National Mortgage Professional hosts Marketing Training Webinar
Refi's Are Drying Up! Learn to Attract Productive Referral Partners & Home Buyers
Published on: Mar 3, 2016
Transcripts - National Mortgage Professional hosts Marketing Training Webinar
WE WILL BE GETTING STARTED VERY SOON
CONNECT WITH ME!
REFi’s Are Drying Up!
TODAY YOU’LL LEARN HOW TO...
Attract Productive Referral Partners & Home Buyers
MY GOAL TODAY
Give you Actionable Value and a peek inside
some new lead entry points that can take you
deeper into more meaningful prospect and
WHAT’S THE PROBLEM
What’s NOT working in Mortgage Marketing...
SAME OL’ SAME OL’ Low Trust High Dollar Strategies
● Blind Flyers
● Blind Rate Sheets
$ $ $ $ $ $
TOTAL = Thousands of Dollars
Where’s the Beef? =ROI
THE CONNECTORS ARE ADVANCING
In this new DIGITALLY CONNECTED economy - the Best
CONNECTORS, the Best TRUST, RESPECT, & AUTHORITY creators
are CRUSHING IT. And so can you!
...but it still smells like work.
YOUR DIGITAL MARKETING VEHICLE
Strategy for when there is minimal
Strategy for those who decide to
engage with you. Keeps you TOP
Strategy to drive
referrals and reviews so
you’re not easily
forgotten post sale
YOU MUST DRIVE
these 3 Marketing Components
YOUR DIGITAL MARKETING VEHICLE SHOULD...
● Drive people through a systematic process
● Be Automated in some capacity (High Reach)
● Drive Reviews & Referrals for you (High Touch)
● Be Simple to Deploy
● Be Quantifiable & Trackable for ROI
STRATEGY: Build & Find this for your business
UNDERSTANDING YOUR MARKETING REACH/ROI
You marketing efforts must land in the heads hands of
hearts of your intended target when they are prepared to
purchase a home. You’ve also got to have a way to
measure it’s effectiveness against the cost. Stop
STRATEGY: Find a Tool that’s Simple & Quantifiable.
SOLVING THE PROBLEM
YOU NEED TO CREATE
● GIVE MORE VALUE UP-FRONT
1. “I want my Loan Officer to stop telling me how to do my job!”
2. “I want my Mortgage person to answer the damn phone!”
3. “I want them to help me grow my business!”
TOP 3 LO ISSUES FROM TOP 50 REALTORS
Make Great Connections ON and OFFline…
w/ Prospects & Partners
WHAT’S WORKING RIGHT NOW?
● E-mail & Phone calls are still King…
● BUT, they are both a stale solution for recipients who don’t know you.
Open rates (National averages):
● E-mail: 20-30%
● Direct Mail: 1-2%
● Text 94% **cough** Under-Utilized.. HELLO!!!
BE EVERYWHERE - BETTER
CREATE BETTER WAYS FOR REFERRAL PARTNERS & PURCHASE
CLIENTS TO ENTER & ENGAGE YOUR COMMUNICATION CHANNELS
Social Media has 6% Org
Reach - It’s Pay to Play
AUTOMATE AS MANY PROCESSES AS YOU CAN
Create way to
Create way to
CREATE WAYS FOR REFERRAL PARTNERS & PURCHASE CLIENTS
CAN ENTER & ENGAGE YOUR COMMUNICATION CHANNELS
2 Birthday Parties? A Social Experiment
● A. I created invitation for my 30th solely on Social Media… (Went to A
Couple Thousand People - No Personal Invites)
● B. Another I Picked up the Phone and Personally Invited Every Person
Which one do you think had a better turn out?
What would have happened if i did both?
STRATEGY: Engage On and Offline for best RESULTS.
A NEW TOOL YOU’VE GOT TO CHECK OUT
HIGH COMMUNITY INTERACTION - LOCAL
HOW DO YOU BUILD...
● GIVE MORE VALUE IN DIGITAL ERA?
TOP PRODUCING LO SPOTLIGHT - JIM BLACK
● What's your secret sauce for killing it as LO in the digital age?
● What's the best practice for connecting to people online that you
● What is the best tip you can offer other LO's around attracting new
referral partners and home buyers in the social media age? ...
● How do you build trust respect and authority with Referral Partners
and Home Buyers who don't know you yet? (will look at those 3
individually so try not to group together)
● What technology tools do you personally use to grow your
● How are you using them?
THE GOOD NEWS...
● You DON’T have to be a Marketing expert…
● Put in Crazy Hours of your time learning all this
● THERE ARE SOLUTIONS that can help bridge the gap.
Is it ECONOMICAL
and IS IT SIMPLE?
YES. OUR STRATEGY - AN INTEGRATED APPROACH
● E-mail Signature
● Business Card
● Rate Sheets
● Social Media
● Review Sites
● On & Offline Efforts
ALL DRIVE TO ONE PLACE!
WHAT WE OFFER
1. Standing out with YOUR OWN RESPA
(Google Play Store, Apple iOS Devices)
2. Personalized front-end marketing tool = Savvy
3. Marketing control with SIMPLE & Valuable
4. Unlimited Advertising Partnership with
Referral Partners… (Agents, CPAs, Divorce
Attorneys, Fin. Planners, etc)
5. And a cohesive customer experience!
WHAT WE OFFER !
Fully customizable, personalized App with easy-to-use dashboard
Simple, straightforward, valuable marketing analytics
HOW MUCH (LITTLE) IT COSTS
Stop wasting thousands of dollars on ineffective marketing material!
All for less than a Dollar a Day!
Enroll Today and we
will also throw in 10
Referral Partner Apps
AND 200 MARKETING
CREDITS ($399 Value)
Full Time Client
THANK YOU !