marketing matters | september 2014

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MARKETINGMATTERS Volume 1 / Issue 15

Ins ide

S e p t e m b e r | 2 0 1 4

Crowded House Marketing a Successful Open House

Running a Successful Marketing Event

What’s New

Marketing Library

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CONTACTS | Phone 503.597.6702 | Email [email protected]

Kenn Bartley | SVP Marketing & Business Development | [email protected]

Adrian Khaki | Regional Marketing Manager | [email protected]

Mikayla Morgan | Regional Marketing Manager | [email protected]

Nick Long | CRM Manager | [email protected]

Kayla Bowker | Marketing Administration | [email protected]

Sheri Kramer | Marketing Administration | [email protected]

Matt Houston | Business Development Manager | [email protected]

Emily Eastburn | Marketing Administration | [email protected]

Lauran Woodruff | Marketing Administration | [email protected]

Julie Farrell | Business Development Manager | [email protected]

MM

MARKETINGMATTERS “A business absolutely de-voted to service will have only one worry about profits. They will be embarrassingly large.”

HENRY FORD (1863—1947)

Marketing Matter s i s p r ov ided to e ver yone at LoanS tar Hom e Lend in g t o use , shar e and l aunch . The sta ff w el -comes comments and ideas and a lthough we st r ive for per fection, we are wel l aware that we won’t p lease everyone.

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The Concierge Approach

How to get started

LoanStar Marketing

Your Marketing Concierge

LoanStar Home Lending is designed to handle all marketing needs for our team, including business partners. The

LoanStar Marketing Department’s organizational structure is designed in a concierge manor, assigning each region

an individual Marketing Specialists for which LoanStar Home Lending operates.

Adrian Khaki

Regional Marketing Manager California

Arizona/New Mexico Texas

Mikayla Morgan

Regional Marketing Manager Portland Everett

Bellevue

Kayla Bowker

Marketing Concierge Portland

Clackamas Vancouver

Matt Houston

Marketing/ Business Development

Sheri Kramer

Marketing Flyers

Kenn Bartley

SVP Marketing/ Business Development

Nick Long

CRM Manager

Julie Farrell

Marketing/ Business Development

Power Behind The Scenes

Andy Jaeger

Marketing Concierge Everett

Lauran Woodruff

Marketing Concierge Portland

Through the use of the Concierge Concept Approach, each branch has their go-to individual for all of their marketing

needs. Whether it is database management, flyer request or even custom marketing designs, each concierge will be

your one stop shop to meet your needs.

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ULTIMATE OPEN HOUSE! EVERETT, WASHINGTON, Wednesday, September 3, 2014

Doug Schreifels, Senior Loan Officer at our Everett Branch, and his business partner Lar-ry Schreifels, Real Estate Broker at Fireside Homes, pounded the pavement this past holiday weekend staging and sitting an open house Friday, Saturday and Sunday with an additional brokers open yesterday.

Their hard work paid off in the form of great foot traffic through the property and a lot of positive feedback from agents that stopped by. Doug finished the weekend with one buyer looking to finance with him and a dozen realtors looking to sit down and learn more.

M A R K E T I N G

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As is usually the case, people can’t believe all of the work that is put in to placing all of the road signs out. The location of this property is ideal for our Ultimate Open House pro-gram. It’s in Richmond beach a few blocks from the water. Those of you familiar with the area will know that Richmond Beach Drive acts like a funnel and there’s only one way to go. Doug went above and beyond directing traffic from as far as Aurora.

Both Doug and Larry passed out all of their fli-ers and cards and running out before the end of Sunday. We haven’t seen this much foot traffic in a while so we’ll be better prepared next time.

The property itself was out of most people’s price range, but they had some great con-versations and consistently had people touring the house one after the other.

Property Address: 2502 NW 192nd Place, Shoreline, WA 98177

Friday – 17 groups of potential clients, 8 realtors, and 9 neighbors

Saturday – 12 people before noon (builder was on site keeping count) 18 groups of po-tential clients during the opens official hours, 2 realtors and 12 neighbors

Sunday – 5 people walked through

Tuesday (brokers open) – 14 potential clients, 12 agents

S U C C E S S !

