Collateral creation and marketing

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Collateral creation and marketing

Marketing material for Loan Officers

In the modern mortgage industry, leads and opportunities can come from different sources and angles – there’s lead generation that exists online doing marketing as well as leads that come from real estate agents, referral partners and past clients. So the loan officers should prepare marketing material to cater to leads from all avenues.

With our extensive years of service in mortgage industry, we are able to reduce timelines and costs with regard to mortgage marketing. We have the the prebuilt sales packages for the following marketing initiatives in the mortgage space.

Personalized Landing Pages
- Unique landing pages can be served and optimized per audience by establishing buyer personas for different segments of target audience.
- The buyer personas can be established by utilizing the borrower data including personal information available from sources including CRM data, lead capture forms and application forms.
- We can import prebuilt landing pages or can create customized landing pages based on the requirement.
- These pages can be integrated with the CRM platforms to capture the leads efficiently.
Personalized email marketing
- We can automate the process of lead generation, lead filtering and lead scoring for prequalification before the loan officer gets in touch with the lead.
- Through our suite of automating drip emails and messaging, leads can be kept in constant engagement.
- We can also automate the email marketing efforts through integration with the CRM software.
Social Media Marketing:
- Social Media Marketing is an easy way for the LOs to brand themselves and build their business.
- Therefore, it is necessary to have a clear and well-defined social media strategy in place.
- Making video a part of the social media strategy will be crucial since not only are videos vibrant and interesting, but they also rank higher on most social media algorithms.
- We have a repository of social media content including videos which can be customized for a lender or loan officer.
CRM Setup AND Implementation
- We can assist lenders and loan officers for choosing the right CRM partner based on your work flow process and organizational goals.
- We can also set up, configure, customize, deploy, test and validate the CRM tool to support specific business needs of the organization in a time bound manner.
- We also provide continuous support for further business enhancements.
Targeted Advertising
- Pay-per-click advertising can generate high traffic and exclusive leads for the mortgage business if it’s done right.
- We have preset packages of AdWords Search Network campaigns which can be used by lenders and loan officers to target homebuyers searching for mortgages online.
- We can easily setup and scale systems to monitor the overall effectiveness of the ads, the click-through rates and conversion rates, and ensure the highest return on investment for every ad.

If you are looking for a partner/service to help you with your web marketing needs and thereby grow your business along with this development, please contact us here.

Collateral creation and marketing

Marketing material for Loan Officers

Personalized Landing Pages

Personalized email marketing

Social Media Marketing:

CRM Setup AND Implementation

Targeted Advertising