MARKETING MATTERS Volume 1 / Issue 3

MARKETINGMATTERS Volume 1 / Issue 3

LoanStar Moving Promotion Delivers Making the most of the unique LoanStar closing gift

inside Best Practices What’s New Weekly Features

APRIL 21 | 2014

MARKETINGMATTERS Volume 1 / Issue 3

MM

M ar ket in g M att er s i s p r ov id ed to e v e ryon e a t L oan S tar Ho m e L en d in g t o u se, sh ar e an d la u n ch . Th e st af f w el co m e s co m me n t s an d id e a s an d alth ou g h we s tri v e for p er f ec tio n , w e ar e w e ll awa r e th a t w e won ’t p l e as e e v eryo n e .

Bu t, w e t ry !

CONTACTS

| Phone 503.597.6702

| Email marketing@GoLoanStar.com

Kenn Bartley

| SVP Marketing & Business Development

| kbartley@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

Making the most of the LoanStar Moving Promotion

DELIVERING

WOW!

by Kenn Bartley, SVP Marketing & Business Development

Going above and beyond is a reality at LoanStar! Our moving promotion no doubt makes a major positive impression on our customers before, during and after closing. But we can deliver a bigger impact with just a little more effort.

SELLING THE SIZZLE The promotion starts at the first point of contact with every customer. Selling the unique value proposition may seem obvious but is often overlooked. Here are some tips: 



Sell Unique. Let prospects know that our gift certificate is a huge value-added benefit to them and and get them excited from first contact. Often times, this perk is all it takes to push them off the fence and go with you and LSHL! Get Agents Excited. Customers love the idea of us helping with their move. So do agents, so get them excited on every deal. If nothing else, explaining how our promotion works with agents on a transaction will help segue to a meeting on how to partner up with them on future business.

30 DAYS OF YEAH! Originators and their processors need To keep the excitement going during the process of the transaction. Since there is weekly communication it is a

Perfect time to always interject the “yeah!” of how great it will be to close on time and then have a team of professional movers get their heavy-lifting done for them as a gift from us! The more we communicate the “yeah!” the more they will cheer for us during and after the loan closes.

MOVING DAY For those that can manage it, going to the move may be more important than going to the closing table. If you can, attend the move and bring some snacks, beverages and lawn chairs and start a “mover watching” party. Oh, and pass out your Moving Cards to your customers to give to their friends and family that didn’t have to help them move the refrigerator and that heavy dresser!

Now share it! While you are at the move, take photos and get a quote or two. Send it all to the Marketing Team and we’ll blast it all out on your social media accounts and add the testimonials to your web page. The more you do this the more your value-added moving promotion will get you referrals.

MAKE IT COUNT The moving promotion is a huge part of what makes LoanStar stand out against our competition. Put plans in your process to get customers, agents and your entire team engaged and excited to deliver “WOW” on moving day!

OPEN HOUSE/LISTING FLIERS

BY THE NUMBERS

The number of LoanStar Originators as of April 15, 2014.

Goal for Open House cobranded financing fliers is one per LO per week.

The number of Open House fliers ordered for the weekend of April 18, 2014.

Order Open House Financing Fliers every week from Marketing@GoLoanStar.com. Normal turn-time is 24 hours for a .pdf, 72 hours for printed copies at your desk.

Following are samples of marketing that has been created and you can order for your personal brand. As new marketing is produced it will be included in subsequent editions of Marketing Matters.

HOW TO ORDER 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!

CAMPAIGN “Referral Partner Budget� reference flyer 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 flyer.

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 “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 “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.