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OPEN HOUSE/LISTING FLIERS

BY THE NUMBERS

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IN THE NEWS

Recent LoanStar Home Lending Press Clippings

Bellevue Business Journal, WASHINGTON, Monday, July 14, 2014

Victoria Parasochka has joined LoanStar as a Processor at the Bellevue branch. Victoria grew up in Ukraine, where she went

to high school and then moved to Redmond, Washington, where she currently resides. She attended Lake Washington

Technical College in Kirkland, Washington, where she earned a degree in finance accounting. Before LoanStar, she worked

at Umpqua Bank and currently has ten years of experience in the mortgage industry. In her spare time she enjoys working

with charities that benefit kids’ education and development. Her hobbies include sailing and tango dancing.

Bobbie Reed joins LoanStar as an Underwriter at the Bellevue branch. Bobbie grew up in Kelso, Washington, where she

attended Kelso High School. Currently she resides in Lake Stevens, Washington. Before LoanStar, she worked at both Cobalt

Mortgage and Cornerstone Mortgage. Today she has about 28 years of experience in the mortgage industry. One of her pas-

sions is animals. When she is not taking care of her own three dogs, Bobbie spends her time giving back by volunteering at

the Everett Animal Shelter walking dogs.

Alena Santana has joined LoanStar as a Closer at the Bellevue branch. Alena grew up in Renton, Washington where she attended Lind-

bergh High School; currently she resides in Everett, Washington. Before coming to LoanStar, she worked in the industry on and off for 13

years working with doc funding and post-closing. She also has experience in cosmetology. Her hobbies include reading and spending time

with her husband and three kids.

Krista Kelley has joined LoanStar as an Underwriter at the Bellevue branch. Krista grew up in Yuba City and then made the move to Lake

Stevens, Washington, where she attended Lake Steven High School; currently she resides in Arlington, Washington. Before coming to

work at LoanStar, she worked as a receptionist at Seattle Mortgage as a receptionist and then made the transition to becoming an under-

writer. Today she has ten years of experience in the mortgage industry. She has been married to her husband for eight years and together

they have two dogs. Some of her hobbies include watching hockey, specifically the Everett Silvertips, baking, crafting, and scrapbooking.

THE HERALD of EVERETT, WASHINGTON, Monday, July 14, 2014

LoanStar Home Lending Continues to GrowLoanStar Home Lending has added employees at the Everett branch. Randall “Randy”

Brockway has joined LoanStar as a branch manager in Everett. He has more than a decade of experience in the mortgage industry. An-

drew “Andy” Jaeger is the new business marketing specialist at the Everett branch. Cameron Lillibridge joined the branch as a processor.

THE OREGONIAN, Wednesday, July 16, 2014

LoanStar, a mortgage banking firm in Portland, has added Michael "Shannan" Pratt as the executive vice president. Previously, he was as a

commercial banker at Capital One. In addition, Kelley Pellerin was added as a loan officer; James Draper as a financial analyst; Kimberly

Buettgenbach as a compliance analyst; Kelva Stroud joins as a closer; and Christine Cruz as an underwriter.

THE COLUMBIAN, Sunday, July 20, 2014

Sheraden Schilling and Erin Edwards have joined LoanStar Home Lending as loan officers at the Vancouver branch. Schilling,

who lives in Washougal, has been in banking since 1995. She previously worked at Washington Mutual/Chase Bank and

Umpqua Bank. Edwards has a degree from Arizona State University and has 13 years experience between Wells Fargo Bank

and Umpqua Bank. She lives in Vancouver.

http://loanstarhomelending.com/

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NOW ONLINE!

LoanStar in the News has been added to our main website. As LoanStar gets published in the news we’ll add to

this online Press Room!

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On the following pages are samples of marketing that was created and launched last month.

You can order any of what you see in Marketing Matters for your personal brand

and marketing needs. As new marketing is produced it will be included

in subsequent editions of Marketing Matters.

HOW TO ORDER

Call your Marketing Concierge or send your request for personalization to

[email protected].

Include your name, branch, and this is important –

when you need it completed and ready to launch

(usually not the same day, give us a chance!).

I WANT SOMETHING ELSE!

Okay, call marketing and we’ll discuss what you need

and how and when we can deliver it to you.

