Free to Mortgage Market Guide members!
Sue Woodard designed
the CONTACT! Marketing Pack as a relationship marketing system focused solely
on the loan origination industry. Available in both English and Spanish,
this robust collection of letters and e-mails provide the messages you need to
communicate with the people who are key to the success of your business.
You know that a referral based practice is one of the most
successful, time efficient ways to guarantee future success in the origination
business. But as with any other business, it requires the right tools and
skills in order to successfully begin, grow, and maintain the relationships
that will guarantee that future success. CONTACT! provides the methods and
processes that will help to add extraordinary value to each contact and
transaction... in order to both maximize your time and profits, and to set the
stage to ask for and expect to get repeat business and ongoing referrals -
ensuring your business into the future.
Managing Prospects
For prospects, CONTACT! Marketing Pack Pack includes a series of prospective client letters with interesting home
financing information, designed to prompt them to call you to learn more, or to give you a referral to a business partner, increase your recognition,
and position you as their trusted advisor.
First Time Clients
For clients who are just beginning the loan process with you,
CONTACT! Marketing Pack provides a series of proactive letters that keep your
client and their agents informed during the home loan transaction.
Stay in Contact After Closing
To stay in touch after closing, the CONTACT! Marketing Pack
includes content packed letters designed to keep you in front of your past
clients and generate referrals. These letters also cross market many in
your network of business partners such as financial planners, CPA's, attorneys,
etc. This section includes post closing surveys for feedback after closing and
a letter preparing you to send a copy of the HUD 1 to your client in January.
Contact Marketing Pack Extras
The CONTACT! Marketing Pack also contains many extras including letters
to keep agents informed during and after the loan process; letters to cross
market many different types of business partners; letters to help you gain
referable leads for your network of relationship partners... PLUS the
checklists and approval letters Sue has developed and uses within her own
business... PLUS a customizable personal brochure!
Description of Documents
Prospects
- The first phase of letters is designed to be used before an actual loan
transaction even begins, or at the point of initial client contact. The
CONTACT! Market Pack includes a series of letters strategically designed to be
appropriate and informative for many different types of home financing. They
are also fairly brief, so the client gets a specific piece of knowledge along
with your contact information, but is not overwhelmed by too much text. Each
letter asks the prospective client to contact you if they would like further
information and also asks for referrals. As an additional benefit, several of
the letters also talk about specific information that is designed to prompt the
client to call you for a referral to a real estate agent, tax professional,
financial planner, etc.
Beginning the Loan Process
- The content used during the loan transaction
is designed to provide information to your client and real estate agents that
will proactively address the questions, concerns and stresses that can arise.
As a bonus - it also includes letters to solicit additional business from the
seller, assist you in establishing a relationship with the listing agent, and
provide an opportunity to share your services with other prospects in the
client's place of business.
During a Purchase
- Thank you letter with some general mortgage reminders to the buyers.
- A letter to the seller to solicit their potential business.
- A letter to the listing and selling agents to let them know the file is in process.
- A midpoint letter to the buyers with a few reminders and a referral to your preferred insurance source.
- A pre-closing letter to the buyers to prepare them for closing.
- A "Congratulations on Your Closing" letter to the buyer and first payment information.
- A client survey soliciting a contact name of a Human Resource contact if you'd like to pursue a corporate plan with their employer.
- A follow up letter to both the listing and selling real estate agents.
- A letter you will have prepared in advance in order to send the client a copy of their HUD-1 settlement statement in January, right in time for taxes.
During a Refinance
- Thank you letter with some general mortgage reminders to the borrowers.
- A midpoint letter to the borrowers with a few reminders and a referral to your preferred insurance source.
- A pre-closing letter to the borrowers to prepare them for closing.
- A congratulations/thank you letter to the borrowers and first payment information.
- A client survey soliciting a contact name of a HR contact, if you'd like to pursue a corporate plan with their employer.
- A letter you will have prepared in advance in order to send the client a copy of their HUD-1 settlement statement in January, right in time for taxes.
After Closing -
To stay in touch with your clients after a loan has closed, the
CONTACT! Marketing Pack includes 24 ready to go letters that are designed to
provide your past clients with information on a variety of financial and home
related topics, ask for referrals, and encourage your clients to call you for
more information or a referral to one of your business partners. The goal is to
increase repeat and referral business for you and your business partners and
the strategy is to keep your name in front of your contact database on a consistent
basis.
Bonus Content -
The miscellaneous section of the CONTACT! Marketing Pack
includes file checklists, approval letters, and pre-approval info sheets plus a
personal brochure template that can be used "as is" or further customized if
you prefer.
Price: $190.00
(one time fee, per user. Multiuser discounts available and free to Mortgage Market Guide members)