IN THE NEWS LoanStar Home Lending Press Clippings

CHRISMAN REPORT, Thursday, April 17, 2014

How does a new mortgage bank more than double in size in its first three months of existence? "For LoanStar Home Lending, born and raised in Portland, Oregon just last November, the recipe is quite simple: Take some of the longest tenured mortgage pros on the West Coast, blend with lots of capital from Texas, engage top tier correspondent investors, add a robust dose of marketing done for the originators, and top it off with an efficiency culture where originators originate, processors process, and marketing markets. ‘Our vision of how LoanStar helps originators grow their business is by concentrating on originating loans and building relationships, and is attracting nearly every originator in all our markets,' says Mike Baldwin, President & CEO. Baldwin is building his fourth mortgage bank in the last 30 years and has a regional 'who's who' on the management team, including John Giagiari, SVP Production for California, who has already brought on eight originators to LoanStar and matched them with Intero Real Estate offices in Northern California. LoanStar is hiring aggressively to fill or start branches in the Puget Sound, Portland, Southern California, Boise and Phoenix area. Contact Kenn Bartley, SVP Business Development at kbartley@GoLoanStar.com for more information.

CHRISMAN REPORT, Monday, April 21, 2014

On the jobs front, last week the commentary mentioned the explosive growth of LoanStar Home Lending but did not mention that SVP California Production John Giagiari is also aggressively looking for originators in Northern California. John said "I have seven more Intero Real Estate offices to place originators and need to fill those spots immediately!" John can be reached at Jgiagiari@GoLoanStar.com. LoanStar Home Lending CEO Mike Baldwin has assembled a proverbial all-star team out west to grow the company. LoanStar leaders include Les Bedford (lbedford@GoLoanStar.com) as the SVP Production for Washington. Les is the 2014 President of the Washington Mortgage Lenders Association and over the last 35 years has built and managed successful, high producing teams. Greg Haase (ghaase@GoLoanStar.com) is the SVP Production for Oregon and Idaho and is expanding to new digs in Vancouver, WA and opening a new branch in Boise in May. And in Southern California, Marcelo Curt (mcurt@GoLoanStar.com) recently joined LoanStar as that region's Sales Manager and is building teams throughout SoCal. "Contact any of these seasoned sales management gurus to find out why LoanStar is growing like wildfire on the West Coast!"

CAMPAIGN “Springstakes!”

WHAT Now until June 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 iPad 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 flyer. Printing and postage costs may apply.

CAMPAIGN “General Products Flyer” WHAT Our Products Flyer is an easy way to show Realtors, builders and clients what programs we have to offer.

Look for specific Product Flyers 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 No charge for the flyer. Printing and postage costs may apply.

CAMPAIGN “Meet the Team” WHAT At LoanStar you have the support of an awesome group and you should show them off!

Use this flyer 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 flyer. Printing and postage costs may apply.

CAMPAIGN “Rate Increase” Flyer WHAT A lot of people don’t know how much an increase in rate can affect their buying power. Use this flyer to demonstrate exactly how crucial locking in their rate can be – now - and how a refinance can drastically change their home loan!

This flyer will be tailored per region to account for average loan amounts.

HOW Email Mikayla at mmorgan@goloanstar.com to order yours today!

COST No charge for the flyer. Printing and postage costs may apply.

CAMPAIGN “I’ve Moved” Email/Flyer 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 No charge to you!

CAMPAIGN “Affordability Options” WHAT Many people, especially first time home buyers, don’t know how affordable homeownership really is. Utilize this flyer 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 No charge to you! Normal charges for printing and postage, if any, may apply.

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 No charge to you!

CAMPAIGN “MMG Weekly” & “MMG Monthly” Provided to you Exclusively

By Dion Mancia

For the week of Mar 17, 2014 | Vol. 12, Issue 11

Dion Mancia Sr. Loan Officer NMLS# 19061 The Mancia Group LoanStar Home Lending NMLS# 1094582 Office: (503) 597-6703 Cell: (503) 381-8900 E-Mail: dion@themanciagroup.com Website: www.themanciagroup.com

In This Issue

WHAT Mortgage Market Guide (MMG) is a popular mortgage market update newsletter provided 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!

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

CAMPAIGN “Neighborhood Open House Flyer” 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 flyer 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 flyer 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 COST Free

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 COST Free

APRIL 2014 EMAIL BLAST

CAMPAIGN “Referral Partner Budget” reference flyer 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 flyer 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 flyer.

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 flyer 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 flyers 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.

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 A little humor to end this newsletter and start another successful week