In the real estate market it does not matter if you are upswing or downturn, generating
and qualifying leads (whether generated by referrals or your marketing efforts)
is the lifeblood of your business. Unfortunately, many Loan Originators are simply
too busy to give lead conversion the attention it deserves. In an effort to unburden
loan officers from the day-to-day task of managing leads, ManageContacts has developed
MortgageCompass a completely automated lead management solution designed specifically
to move leads through your process to becoming a pre-approved prospect.
MortgageCompass is a series of communications that are sent to a lead beginning
at the moment they are entered into your ManageContacts system – without you or
your loan officers doing a thing. Each message is especially designed to move a
prospect to the next step in the mortgage process and address common objections
along the way.
The e-mail series begins with a welcome e-mail designed to acknowledge the leads
interest in your company and your desire to assist them with their home financing
needs. The communication stream continues with messages designed to encourage them
to get pre-approved and explains all the benefits while tackling the tough issues
like shopping around your mortgage and identifying the credit repair. The marketing
communications featured with MortgageCompass include:
- Welcome E-Mail
- Invitation to Get Pre-Approved
- Shopping Around Your Mortgage
- Pre-Approval Reminder
- Tips for a Smooth Loan Approval
- Closing Costs Discount Coupon
- Credit Scoring & Credit Repair
- Pre-Approval Reminder
- A PMI Primer
- Choosing a Real Estate Agent
All of the communications are designed with a customer-centric focus – to ensure
they never feel lost in the mortgage process. The messages are specially crafted
to increase their comfort level with your company and help them understand that
you will always look out for their best interests.
The ultimate result from your subscription to MortgageCompass will be an increase
in the percentage of leads you convert to closed loans.
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Many of us have heard the old business adage that the best source of new customers
is your old customers – and this statement can be no more accurate than in the mortgage
business. Despite its importance, however, many Loan Originators are simply too
busy to give past clients the attention they deserve.
In an effort to unburden loan officers from the day-to-day task of staying in touch
with past clients, ManageContacts has developed MortgageConnect a completely automated
marketing solution designed specifically to keep your company top of mind with past
clients as new financing needs arise for them, their friends, families and co-workers.
MortgageConnect is a series of communications that are sent to a client at the moment
they close on their first loan with you – without you or your loan officers lifting
a finger. Each message is especially designed to stay connected with your clients
as they move into their new home and as their financial needs change and evolve.
The e-mail series begins with a congratulatory e-mail designed to acknowledge your
mutual efforts to bring their loan to a successful close. The communication stream
continues with a New Home Coupon message filled with special offers from home improvement
and home decorating retailers. All the messages encourage your clients to stay connected
with your company as you remind them of the benefits of doing that. The marketing
communications featured with MortgageConnect include:
- Congratulations on Closing
- New Home Coupon Pack
- Update Your Address
- New Home Tips
- Testimonial Request
- CFP Referral
- 3-Month Cross Sell
- Estate Planning Attorney Referral
- 6-Month Cross Sell
- Annual Mortgage Review
All of the communications are designed with a customer-centric focus – to ensure
they understand you value your relationship with them. The messages are specially
crafted and timed to coincide with key milestones in your financial relationship
with your past clients.
The ultimate result from your subscription to MortgageConnect will be an increase
in follow-on business from your past clients and more referrals.
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