Make sure you have a goal in mind along with your request,

we get plenty of practice designing cool marketing stuff already!

mailto:[email protected]

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N O W

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CAMPAIGN

“Mortgages@Work” Flyer

WHAT

Partner up with your local businesses (Small, Medium & Large), and offer them our Affinity

Program. Through this program your local businesses will reap the benefits of LoanStar

Home Lending:

Priority Lending by a local Mortgage Bank

$500 Closing Credit

Up-to $500 Credit towards appraisal costs

Gift Certificate to a local moving company to help you move

Dedicated lender representative

Free approvals and analysis for all XYZ Company Employees

GOAL

Differentiate from your lending competitors and offer business in your market a competi-

tive advantage with our products and money-saving offerings.

HOW

To order contact your Area Marketing Concierge. A complete marketing kit is coming soon.

COST

No design costs. Printing and postage fees may apply. Commissions will be paid upon the

office generated lead schedule.

AVA I L A B L E !

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CAMPAIGN

“General Jumbo” Flyer

WHAT

With LoanStar Home Lending’s Jumbo Financing, your clients now have access to some

amazing Jumbo Programs. This flyer highlights how easy it is for your borrower to get pre-

approved for a home with loan limits up to $2,000,000, and 90% LTVs! Take advantage of

these programs!

GOAL

Educate your referral partners and clients of our Jumbo Programs.

HOW

To order contact your Area Marketing Concierge.

COST

No design costs. Printing and postage fees may apply.

Realtor eBlast: Friday, September 5th

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CAMPAIGN

“Jumbo ARM Advantage” Flyer

WHAT

With LoanStar Home Lending’s Jumbo Financing, your clients now have access to some

amazing Jumbo Programs. This flyer highlights how easy it is for your borrower to get pre-

approved for a home with loans to 90% LTVs and NO mortgage insurance, NO FICO re-

quired for foreign nationals and non-permanent resident aliens, AND business funds ac-

cepted as down Payment! Take advantage of these programs!

GOAL

Educate your referral partners and clients of our Jumbo Programs.

HOW


COST



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CAMPAIGN

“Point5” Flyer—Only Available in Arizona, New Mexico & Texas

WHAT

With LoanStar Home Lending’s unlocked FHA Programs, your clients now have access to

some amazing new programs. This flyer highlights how easy it is for your borrower to get

pre-approved for a home with CLTV’s up-to 99.5%, down payments of 1/2%, and credit

scores as low as 580! Take advantage of these programs!

GOAL

Educate your referral partners and clients of our FHA Point5 Program.

HOW


COST



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CAMPAIGN

“FHA Niche” Flyer

WHAT

With LoanStar Home Lending’s unlocked FHA Programs, your clients now have access to

some amazing new programs. This flyer highlights how easy it is for your borrower to be a

home owner for a home with FICO credit scores as low as 580! This call-to action flyers re-

minds your referral partners and borrowers rates are still low and to act now before risking

higher payments.

GOAL

Educate your referral partners and clients of our FHA Niche Program.

HOW


COST



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CAMPAIGN

“USDA” Flyer

WHAT

With LoanStar Home Lending’s USDA Program, your clients now have access to 100% fi-

nancing programs. This flyer highlights how easy it is to get pre-approved to buy a home in

a rural neighborhood with NO MONEY DOWN! Take advantage of these programs!

GOAL

Educate your referral partners and clients of our Reverse Mortgage Program.

HOW


COST


Realtor eBlast: Friday, October 3rd

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CAMPAIGN

“VA Niche” Flyer

WHAT

With LoanStar Home Lending’s VA Program, we support our military families. This call –to-

action flyer educates your referral partners and borrowers on what it takes to be eligible

for a VA Program, and reminds them that rates are incredibly low—now is the time to buy.

GOAL

Educate your referral partners and borrowers of LoanStar’s VA Niche Program.

HOW


COST


Realtor eBlast: Friday, October 10th

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CAMPAIGN

“Reverse Mortgage” Flyer

WHAT

With LoanStar Home Lending’s Reverse Mortgage Financing, your clients now have access

to supplemental retirement income. This flyer highlights ways your borrowers 62 years of

age or older can supplement their retirement income througha government issued revers

mortgage loan! Take advantage of these programs!

GOAL

Educate your referral partners and clients of our Reverse Mortgage Program.

HOW


COST


Realtor eBlast: Friday, October 17th

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“Just Listed—Large Photo” Post Card

“Just Listed—Open House Card”

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CAMPAIGN

“Just Listed—Large Photo” Postcard **

WHAT

This Just Listed half page postcard serves as a great way to market your referral partner’s

new listing and gain traffic to sell the home.

