MARKETING TO YOUR DATABASE HAS NEVER BEEN THIS EASY Every available marketing email in each unique campaign has been created behind the scenes by your On Q Marketing Team and meticulously reviewed and approved by Compliance Marketing.
ALL YOU NEED TO DO:
Enter your database of borrowers, referral partners, and contacts
Set It! Opt in to some or all campaigns
Forget It! The system emails your database with relevant and timely marketing material
It is 5 Times More Costly to Attract a New Customer than it is to retain an Existing Customer
NE
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e nd Refi L a e s a h c r s Pu Encompas in d e t r S a t D S LEA ded New Files 01 NEW ough Fun r h t p u t e nS SPECTS From Loa 1 02 PRO * SS ugh Year E o r C h O t R old g P in N d NS I an 1 year h t From Fun e r o 03 LOA m ans ects cts/Prosp wers – Lo a o t r D LOANS n r E o o S C B O le s t L s s C Pa 04 ncompa ls availab E ia d r n e t N a a O s I t m T c N er Conta ENT RETE cial Plann n a New Hire in F r, 05 CLI e an Q is n; Build ig ent. Lo ation. a m p p S m T a lo C C e TA nic ev Realtor ly in d ional commu t 06 CON n * e r * r S le for *: Cu r transact ARTNER P availab brary. L ly A t o R f n R e E li le r g ur ab 07 REF erials c in marketin ly avail g *: Mat u r re n t c
* emailin ad-hoc
INNING
AUDIENCE
BASE HIT
1
NEW LEADS PURCHASE
Ad Hoc Emails to New Leads; No Opt Ins to Campaigns
2
NEW LEADS REFINANCE
Ad Hoc Emails to New Leads; No Opt Ins to Campaigns
3
PROSPECTS
Opt In to On Q Drip Campaign
4
LOANS IN PROCESS
Utilize Loan Q (instead of Vantage)
5
POST CLOSING
Opt In to On Q Drip Campaign
6
CLIENT RETENTION
Opt In to On Q Drip Campaign
7
CONTACTS
Opt In to On Q Drip Campaign
8
REFERRAL PARTNERS
Enter all referral partners into Vantage and Opt In to On Q Referral Partner Campaign
CUSTOM
Choose from Marketing Library and send Ad Hoc emails
9
DOUBLE
TRIPLE
Opt In to On Q Drip Campaign
Customize Existing On Q Drip Campaigns
Opt In to On Q Drip Campaign
Customize Existing On Q Drip Campaigns
Customize Existing On Q Drip Campaigns Opt In to On Q Drip Campaign (Cannot use Loan Q) Upgrade to VIP Borrower to get Address Stamper and quarterly post cards to Borrowers
HOME RUN
Create your own “Purchase” Campaign. Include videos and additional photos Create your own “Refi” Campaign. Include videos and additional photos
Create your own email campaign
Create a Video Email campaign
Customize Existing On Q Drip Campaigns
Create your own personal emails and/or a Video email campaign
Customize Existing On Q Drip Campaigns
Create your own personal emails and/or a Video email campaign Custom custom content or create campaigns based upon loan type or customer demographics; Send custom items. Custom custom content or create campaigns based upon loan type or customer demographics
Upgrade to VIP Client Campaign to include quarterly post cards
Customize Existing On Q Drip Campaigns
Upgrade to VIP Client Campaign to include quarterly post cards
Customize Existing On Q Drip Campaigns
Upgrade to VIP Realtor Campaign to include quarterly post cards; Add MMG
Ad hoc or custom Campaigns for Builders, CPAs or Attorneys using materials in the marketing library
Create your own custom referral partner campaign or materials. Include videos and photos
Create your own email campaign
Custom content or create campaigns based upon loan type or customer demographics; Send custom items.
Customize Existing On Q Marketing Library Materials
STARTS STOPS
when lead is entered into Vantage with Loan Purpose of "Purchase" or has no loan purpose specified when lead is exported to Encompass
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paign
refinance ca
efinance campaign STARTS when lead is entered into Vantage with Loan Purpose of “Refinance�
STOPS when lead is exported to Encompass and loan file is started
Next Steps
prospects campaign STARTS
when lead is entered into Encompass with a “File Started” Milestone
STOPS
when loan hits “Loan Set-up” Milestone in Encompass
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ance campaign
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Compliance Marketingit will make sure you’re Regulation often feels like an overbearing and complicated machine that drowns out any creativity in digital marketing. As a Mortgage Consultant, you may feel like you live between a rock and a hard place;
safe!
you have a desire to stay connected to your database of contacts but may be afraid of current regulatory conditions. Fear not! Everything in Vantage is Compliance reviewed and approved.