Marketing Matters | May 5, 2014

MARKETINGMATTERS

Volume 1 / Issue 5

Concierge Service MARKETING AND ONBOARDING TEAMS LAUNCH CONCIERGE SERVICE TO STERAMLINE COMMUNICATIONS AND IMPROVE EFFICIENCIES

inside Best Practices –Dawn Robbins shares her Open House experiences

What’ s New LoanStar Marketing Library

MAY 5 | 2014

MARKETINGMATTERS

Volume 1 / Issue 5

MM

Market in g Matt ers i s p r ov id ed to e v e ryon e a t L oanS tar Ho m e L end ing t o u se, shar e and la unch . Th e st af f w el co m e s co m me nt s and ide a s and alth oug h we s tri v e for per f ec tio n, w e ar e w e ll awa r e tha t w e won’ t pl e as e e v eryo ne .

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

CONCIERGE REPRESENTATIVES FOR MARKETING AND ONBOARDING WILL STEAMLINE COMMUNICATIONS As LoanStar grows so does the marketing and onboarding teams. The growing teams consist of specialists in their areas of expertise and responsibility.

That’ s all good except that it becomes increasingly difficult for the loan stars they support to know who does what.

To that end, the marketing and onboarding departments are moving to a “ concierge”format. This simply means that one person will be the concierge for each branch or region, or in the case of onboarding, Tonya Nelson is your “ go to”person for every new loan star to contact for any new-to-LoanStar needs.

MARKETING CONCIERGE REPRESENTATIVES BY BRANCH Each branch/region will have a specific concierge as a single point of contact for all marketing needs. That concierge will then deal with tasks behind the scenes and communicate with you from concept to completion.

The marketing concierge representatives are as follows: MIKAYLA MORGAN • • •

Portland Main Bellevue Everett (with Andy Jaeger)

NICK LONG TONYA NELSON, Onboarding Concierge Tonya has been deeply involved in the Onboarding Committee since its formation and has an excellent understanding of how to keep all the specialists involved in onboarding a new loan star on pace. She’ s also a great communicator and has an awesome “ can-do”attitude.

For all new loan stars coming onboard, Tonya will be your point person for all things onboarding!

Tonya Nelson Onboarding Concierge

• • •

Northern California Southern California Arizona

KAYLA BOWKER • • •

Vancouver Bridgeport Portland/Hoover Group

SHERI KRAMER • •

Portland Main (with Mikayla Morgan) Boise

All concierge support can be contacted at our main phone numbers or by email. Please contact Kenn Bartley, SVP Marketing and Business Development, if you have questions or concerns.

BEST PRACTICES If you have a sales or marketing program that is producing results, let us know so we can share with other Loan Stars!

F E A T U R E

Dawn Robbins

LoanStar’ s Dawn Robbins ran with the best practices of LoanStar top producer Dion Mancia had for Open House marketing and made a huge impact on her business and solidified her new Realtor partner relationships.

First, we all should thank Dion Mancia for coming up with such a great idea! He started off this campaign in January and got the ball rolling and ever since we all have benefited from his paving the way and are getting out there to meet with buyers directly. In doing the open houses there are a few things I have learned along the way too, I guess some obvious and some “ ah-ha”moments and I'm happy to share this with everyone.

OPEN HOUSE BEST PRACTICES

By Dawn Robbins, Senior Loan Officer at the Portland, Oregon branch

Reaching out to agents. Make them look good and make them money. Share how you will accomplish that and you are “ in!”Most agents have never heard of a lender helping or haven't seen anyone offering open house help in more than ten years. Even though inventory is low and homes are going quickly, it's not about just selling that house, it's about gaining possible listings from neighbors and gaining contacts through talking with potential buyers.

Here are some tips: Share our successes with the opens we have done–I had one where we had four listing potentials from one neighborhood, we’ ve had others where we have had more than a dozen buyers sign up IPAD contest entry- This helps the agent and you capture buyer info. It’ s a big hit and has been successful for follow up.

Flyers. A lot of agents send postcards but rarely do they walk the neighborhoods anymore. I don’ t know about you, most of my junk mail makes it as far as the recycle bin unless it has something catchy on it. Let them know we walk the neighborhood and how that will benefit them.

Flyer the neighborhood. Oddly enough, neighbors feel like they have to sneak in to see an open house, instead we just invite them to “ Come on over!”Get 100-200 flyers to the neighbors. Use the open house flyer and wrap it in the "You’ re Invited flyer". I've attached a copy of the flyer for your use. Friday afternoon and Saturday just before the open house is best. If you are too early they will forget about it before it happens.

When you walk around to the neighbors, there are a couple things you can say to change it up. “ Good morning, My name is _____ and we want to personally invite you to the open house we are having on Saturday just (two blocks away).”Always give a general direction or you will get tied into the where is it conversation. “ If you know anyone you would like to have as new neighbors, please bring them along as well, we will be having coffee and cookies and we’ d love to meet all the neighbors.”

Google map the location ahead of time and print it. You can even see the homes and count how many flyers you will need ahead of time.

Weather map. I know it never rains down in Cali, but for those of you in the NW, look for breaks in the weather or you will look like a wet cat going up to the house. I use weather.com and their radar map.

Plastic door knob hangers. When you can’ t catch a weather break, the last thing you want to do is leave a soggy flyer. Uline has great prices - $26 for 1000.

Involve the agent. When an agent walks up to a home and says they are a real estate agent, it carries weight. Clients want to talk and get ideas. They typically get at least one good lead from the walk around.