GOAL

With this new postcard design, impress your referral partners on ways you can help pro-

mote their listings and solidify your relationships.

HOW


COST


**Also available as an “Open House Card”

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CAMPAIGN

“Save the Date: BBQ” Invitation eBlast

WHAT

Many of you have some great ideas and upcoming events/ gatherings for you Clients and

Partners. Now you can add the WOW! Factor by sending out custom event “Save the Date:

BBQ” invitations to promote your event!

GOAL

To increase professionalism and attendance of upcoming events. This is a great way to

build rapport with clients and partners for future referral opportunities.

HOW


COST

No costs.

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CAMPAIGN

“Sizzlin Summer Sweepstakes!” ends September 30th!

WHAT

Now until September 30, 2014, you can use this “Enter to Win” sweepstakes to gather contact

and mortgage or real estate needs at events. Use at Open Houses, Home Shows, Buyer Semi-

nars, and if you are a year past your initial Re-engagement Campaign, you could elect to do a

new give-away promotion.

HOW


COST

No charge for the Traeger Junior Elite BBQ Grille or small quantity printing but expensive if

you don’t use it! Postage and vendor printing, if any, will be charged to LO.

GOAL

To grow existing and re-engage old database by updating current contact information, stay on

top of mind and increase mortgage inquiries from both current and prospective clientele.

NOTE

This promotion ends September 30th. Get all your “Sizzling Summer Sweepstakes” entry

forms to marketing on September 1st. The drawing will be held on September 3rd and a pro-

motion about the contest, the drawing and the winner receiving the Traeger Junior Elite BBQ

Grille will be created and made available for all who participated. Look for more details in fu-

ture editions of Marketing Matters.

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CAMPAIGN

“Rent vs Buy” Campaign—Cobranded Realtor Postcard

WHAT

You may have realtor partners requesting to for “Just Listed” or

“Recently Closed” post card blasts, now you can help your realtor

partners with this cobranded mail/email blast to target certain

neighborhoods and past clients.

HOW

To order contact marketing at [email protected].

GOAL

To leverage Realtor Partnerships by cobranding this piece and

marketing to surrounding properties of “Just Listed/Sold” homes.

The goal of this strategy is to brand yourself and your partner as

the “Neighborhood Expert” and increase purchase/ seller inquir-

ies.

COST

No design costs. Printing and postage will be split with your co-

branded partner. See your area concierge for additional infor-

mation.

CAMPAIGN

“CURRENT RATE SHEET” - COBRANDED JUMBO PRICING

WHAT

Giveaway flyer to cobrand with your realtor partners to show

JUMBO PRICING at open homes.

HOW


GOAL

To strengthen partnerships by providing a cobranded cheat-

sheet for Realtor Partners for quick and easy reference when

consulting a potential Jumbo Buyer.

COST

No cost!

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CAMPAIGN

“LET US MOVE YOU AND CLOSE IN 14 DAYS!”

WHAT

Our new and improved Moving Certificate and Quick Close to be cobranded

with your realtor partners.

HOW


GOAL

To differentiate from competition by providing “Added-Value” and increas-

ing inquiries. Promotes our unique moving promotion and how to close

quickly.

COST

No design costs. Printing and postage will be split with your cobranded

partner. See your area concierge for additional information.

CAMPAIGN

“Save the Date” Invitation eBlast

WHAT

Many of you have some great ideas and upcoming events/ gatherings

for you Clients and Partners. Now you can add the WOW! Factor by

sending out custom event “Save the Date” invitations to promote

your event!

HOW


GOAL

To increase professionalism and attendance of upcoming events. This

is a great way to build rapport with clients and partners for future

referral opportunities.

COST

No cost!

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CAMPAIGN

“Photo-Booth” Event Marketing

WHAT

Bring energy to your events with our LoanStar Branding & be creative with

your booths. With a photo booth, you will drive energy to your sponsored

booths and give you a reason to follow up with your Realtor/Client Pro-

spects.

HOW


GOAL

To increase energy and draw attention to booths at sponsored events. Great

reason to follow up with partners, prospects & clients.

COST

Contact your Area Marketing Coordinator for details and budget.

CAMPAIGN

“Wine Label” Closing Gift

WHAT

Brand your favorite wine’s with this LoanStar Label and your contact infor-

mation in the back (Thank you Mary Pennel for supplying us with this de-

sign). Makes for a great closing gift for your clients.

