program. Through this program your local businesses will reap the benefits of LoanStar Home Lending:
Priority Lending by a local Mortgage Bank
$500 Closing Credit
Up-to $500 Credit towards appraisal costs
Gift Certificate to a local moving company to help you move
Dedicated lender representative
Free approvals and analysis for all XYZ Company Employees
GOAL Differentiate from your lending competitors and offer business in your market a competitive advantage with our products and money-saving offerings. HOW
To order contact your Area Marketing Concierge. A complete marketing kit is coming soon. COST No design costs. Printing and postage fees may apply. Commissions will be paid upon the office generated lead schedule.
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CAMPAIGN “Down Payment Guidelines� Flyer WHAT
Be the expert and partner up with your Realtor Partners to co-brand and educate prospects about the Down Payment Guidelines for each Program. This flyer breaks down each program available with minimum down payment requirements, name of the program, maximum loan amount with examples and notes for each program available. GOAL Be the expert by educating your referral partners and clients on the different loans available and requirements. HOW To order contact your Area Marketing Concierge. COST No design costs. Printing and postage fees may apply.
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“Just Listed—Large Photo” Post Card
“Just Listed—Open House Card”
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CAMPAIGN “Just Listed—Large Photo” Postcard ** WHAT
This Just Listed half page postcard serves as a great way to market your referral partner’s new listing and gain traffic to sell the home. GOAL With this new postcard design, impress your referral partners on ways you can help promote their listings and solidify your relationships. HOW To order contact your Area Marketing Concierge. COST No design costs. Printing and postage fees may apply.
**Also available as an “Open House Card”
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CAMPAIGN “Save the Date: BBQ” 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: BBQ” invitations to promote your event! 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. HOW To order contact your Area Marketing Concierge. COST No costs.
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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.
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CAMPAIGN “General Jumbo” Flyer WHAT With LoanStar Home Lending’s Jumbo Financing, your clients now have access to some amazing Jumbo Programs. This flyer highlights how easy it is for your borrower to get pre-approved for a home with loan limits up to $2,000,000, and 90% LTVs! Take advantage of these programs! GOAL Educate your referral partners and clients of our Jumbo Programs. HOW To order contact your Area Marketing Concierge. COST No design costs. Printing and postage fees may apply.
CAMPAIGN “Jumbo ARM Advantage” Flyer WHAT With LoanStar Home Lending’s Jumbo Financing, your clients now have access to some amazing Jumbo Programs. This flyer highlights how easy it is for your borrower to get pre-approved for a home with loans to 90% LTVs and NO mortgage insurance, NO FICO required for foreign nationals and non-permanent resident aliens, AND business funds accepted as down Payment! Take advantage of these programs! GOAL Educate your referral partners and clients of our Jumbo Programs. HOW To order contact your Area Marketing Concierge. COST No design costs. Printing and postage fees
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may apply.
CAMPAIGN “Point5” Flyer—Only Available in Arizona, New Mexico & Texas WHAT With LoanStar Home Lending’s unlocked FHA Programs, your clients now have access to some amazing new programs. This flyer highlights how easy it is for your borrower to get pre-approved for a home with CLTV’s up-to 99.5%, down payments of 1/2%, and credit scores as low as 580! Take advantage of these programs! GOAL Educate your referral partners and clients of our FHA Point5 Program. HOW To order contact your Area Marketing Concierge. COST No design costs. Printing and postage fees may apply.
CAMPAIGN “FHA Niche” Flyer WHAT With LoanStar Home Lending’s unlocked FHA Programs, your clients now have access to some amazing new programs. This flyer highlights how easy it is for your borrower to be a home owner for a home with FICO credit scores as low as 580! This call-to action flyers reminds your referral partners and borrowers rates are still low and to act now before risking higher payments. GOAL Educate your referral partners and clients of our FHA Niche Program. HOW To order contact your Area Marketing Concierge. COST No design costs. Printing and postage fees may apply.
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CAMPAIGN “USDA” Flyer WHAT With LoanStar Home Lending’s USDA Program, your clients now have access to 100% financing programs. This flyer highlights how easy it is to get pre-approved to buy a home in a rural neighborhood with NO MONEY DOWN! Take advantage of these programs! GOAL Educate your referral partners and clients of our Reverse Mortgage Program. HOW To order contact your Area Marketing Concierge. COST No design costs. Printing and postage fees may apply.
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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 “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 cheatsheet for Realtor Partners for quick and easy reference when consulting a potential Jumbo Buyer. COST No cost!
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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 “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!
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CAMPAIGN “Photo-Booth” 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 “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.
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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.
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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.
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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
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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.
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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
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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
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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
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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. - Page 46 -
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.
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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
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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.
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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!
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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!
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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! - Page 52 -
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!
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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!
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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!
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CAMPAIGN “Why Buy Now� 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!
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DON’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.
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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. - Page 58 -
CODA
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