Marketing Matters | June 16, 2014

Page 1

MARKETINGMATTERS

Volume 1 / Issue 11

Personalize It!

NOW THE LOANSTAR LOGO STORE CAN CUSTOMIZE GIFTS WITH YOUR BRAND!

inside

Best Practices What’ s New Marketing Library

JUNE 16 | 2014


MARKETINGMATTERS Volume 1 / Issue 11

”If you are not willing to risk the usual you will have to settle for the ordinary.” - Jim Rohn 1930-2009

MM

M a r k et i n g Ma tt e rs i s pr ov id ed t o eve ry on e a t L o an S t ar H o m e L end i n g to u s e, sh a r e a n d l au nc h . Th e s t aff w e lc o me s c o m me n ts a nd i d e as a nd a l t ho ug h we s tr i v e fo r p er fe c t io n , w e ar e we l l a w a re t h a t we w on ’ t p l e a se ev er yon e . 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

Adrian Khaki

| Regional Marketing Manager

| akhaki@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 Admin & Communications

| eeastburn@GoLoanStar.com


PERSONALIZE LOGO ITEMS Now you can order personalized promotional products directly from the LoanStar Logo Store (blimps not yet available!). Check it out and order today!

PERSONALIZE IT – Now you can put your own brand on gifts from the LoanStar logo store by Matt Houston, Regional Business Development

WHY Personalize? A Loan Officer is a relationship builder! By building great relationships with your borrower clients and referral partners you strengthen your success in the business. Our Online Store allows you to personalize several items to include our LoanStar Pens, Nike Golf Balls, Golf Tees, LoanStar Mugs and Balloons which are great for events and open houses! Imagine each realtor customer that you do business with having your LoanStar personalized mug and pen, or teeing off at a round of golf with your favorite agent and giving them a sleeve of Nike personalized golf balls! HOW to Personalize? By going to www.goloanstar.com and scrolling to the bottom of the page you will see LoanStar Logo Store. CLICK THAT BLUE LINK and away you go to the Online Store. There you will find all the items available for order. At the bottom of that page you will see the items for personalization (Custom Bulk Order/Personalize It)! Simply click on the item you wish to personalize and in

the box marked ADD YOUR NAME AND CONTACT INFORMATION: You put in your NAME and email or phone number. Click ADD to cart and pay with your personal credit card! 7-10 days and your COOL Personalized Give-A-Way items will arrive at your office! If you need help with anything to do with branding gift items for your promotional needs, please contact me any time!


GOING MOBILE! “ Going Mobile”is a hit song by The Who (right), recorded and released in 1972, first as a 45 rpm single and then as one of the songs on the vinyl record album “ Who’ s Next.”A lot of things have changed since then, especially with technology. Today you can download “ Going Mobile”right to your mobile phone! And as mobile technology continues to grow in popularity, your business can be downloaded onto your personal contacts mobile phones too! Mobile applications are beginning to evolve and integrate into the day-to-day marketing by LoanStar originators. Following the recent promotion of the Mortgage Mapp mobile application for loan officers in May, a few loan stars have put the technology to use (see “ Who’ s Gone Mobile” ). The mobile app firm has extended their generous 25% off the regular subscription price to LoanStar through the end of July. If you’ re interested in going mobile, contact George at Mortgage Mapp (425) 947-9282.

Who’ s Gone Mobile Dion Mancia Travis Hoover Ginger Paterno Ron Schlachter Dawn Robbins Justin Therrien Dian Donahoe Eric Black



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

Event Promotions

Marketing consistently and correctly is one of the best things you can do for yourself and your business. There are many ways to do this and at LoanStar we provide our Loan Officers the opportunity , tools, and concierge support they need to be as successful as possible. One of the best practices is event promotions.