Stay within eye sight of your partner. Have your cell phones, they do one side of the street and you do the other. If you are on your own, make sure someone knows exactly where you are.

Which houses to skip? Do not go in a fenced yard, skip that home. If the house says no soliciting, I still leave the flyer and just don’ t knock. If the house is scary, the agent doesn’ t want that listing anyway. It’ s better to be safe than to put yourself in danger.

Comfortable shoes. Girls –you can’ t run in heels. Besides, I’ m pretty sure I passed a mountain goat last weekend as I went up and down a Cooper Mountain neighborhood! Make sure whatever shoes you wear have some traction or you will slip slide your way around the neighborhood.

Essentials. Take cell phone, tissues, water bottle, umbrella, business cards, moving cards, and a pen. Use a basket to carry your flyers or a water proof tote bag.

AT THE OPEN HOUSE What to bring. At first I brought all the flyers and laid them all out. It’ s a bit of a paper blob. If you do take the 100% flyer and the loan process flyer, put them in nice packets with the open house flyer, moving card, paper clipped with your business card and the agents card. And put all this on display: Ipad Contest Flyers –get a stand for them, flyer in front and if you have a box for entries that would be perfect!

Moving cards with stand Business cards Pens to fill out entries

Serve Coffee. I get a Starbucks Traveler. For $12.50, it includes the half and half, cups, sugar, creamer and best thing is I don’ t have to worry about it. I have heard of some agents that have networked with a local coffee barn. What a great way for advertisement for the coffee place and maybe a deal on the coffee! Call ahead and order to save time. See if agent will bring cookies. I keep a stash of Girl Scout cookies just in case.

Make sure your agent has the following:

o Other properties for sale in the area. Buyers walk in and say I really wanted 4 bedrooms, etc. What a great resource to say, oh I have one right down the road and will be happy to show it to you later this afternoon…. There isn’ t time to search for it later so be prepared. o School information- what school district, any general info about the school. What’ s the high school mascot?

You need to bring the following: Personal Portfolio to give to visiting agents. Guess who is showing up with buyers? That’ s right, it’ s a huge opportunity to win more relationships with other buyer agents walking through the door. Regina had shared a tip that she creates a folder to give them right on the spot. Include a flyer, the moving cards, an intro, the iPad entry. (Get their card to follow up) Open House A-frame. If you use the moving a-frame, put it out by the agents sign. Check it periodically as it will blow over.

Balloons and open house signs with date and time of open house. Make sure they are out a day ahead.

Some agents do a kids package – small toy, coloring books, I have one in PDF I can share if you like. It’ s another great way to make sure your smiling face makes it home with them.

How to engage. Remember you are the best supporting actor to the agent. It’ s their show! They get to engage first.

One of you should greet the client at the door. Leave the door open if you can or a big sign that says please come in (that you can see from the street) Be positive, fun and energetic. Buyers are enthusiastic about taking this first leap. Have fun with them.

Ask questions! He who asks the most questions wins. (Thanks Matt Houston for that tip) It shows interest and that you care about helping them.

Buyers come in waves. Welcome them in, maybe share a few details, give them a flyer, chit chat and give your agent time to talk to everyone.

Know some details about your agent. You are not only selling you, you are selling your agent. If your agent wins the deal, you will too!

Make sure the agent knows all about you. The best sale is when your agent says how great you are to the buyer.

Hand out moving cards. I have yet to have someone call from a moving card, but it’ s a great sale. Talk about the moving program. We do the heavy lifting, it’ s the back saver program, etc. Now you have established a little rapport and clients are more willing to sign up for your IPAD entry.

Another solution for gaining buyer info is to use a program called Open House Manager on your IPAD. This allows you to email the client right away with the flyer. To get clients to sign up you say, the seller has asked that all visitors sign up and you’ ll get a chance to win and IPAD.

Follow up!

Scan in all contacts and email them to your agent by next day.

Monday - Send a personal note to your agent to share appreciation and how great it was to work with them.

Reach out to any other agents you met at the open house. Call them and send a personal note.

Email all contacts within one business day. This one is from Greg as a best practice and it helps solidify your availability and helps them remember your name. Thank them for coming to the open house and remind them of the moving program.

Call them. Follow up on Wednesday if you can.

Send a personal note to each contact and to your agent (Wednesday or Thursday) Add them to your database. A drip campaign specifically for buyers is in development, but until then, they need to see you and that you are there to help them. It’ s a bit like musical chairs, when the buyers Is ready, who is standing there to help them. Make sure it’ s you.

Check in with them weekly depending on their responses from previous communications. Celia had a client come back after more than a month so it pays off to stay in contact!

Above all, have fun with the open houses and know that you make a difference just by being there! Your agents will love it and the time is well spent solidifying that agent relationship.

OPEN HOUSE/LISTING FLIERS

BY THE NUMBERS

The number of LoanStar Originators as of May 2, 2014.

Goal for Open House co-branded financing fliers is one per LO per week.

The number of Open House/Listing fliers ordered for the weekend of May 3-4, 2014.

Great Job!

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.

On the following pages are samples of marketing that was created and launched last week.

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 – 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 “ 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 flyer that puts together both the annual real estate review and the reengagement campaign in one flyer! How great would it be to show them each flyer individually and then follow up with this flyer to tie everything together!

HOW Email Nick at nlong@goloanstar.com to get started!

COST No Cost!

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!"

COMING SOON

LoanStar in the News will be added to our main website.

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.

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.

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 flyer WHAT When promoting our marketing services for referral partner use, this handy onesheet 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 “ 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.

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