HOW


GOAL

Branded closing gifts to increase brand and name recognition at the highest

point of the transaction (Closing) to capitalize on referral opportunities with

recent closes.

COST

No design costs. Printing costs may apply. Contact your area Marketing Co-

ordinator for more information.

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CAMPAIGN

“Sizzling Summer Sweepstakes”

WHAT

Now until September 30, 2014, you can use this “Enter to Win” sweepstakes to gather

contact and mortgage or real estate needs at events. Use at Open Houses, Home Shows,

Buyer Seminars, and if you are a year past your initial Re-engagement Campaign, you

could elect to do a new give-away promotion.

HOW


COST

No charge for the Traeger Junior Elite BBQ Grille or small quantity printing but expensive

if you don’t use it! Postage and vendor printing, if any, will be charged to LO.

CAMPAIGN

Documentation Checklist (V1.0)

WHAT

This simple, easy to follow Documentation Checklist is perfect in helping your clients un-

derstand and manage everything they need to work through the process.

Send this out with your initial disclosures to help alleviate the stress of needing im-

portant documentation at the last minute!

This is our first version of this marketing piece, so look for an updated version in the

weeks to come. Feel free to send Mikayla input or suggestions on how to make it better!

HOW

Email Mikayla at [email protected] to order yours today!

COST

No charge for the Flier. Printing and postage costs may apply.


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CAMPAIGN

“General Products Flier”

WHAT

Our Products Flier is an easy way to show Realtors, builders and clients what programs we

have to offer.

Look for specific Product Fliers in the upcoming weeks that will highlight each product cate-

gory. Use them in a series of meetings with referral partners.

HOW


COST

CAMPAIGN

“Meet the Team”

WHAT

At LoanStar you have the support of an awesome group and you should show them off!

Use this Flier to let your business partners and clients know who will be helping them with

what, and who to call if they have questions. This can eliminate a lot of the headaches of

miscommunication! Promoting your team shows your strength in numbers!

HOW


COST

No charge for the Flier. Printing and postage costs may apply.



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CAMPAIGN

“Rate Increase” Flier

WHAT

A lot of people don’t know how much an increase in rate can affect their buying power. Use this

Flier to demonstrate exactly how crucial locking in their rate can be – now - and how a re-

finance can drastically change their home loan!

This Flier will be tailored per region to account for average loan amounts.

HOW


COST

CAMPAIGN

“I’ve Moved” Email/Flier

WHAT

Let your clients and business partners know you’ve moved to LoanStar! This marketing piece

can be blasted out via email, snail mail, or handed out to all of your clients and Realtors as an

initial marketing piece to generate business.

HOW


COST

CAMPAIGN

“Affordability Options”

WHAT

Many people, especially first time home buyers, don’t know how affordable homeowner-

ship really is. Utilize this Flier to help clients realize how they could be saving money by

owning a home vs rent!

HOW


COST




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CAMPAIGN

“Let us Move You!”

WHAT

Our moving promotion is a great added value that can help you not only get more clients, but

also help build stronger relationships with Realtor partners.

Use this email blast alone, or partner with your Realtors(R) or builder to promote this awesome

promotion to everyone!

HOW


COST

CAMPAIGN

“MMG Weekly” & “MMG Monthly”

WHAT

Mortgage Market Guide (MMG) is a popular mortgage market update newsletter pro-

vided by Vantage Production that can be branded and personalized with your infor-

mation. There is a weekly and monthly update for MMG which includes a recaps,

graphs, and much more!

HOW

Check out MMG’s website (https://www.vantageproduction.com/mmg/index.php)

and contact Nick Long ([email protected]) for more details.

EMAIL RECIPIENT

Realtors & Select database contacts

COST

$359 Per Year OR $39 on month-to-month, they also have a 14-day trial.

Dion Mancia

Sr. Loan Officer NMLS# 19061

The Mancia Group

LoanStar Home Lending

NMLS# 1094582

Office: (503) 597-6703

Cell: (503) 381-8900

E-Mail: [email protected]

Website: www.themanciagroup.com

In This Issue


https://www.vantageproduction.com/mmg/index.php



http://www.themanciagroup.com

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CAMPAIGN

“Neighborhood Open House Flier”

WHAT

This is an example of an open house email that was featured all the Open Houses in a neigh-

borhood. The LO did all the leg work to get the agents on board, and now she has new re-

ferral partners and the event created leads for her and the agents!