Building relationships through event sponsorships EVENT PROMOTION SUCCESS

By Mikayla Morgan, Regional Marketing Manager

One key marketing tool the LoanStar marketing team wants to make more available to all is the opportunity to build a presence and reputation in your desired territory/city/neighborhood with PR and Sponsorship options. Last week the Vancouver Branch pitched in to be a Hole Sponsor for the 12th Annual Greater Vancouver Chamber of Commerce Golf Tournament. These type of events are perfect to build our LoanStar presence as a whole, as well as build personal and team presence along with the opportunity to add contacts to the database by drawings, giveaways and games. PROMOTION STARTED WITH A PLAN The theme of this particular golf tournament was “ Golf’ s a Circus” . Each hole was encouraged to decorate their area to go along with the theme. Our marketing department helped with the entire implementation, planning and prepping of the tournament and handled all of the logistics. All the Vancouver branch had to do was show up, shake hands and kiss babies! HAVE SOME FUN! At last week’ s tournament we had a Frisbee toss game with $5 Starbucks cards as a prize, a $50 Visa card drawing, and everyone who gave us their business card/information was entered to win the company iPad 4 “ Springstakes” drawing. This was a great way to engage everyone that came through and now we have data to follow up on after the tournament is a distant memory!


To learn more about networking or sponsorship opportunities, contact your Marketing Concierge and we will do everything needed to get it going for you. Each and every opportunity to promote yourself and LoanStar is going to improve our image and brand recognition and help us all win the origination game!

CAPTURE NETWORKING LEADS At the Greater Vancouver Chamber Golf Tournament the LoanStar Marketing Team created a fun and interactive event that generated follow up contacts and increased LoanStar’ s image in the community. (TOP) Mikayla Morgan and Kayla Bowker wore circus animal ears to go with the tournament theme. (TOP LEFT) Anna Linder, Kayla and Mikayla pose with a guest. (TOP RIGHT & BOTTOM LEFT) The LoanStar Sponsored Hole had our LoanStar logo and colors and one of our local moving company partners, Two Brothers, brought a moving truck to act as a “ circus animal cage”to tie in the theme and reinforce our moving promotion campaign.


OPEN HOUSE/LISTING FLIERS

BY THE NUMBERS


The number of LoanStar Originators as of June 13, 2014. Goal for Open House co-branded financing fliers is one per LO per week.

The number of Finance Option Fliers ordered for the weekend of June 14-15, 2014. Great Job! GREAT JOB PROMOTERS! Celia Burlingame Regina Stoll Jon Kurahara Guy Evoniuk Tony Brouhard Dawn Robbins Robin Lambert Justin Therrien Ginger Paterno

| | | | | | | | |

Portland Main Portland Main Bridgeport Portland Main Vancouver Portland Main N. California Portland Main Everett

| | | | | | | | |

1 1 2 2 1 1 1 1 1

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


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!"


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!



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 “ 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!



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 Flier. Printing and postage costs may apply.


CAMPAIGN “ General Products Flier” WHAT Our Products Flier is an easy way to show Realtors, builders and clients what programs we have to offer. Look for specific Product Fliers in the upcoming weeks that will highlight each product category. Use them in a series of meetings with referral partners. HOW Email Mikayla at mmorgan@goloanstar.com to order yours today! COST No charge for the Flier. 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 Flier to let your business partners and clients know who will be helping them with what, and who to call if they have questions. This can eliminate a lot of the headaches of miscommunication! Promoting your team shows your strength in numbers!

