OriginPoint - Marketing Highlights

Marketing Highlights

Marketing Onboarding Experience

Upon your first day at OriginPoint, each loan officer will be assigned and greeted by a dedicated Onboarding Account Manager. Your Onboarding Account Manager (OAM) will be your main point of contact while you find your way around Marketing at OriginPoint. They will be able to act as liaisons between you and other teams in Marketing along with other departments at OriginPoint.

First Week

Your OAM will assist with:

• Formatting your headshot

• Reviewing/optimizing your biography

• Updating social media accounts

After Licensing

Your OAM will help you:

• Order business cards

• Activate your website, application, and mobile app

Beyond Licensing

As a new loan officer, you will need to:

• Submit your New Hire Marketing Survey

• Schedule your Welcome Call with your OAM

• Submit your database for upload in our Permitted Marketing Data Upload form

• Submit your bio and stats for a VP Contact Card

Marketing Account Managers

As a new loan officer, you will need to:

• Review Red Arrow Connect (RAC), including:

– Announcing to your network that you’ve joined OP through email, social media, and postcards

At OriginPoint, each loan officer is assigned a designated Marketing Account Manager. Your Marketing Account Manager is the main point of contact to support any and all marketing requests, strategic advertising initiatives or general marketing questions. They also act as the liaison between loan officers and all other teams in Marketing.

It will take some time to settle in; that’s why your Onboarding Account Manager is here to support all your marketing needs and initiatives for up to 60 days. Your OAM will be available to help learn how to navigate our systems and tools, answer strategy questions, aid in design projects, sponsorships, and more.

As your initial needs wind down, you’ll be introduced to your permanent Account Manager and Events Coordinator they will serve as your Marketing Team throughout your career here.

• Activate email and general postcard auto-campaigns

• Providing guidance on best practices, locating assets, and troubleshooting issues

• Understand marketing allowances and reimbursement policy

• Learn about our marketing platforms and how to access them: RAC (Basic or Pro), Mortgage Coach, Monitor Base, Yelp, Adwerx, MBS Highway, OPSocial, your Marketing Account Manager, your Events Coordinator, and OriginPoint Store

How would a Marketing Account Manager help me?

• Assist in finding existing targeted marketing assets

• Develop strategies, ideas, and best practices to build new relationships and enhance existing ones with clients and real estate partners

• Assist with Red Arrow Connect (RAC)

• Help facilitate custom marketing assets

Advise on best practices to utilize marketing budget and maximize the ROI

• Act as a liaison to the entire Marketing Department

• Facilitate reviews and approvals for sponsorship/ads

CRM and Marketing Portal

What is Red Arrow Connect?

Red Arrow Connect (RAC) is our CRM and Marketing platform, providing centralized data and multimedia marketing tools to reach your network across all channels and applications. RAC’s client management and communication features drive growth and build customers for life.

Red Arrow Connect Tools & Features:

Email

Pre-approved and customizable email templates that are simple to send out to your database

Direct Mail

Set it and forget it, to stay in-front of leads, clients, and referral partners

Social Media

Pre-approved and customizable posts and videos for all social sites to help you grab attention

Lead Generation

Enjoy eye-catching landing pages that serve as great solutions for open houses and marketing campaigns

Co-Branding Team up with real estate agents as you co-market on all types of advertising assets

Video Marketing

Send selfie-style or screen recorded videos in email to your contacts for a personal touch

SMS/Text Messaging

Send loan updates to your clients and partners straight to their phones

MLS Integration

Create co-branded open house sites with agents that capture visitor info and help grow your list of hot leads

Pricing Integration

Instantly generate rate sheets and open house flyers in seconds with auto-populated rates, MLS, contact info and more

Trigger Alerts

As a mortgage loan officer, you want to be there for your customers at every stage of their homeownership journey. But it will not happen if you let them slip away. This is why you need MonitorBase, a customer retention tool providing real time alerts when past clients are in the market or eligible to refinance or purchase.

MonitorBase* proactively puts you in front of your borrowers before they move forward with another lender! Loan officers that use this system fund 1 in 31 alerts, whereas those that do not use it funds 1 in 115 alerts.

How Alerts Work

Inquiry: Get an alert within 24 hours of a past client’s credit being pulled by another lender

Predictive: An algorithm predicts when someone is preparing their credit for a new loan

Pre-Mover: Receive alerts when there is a change in MLS status of a property

Migration: Alerts sent when a previously denied borrower’s credit improves to a qualifying level

The Power of Customer Retention

• Increasing customer retention rates by 5% boost profits by 25% to 95%, according to research done by Frederick Reichheld of Bain & Company

• Research by Gartner indicates that 65% of a company’s revenue comes from existing customers

Yelp

The value of Yelp for business is pretty simple: when consumers are looking to find trusted local businesses, they look at what other people have to say. Yelp provides consumers with relevant, local business and services that they need and has the added benefit of customer reviews to build deeper confidence.

With unmatched local business info, photos, and review content, Yelp provides a one-stop platform for our consumers. It allows them to discover, connects and transact with local businesses of all sizes—making it easy to request a quote, book a consultation, and more!

• Yelp has 178+ million unique visitors monthly

• 34 million annual searches for Real Estate categories

• 4.6 million monthly searches & page views for Mortgage categories

• 45% of consumers check reviews on Yelp before visiting a business— Yelp ranks 2nd only to Google

Benefits of Paid Partnership with Yelp*

• Integrated with Yext to monitor and respond to reviews

• Increased visibility with customizable and competitor-free listings

• Get more leads by seeing who visits your (and your competition’s) page

*Membership

Mortgage Coach

Create home loan strategies and virtual presentations that provide expert loan advice and improve pipeline conversion while increasing your productivity. Joining the Mortgage Coach community will allow you to convert your borrowers more predictably and profitably, and gives you access to great coaching tips from top originators nationally that use the tool.