HOW

Marketing can create the Flier and contact Nick Long ([email protected]) to get it

emailed to your targeted database.

EMAIL RECIPIENT

Clients and Realtors

COST

Free to design and email; nominal direct mail costs may apply

CAMPAIGN

“MBS Highway”

WHAT

MBS Highway is another example of a subscription service that loan officers can sub-

scribe to. We take what information they have given us on the articles and turn it into

your branding with your name and photo on it. Marketing is willing to work with whatev-

er subscription service you want and try and provide that to your database.

HOW

Go to MBS Highway’s website and contact Nick Long ([email protected]) for more

details

EMAIL RECIPIENT

Weekly Realtors

COST

$499.95 a year OR $49.95 a month



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CAMPAIGN

“USDA Benefits Extended”

WHAT

This USDA blast was part of the once-a-month email blast going out to clients. Each month will

be a new featured Flier and will be emailed out to each of your client email lists provided. All of

them will be personalized with photos and other information.

HOW

Keep adding to your client email lists and building that database so more of your clients will

get these. If you need help with your lists or the CRM you can contact Nick Long

([email protected])

EMAIL RECIPIENT

Clients

CAMPAIGN

“HARP”

WHAT

This email blasts to customers featuring the HARP refinance program. Every Monthly

blast will go out on the third Thursday of every month.

HOW

Keep adding to your client email lists and building that database so more of your clients

will get these. If you need help with your lists or the CRM you can contact Nick Long

([email protected])

EMAIL RECIPIENT

Clients



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CAMPAIGN

“Introductory PowerPoint Presentation”

WHAT

Marketing produced a PowerPoint presentation to introduce his team to a builder. The presen-

tation was brief and to the point and requested a meeting to follow up and answer and expand

on any of the points in the presentation.

If you need a PowerPoint presentation for any reason, contact marketing.

HOW

Contact Kenn Bartley at 503-597-6702 or [email protected].

COST

None

CAMPAIGN

“Referral Partner Budget” reference Flier

WHAT

When promoting our marketing services for referral partner use, this handy one-sheet ex-

plains how much each piece of the database campaign costs so they can budget accordingly.

Use the budget Flier in conjunction with the Business Partner Marketing Resources brochure.

HOW


COST

No charge for the Flier.


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CAMPAIGN

“FHA Special” email blast or Flier

WHAT

We’re still looking for more FHA loans to send through as a test case so the incredible spe-

cial is extended through April. Send to your agents and database!

HOW

Contact Nick Long for email blasts. Contact Mikayla Morgan for Fliers and direct mail.

COST

None unless mailing.

CAMPAIGN

“Logo Store”

WHAT

The LoanStar Logo Store is online and open for business! Purchase logo apparel, promo items

and open house props to gift to customers, referral partners or to use at open houses and events.

New to the Logo Store in April will be balloons in white and green; black golf towels, green tees

and Nike golf balls; and green roller-ball pens.

HOW

Click on the link at the bottom of our home page, shop and purchase online.

COST

Vendor fees paid directly to supplier.

CAMPAIGN

“Downsizing Flier”

WHAT

Use to co-brand with an agent to show prospects that you have all the bases covered when it

comes time to sell and buy a smaller home.

HOW

Contact Mikayla Morgan to order your personalized copy.

WHO

Clients, prospects and agents.

COST

Free unless printed and mailed.

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CAMPAIGN

“Referral Partner Budget” reference Flier

WHAT

When promoting our marketing services for referral partner use, this handy one-sheet explains

how much each piece of the database campaign costs so they can budget accordingly. Alterna-

tive to using the larger brochure and budget insert.

HOW


COST

No charge for the Flier.

CAMPAIGN

“USDA Product Flier”

WHAT

Use this to discuss the benefits of the USDA program with Agents or Prospects.

HOW

Contact Mikayla Morgan to order your personalized copy.

WHO

Clients, prospects and agents.

COST



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CAMPAIGN

“Logo Store”

WHAT

The LoanStar Logo Store is online and open for business! Newly added products are logo

mugs, pens and padfoli0s – all excellent gifts for customers and referral partners!

New to the Logo Store in April will be balloons in white and green; black golf towels, green

tees and Nike golf balls.

HOW

Click on the link at the bottom of our home page, shop and purchase online.