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


CAMPAIGN “ Rate Increase”Flier WHAT A lot of people don’ t know how much an increase in rate can affect their buying power. Use this Flier to demonstrate exactly how crucial locking in their rate can be –now - and how a refinance can drastically change their home loan! This Flier will be tailored per region to account for average loan amounts. HOW Email Mikayla at mmorgan@goloanstar.com to order yours today! COST CAMPAIGN “ I’ ve Moved”Email/Flier WHAT Let your clients and business partners know you’ ve moved to LoanStar! This marketing piece can be blasted out via email, snail mail, or handed out to all of your clients and Realtors as an initial marketing piece to generate business. HOW Email Mikayla at mmorgan@goloanstar.com to order yours today! COST 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 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 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 Flier” WHAT This is an example of an open house email that was featured all the Open Houses in a neighborhood. The LO did all the leg work to get the agents on board, and now she has new referral partners and the event created leads for her and the agents! HOW Marketing can create the Flier and contact Nick Long (nlong@goloanstar.com) to get it emailed to your targeted database. EMAIL RECIPIENT Clients and Realtors COST Free to design and email; nominal direct mail costs may apply

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


CAMPAIGN “ USDA Benefits Extended” WHAT This USDA blast was part of the once-a-month email blast going out to clients. Each month will be a new featured Flier and will be emailed out to each of your client email lists provided. All of them will be personalized with photos and other information. HOW Keep adding to your client email lists and building that database so more of your clients will get these. If you need help with your lists or the CRM you can contact Nick Long (nlong@goloanstar.com) EMAIL RECIPIENT Clients 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 Flier WHAT When promoting our marketing services for referral partner use, this handy one-sheet explains how much each piece of the database campaign costs so they can budget accordingly. Use the budget Flier in conjunction with the Business Partner Marketing Resources brochure. HOW Email Mikayla at mmorgan@goloanstar.com to order yours today! COST No charge for the Flier.

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

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


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

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

New to the Logo Store in April will be balloons in white and green; black golf towels, green tees and Nike golf balls; and green roller-ball pens. HOW Click on the link at the bottom of our home page, shop and purchase online. COST Vendor fees paid directly to supplier. CAMPAIGN “ Downsizing Flier” WHAT Use to co-brand with an agent to show prospects that you have all the bases covered when it comes time to sell and buy a smaller home. HOW Contact Mikayla Morgan to order your personalized copy. WHO Clients, prospects and agents. COST Free unless printed and mailed.


CAMPAIGN “ Referral Partner Budget”reference Flier WHAT When promoting our marketing services for referral partner use, this handy 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 Flier.

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


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

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


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

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


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

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


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

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


CAMPAIGN “ Open House/Financing Flier”for luxury homes WHAT Re-designed Financing Option Flier for upper end homes. Can be used for any price range. HOW Call your Marketing Concierge to order and specify Standard or Luxury style format. To ensure delivery, allow 48 hours to produce and delivery you a .pdf to print or forward to an agent. WHO Targeted to real estate agents and builders. COST Free unless printed and mailed.

CAMPAIGN “ Moving Gift Certificate/14 Day Close”Flier WHAT This is a new beta test flier to use at Open Houses or other public events. The promotion is to show we give a Moving Starter Kit at closing to our clients and they can receive that too when the close with LoanStar. The “ redemption”steps is to encourage a full underwriting pre-approval that results in a quick close. HOW Order from your Marketing Concierge! Not intended for eBlast at this time. Will be printed on heavy stock with envelopes printed with “ MOVING GIFT CERTIFICATE ENCLOSED”on them. COST No Cost unless over 25 are ordered, then minimal supply charges. CAMPAIGN “ Realtor Engineered to Shine”eBlast WHAT This is another way to show off what LoanStar can do for Realtors! Get multiple referrals by showing them how we are Engineered to Shine! HOW Email Nick at nlong@goloanstar.com to get started! COST No Cost!


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

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


CAMPAIGN “ Rent Vs. Buy Two” WHAT A version of the Rent vs. Buy Flier that works well targeting rental databases. HOW Contact Nick Long (nlong@goloanstar.com) for more details. EMAIL RECIPIENT Renters COST Free!

CAMPAIGN “ Rate Sheet New and Improved” WHAT The rate sheets that go out to your realtor list each Friday has been improved and now features our new and improved cobranded financing option fliers! HOW Already sent out each Friday to realtors. EMAIL RECIPIENT Weekly Realtors COST Free!


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

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


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.


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


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