Benefits of Mortgage Coach*

We’ve integrated Mortgage Coach with our pricing and fee engines so you can seamlessly create

Total Cost Analysis reports that educate borrowers on loan options with side-by-side comparisons. Advise your clients like never before with Mortgage Coach’s clear and interactive visuals that include intuitive charts, graphs and even video explanations to further personalize the presentation.

Proactive

Reach out to past borrowers for mortgage reviews and update them on refinance opportunities Integrated Connected to Encompass, Optimal Blue, GR Pull Fees, and RAC

Types of Presentations

• Simple loan comparisons to current loan vs. multiple new options

RateWatch

Deploy the latest tech to ensure you never miss key market movements with real-time alerts

Automation

Get alerts when borrowers view the Total Cost Analysis

• Record video explanations to interact and help borrowers in real time

• Outline short-term and long-term financial benefits

Digital Advertising and Re-targeting

Adwerx was selected as OriginPoint’s digital advertising platform. The platform provides automated retargeting for all licensed VPs, as well as targeted digital ad campaigns personalized to the loan officer.

What is the objective of digital advertising through Adwerx?

• Increase VP production through automation of online advertising

• Increase brand awareness for each individual VP and OriginPoint

• Allow VPs to stay in front of their sphere of influence to drive more referrals

• Increase online engagement by ensuring that each person that visits a VP page is followed by that VP’s personal branding ad across mobile devices, Facebook, Instagram and premium websites such as WSJ, NYT, ESPN and BBC

What exactly does the platform provide?

Automated retargeting ads for your personal brand

As soon as someone visits your page, they’ll be automatically retargeted with your ads when visiting other sites or apps.

Target a specific audience

Through geotargeting and behavioral activity, we compile an audience that is interested in what you have to say.

Analytics and reporting The Adwerx portal provides a dashboard with the number of impressions and results of each of your ad campaigns.

Where will my ads be displayed?

MBS Highway

MBS Highway is an industry-leading platform that provides loan officers with tools and content to help you stay on top of the market, build stronger referral relationships, and build better trust with your customers and prospects. Memberships* provide access to daily market update videos from industry expert Barry Habib, market alerts for the best time to lock, real estate analysis and marketing tools, and access to an evolving library of video scripts and weekly industry newsletters.

5 Benefits:

Daily coaching video and market updates from Barry Habib

• Keeps VPs informed on the latest market trends and insights

• Simplifies what is happening with the market

• Enables VPs to help customers navigate the home buying or refinance process

Presentation Expressway and Social Studio

• VPs can present with ease using PowerPoint slides and video tutorials created by Barry Habib

• New presentations and scripts are uploaded monthly and quarterly

• Ability to easily create social media videos using pre-created scripts and a teleprompter feature

Lock alerts and SMS alerts

• Alerts on when to lock and float

• Re-pricing alerts four times a day – often before lenders initiate re-pricing

• VPs can avoid costly reprices with timely alerts, to better serve their customers

Insider content

• A plethora of proprietary market tools

Examples include: The Kiplinger Letter by Knight Kiplinger, By the Number$ by Michael Higley, and Real Estate data and charts

• Access to a shareable weekly newsletter in RAC

Financial calculators and tools

• Various efficient financial calculators and tools are available for a variety of scenarios, helping homebuyers make decisions with confidence

• Easy-to-understand analyses to show potential buyers the value of homeownership

• Snapshot of market conditions and financial opportunity in any MSA, county, or ZIP code

*Membership fees apply

SEO Tools

With OriginPoint’s Online Platform combined with Yext Landing Pages you’ll be optimized to dominate search in your local market. Upon onboarding you’ll be set up with an online program built to leverage the power of search engine optimization, local search, and online reputation management.

This means when potential clients are looking for home loan products you’ll be in a position online to take maximum advantage of the increased exposure, lead generation, and online reviews our platform creates on your behalf.

Yext allows our loan officers to take control of their local SEO and reviews to ensure accurate information and high reputation management.

• By having accurate and up to date information of your local listings in one centralized place, your search results will perform better and your clients will find the information they need faster

• Borrowers will begin seeing your information when searching for local lenders

• Control your digital reputation all in one place by centralizing your customer reviews and responses on sites like Facebook, Google, and Zillow

Events and Catering

Events and Broker Opens are a terrific way to build and strengthen relationships that in turn drive sales.

They also provide a way to show off your personal side, your style, hobbies, and shared interests with your referral partner network—keeping your name in the forefront of their mind. If they get to know you and like you, they are more likely to refer you and your business.

Events Best Practices

Agent Outreach

An event invitation is a casual reason to reach out to clients and referral partners

Reconnect

Helps you reengage with clients and referral partners that you have not spoken to in some time

Exposure

Keep your name current and at the top of peoples’ minds

Personal Touch

Get to know your network personally, outside of a business transaction

Generate Leads

Consistently grow your database with all of the new relationships built from events

Creative

OriginPoint Social

of posts

Promo Store

Our e-commerce store for all OriginPoint employees, OriginPoint Goods is the place to purchase branded promotional items.

Items for purchase range from custom and personalized goods made to order, to large bulk orders of available products.

With hundreds of items to choose from, OriginPoint Goods has much to offer. From exclusive higher-end items, to our home goods and technology selections, our store has something for everyone.

Benefits of OriginPoint Goods

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Fast Ramp Up Transition Team Day-One Marketing