COST

Vendor fees paid directly to supplier.

CAMPAIGN

“Interest Rate Effect on Payments”

WHAT

This email blast is ready to go out to your database personalized with your contact information

and compliance disclaimers. The message will help readers realize that they should hurry to buy

or refinance before rates go up or risk losing buying power in the future.

Example payments can be modified to fit your database profile (two examples shown here).

HOW

Keep adding to your client email lists and building that database so more of your clients will get

these. If you need help with your lists or the CRM you can contact Nick Long

([email protected])

EMAIL RECIPIENTS

General Database

COST

Free


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CAMPAIGN

“Re-Engagement Campaign (Email Version)”

WHAT

For those starting their database cleanup promotion, we now have an online version of the

highly successful direct mail piece. A fill-form survey is attached to the email to capture up-

dated data, leads, choose their participation gift card, and enter them to win the giveaway

prize. The addition of the fill-form may help improve database engagement.

Note: Responses to direct mail average 30% return rate. Email return rate has been less than

2%.

HOW

Contact Nick Long or your LoanStar Marketing Specialist to get started.

EMAIL RECIPIENTS

Initial Database

COST

Gift cards and grand prize.

CAMPAIGN

“Re-Engagement Campaign (Email Referral Partner Version)”

WHAT

For those co-branding with a referral partner’s database cleanup promotion, we now have an

online version of the highly successful direct mail piece. A fill-form survey is attached to the

email to capture updated data, leads, choose their participation gift card, and enter them to

win the giveaway prize. The addition of the fill-form may help improve database engagement.

Note: Responses to direct mail average 30% return rate. Email return rate has been less than

2%.

HOW

Contact Nick Long or your LoanStar Marketing Specialist to get started.

EMAIL RECIPIENTS

Initial Database

COST

Gift cards and grand prize.

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CAMPAIGN

“First Time Home Buyer” PowerPoint Presentation

WHAT

Thank you Curt Lillibridge and his team at our new Everett, Washington branch for providing their

First Time Home Buyer seminar to share. Marketing has “Loanstarized” it and can customize it to

meet your needs in your market.

If you need this or any PowerPoint presentation for any reason, contact marketing.

HOW

Contact Kenn Bartley at 503-597-6702 or [email protected].

COST

None

CAMPAIGN

Re-engagement Campaign – Generic for Realtor

WHAT

Remember the reengagement campaigns that we did for you when you started

at LoanStar? We help Realtors with those too! If you ever need to send a sample

to a Realtor, we can help brand it to match their realtor group and colors. This

will help simulate what they can have done for them.

HOW

Email Nick at [email protected] to get started!

COST

No Cost!


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CAMPAIGN

Annual Real Estate Review – Generic for Realtor

WHAT

This is a generic look at the annual real estate reviews that we do for Realtor groups for a

sample. You can use this to give your real estate groups that you want to partner with a

sample of the work that LoanStar can provide them!

HOW


COST

No Cost!

CAMPAIGN

“Expect the Best from LoanStar”

WHAT

Here is a Flier that puts together both the annual real estate review and the reengagement

campaign in one Flier! How great would it be to show them each Flier individually and then fol-

low up with this Flier to tie everything together!

HOW


COST

No Cost!



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CAMPAIGN

“Open House/Financing Flier” for luxury homes

WHAT

Re-designed Financing Option Flier for upper end homes. Can be used for any price range.

HOW

Call your Marketing Concierge to order and specify Standard or Luxury style format. To en-

sure delivery, allow 48 hours to produce and delivery you a .pdf to print or forward to an

agent.

WHO

Targeted to real estate agents

and builders.

COST


CAMPAIGN

“Moving Gift Certificate/14 Day Close” Flier

WHAT

This is a new beta test flier to use at Open Houses or other public events. The promotion is to

show we give a Moving Starter Kit at closing to our clients and they can receive that too when

the close with LoanStar. The “redemption” steps is to encourage a full underwriting pre-

approval that results in a quick close.

HOW

Order from your Marketing Concierge! Not intended for eBlast at this time. Will be printed on

heavy stock with envelopes printed with “MOVING GIFT CERTIFICATE ENCLOSED” on them.

COST

No Cost unless over 25 are ordered, then minimal supply charges.

CAMPAIGN

“Realtor Engineered to Shine” eBlast

WHAT

This is another way to show off what LoanStar can do for Realtors! Get multiple referrals by

showing them how we are Engineered to Shine!

HOW


COST

No Cost!


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CAMPAIGN

“Credit Do’s & Don’ts” Flier

WHAT

This education flier is targeted to new customers to help them understand what to do and what

not to do regarding their credit profile while in process for a new loan.

HOW

Order from your Marketing Concierge! Can be converted to an eBlast as well.

COST

No Cost unless mass printing is required.

CAMPAIGN

“Custom Testimonial Request” eBlast

WHAT

What’s a better way to get testimonials than to email them and have them submit the testimonials

through your personal site? You can use a number of tools, contest, or phrases to catch their attention

and it definitely will with a personalized email like Dion’s.

HOW


COST

No Cost!


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CAMPAIGN

“Rent Vs. Buy Two”

WHAT

A version of the Rent vs. Buy Flier that works well targeting rental databases.

HOW

Contact Nick Long ([email protected]) for more details.

EMAIL RECIPIENT

Renters

COST

Free!

CAMPAIGN

“Rate Sheet New and Improved”

WHAT

The rate sheets that go out to your realtor list each

Friday has been improved and now features our new

and improved co-branded financing option fliers!

HOW

Already sent out each Friday to realtors.

EMAIL RECIPIENT

Weekly Realtors

COST

Free!


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CAMPAIGN

New Home Buyer Seminar Flier

WHAT

Holding an event and inviting potential clients? With this new invitation you can email them to the

event and track RSVP’s with a LoanStar hosted online registration link!

HOW

Call or Email Nick at 503.597.6702 or [email protected] to get started on the promotion.

For ideas on how to conduct a successful buyer seminar, contact Matt Houston at mhou-

[email protected] !

COST

No Cost for the promotion – may be some costs to hold the event!

CAMPAIGN

Financing Option Flier – Online Order Form Link

WHAT

This new graphic button links to the Financing Option/Open House Flier Online Order Form

that loan officers can send to agents to use to order their own co-branded fliers!

HOW

Right click the graphic and Copy and then paste into your own email with a note about what it

is for along with your offer to follow up on the previous weekend’s activity. Do this every

Monday to all your agents! If you need copy writing help let your marketing concierge know!

COST

None!




https://loanstarhomelending.sharepoint.com/marketing/_layouts/15/WopiFrame.aspx?guestaccesstoken=ulcksXv0Hj/qCl8KSbpQ9K6jusyf5Dfi9hsIuEJIvR4=&docid=1_10ad80dcf218d408fa07fdcc8093ef963&wdFormId=%7b20626E42-579F-4D5C-B6CD-04CB3FC68E0E%7d&action=formsubmit

- -

CAMPAIGN

“Why Buy Now” PowerPoint Presentation

WHAT

A new presentation was created for an investor networking group, but could be used or modified for

other audiences interested in the financial effects of home ownership. Full of facts and examples of

why it is better to buy than rent or invest in low yield accounts, this presentation is ready to deliver

the message.

HOW

Call or Email your Marketing Concierge to get a presentation customized with your brand and bio.

For ideas on how to conduct a successful seminar, contact Matt Houston at mhou-

[email protected] !

COST

No Cost!



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DON’T FORGET TO ASK FOR TESTIMONIALS

Testimonials from happy customers is one of your best forms of advertising! Ask for them always.

They can submit a testimonial on your web site 24/7. Also, when you have a willing customer or referral partner,

you can also simply ask your Marketing Specialist to call them for a quote and marketing will add it to your web

site and social media posts.

ASKING ISNT STEALING!

Celia Burlingame is a new originator,

starting her career with LoanStar in 2014.

She has hit the ground running and has

asked her customers for testimonials and

they gladly had great things to say about

her. Marketing posted the comments on

her web page (shown here) and on her

Facebook fan page.

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calendar

W1

W3

YR

Direct Mail Newsletter mailed the first week of

every month

Email Blast launched the third Thursday of every

month

Annual Mortgage Review mailed to everyone in a

database once a year. dB is divided in 26 equal

parts, mailed every-other week, with names and

phone numbers sent to originators to call in be-

tween mailings.

Contact marketing for more details

or to review your Annual Marketing Calendar.

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C O D A

marketing matters | september 2014

Documents

marketing needs

started loanstar marketing

crowded house marketing

custom marketing designs

marketing matter s i

business partners

concierge approach

concierge manor