spring into home ownership - inlanta mortgagetop of mind e-mails: educate first time homebuyers on...

2016 MARKETING CAMPAIGN | QUARTER 2: SPRING INTO ACTION

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MAYSPRING INTO HOME OWNERSHIP

QUARTERLY CREATIVE MARKETING FOCUS: It’s spring, so spring into action! Is it time to embark on the purchase process to homeownership or simply spruce up your home’s curb appeal?

MONTHLY BRAND STORY: Help renters, first time homebuyers, and Millennials spring into homeownership by focusing on building credit and loan programs designed with these buyers in mind.

TOP OF MIND FLYERS: Educate first time homebuyers on building credit, tips for the homebuying process, and programs designed to help them own their first home. Engage your real estate agents by creating co-branded flyers for your agents to distribute to their clients.

LOCATION: Find this flyer in the Top of Mind Flyer Library.

THE PATH: Inlanta Mortgage, Inc. > Custom Inlanta Flyers > Programs> Pre-Doctor Loan Program

2016 MARKETING CAMPAIGN, QUARTER 2

MAY: SPRING INTO HOME OWNERSHIP


THE PATH: Inlanta Mortgage, Inc. > Custom Inlanta Flyers > Programs > HomeReady Mortgage

FLYERS


THE PATH: Inlanta Mortgage, Inc.> Educational Flyers > Credit Related > No Credit Poor Credit


MAY: SPRING INTO HOME OWNERSHIPFLYERS

TOP OF MIND FLYERS CONTINUED


THE PATH: Inlanta Mortgage, Inc.> Educational Flyers > First Time Buyer > 4 Keys to First Home

TOP OF MIND E-MAILS: Educate first time homebuyers on building credit, tips for the homebuying process, and programs designed to help them own their first home. You may send these any time you want, but the best recommended times are Tuesday–Thursday between 10–3 p.m.

DOCTOR LOAN PROGRAM

LOCATION: Find this e-mail in the Top of Mind Email Library.

THE PATH: Inlanta Mortgage, Inc. > Informational > Program Related > Doctor Loan Program



HOMEREADY™ MORTGAGE


THE PATH: Inlanta Mortgage, Inc. > Informational > Program Related > HomeReady Mortgage

E-MAILS

TOP OF MIND E-MAILS CONTINUED

NO CREDIT, BAD CREDIT?


THE PATH: Inlanta Mortgage, Inc. > Informational > Credit Related > No Credit, Bad Credit?



FOUR KEYS TO FIRST HOME


THE PATH: Inlanta Mortgage, Inc. > Informational > First Time Buyer > Four Keys to First Home

E-MAILS



TOP OF MIND INTERACTIVE E-MAIL: Show your borrowers how much they’d save by owning. These e-mails can also be co-branded with your borrower’s real estate agent. You may send this any time you want, but the best recommended times are Tuesday–Thursday between 10–3 p.m.

INTERACTIVE E-MAILS

RENT VS. OWN MORTGAGE CALCULATOR


THE PATH: Inlanta Mortgage, Inc. > Surefire Interactive > Rent vs. Mortgage Calculator - Interactive Message



TOP OF MIND IS READY! We are pleased to announce that LendingQB loan data is now uploading to Top of Mind. Loan data will show up in your Top of Mind account 24 hours after it has been added. You are able to send the In-Process videos by putting a date in a custom field, the same process we used in Encompass. With this integration, your loan data is now being sent automatically, so you no longer need to manually add the contact to send videos. This includes both leads and loans.

TOM & LQB UPDATE

Video custom fields are located here:

For those of you who manually entered contacts to send videos, you may see a duplicate loan for that contact. Please email [email protected] if you need to resolve any duplicate loans.

INLANTA BLOGS: This month, we will be posting new articles on the Inlanta blog related to beginning home ownership. We will share them on the corporate social media pages; you may share from our social media pages or directly from the blog.

BLOG 1: RENT VS. OWN

BLOG 2: NO CREDIT/BAD CREDIT?


MAY: SPRING INTO HOME OWNERSHIPBLOGS

BLOG 3: FIRST-TIME HOME BUYER



COVER PHOTOS: Liven up your social media profiles with one of this month’s cover photos. Use one throughout the month or change it up periodically (no more than once a week) with any of the cover photos below. These are best suited for Facebook and Twitter, but contact us if you’d like it resized for another platform.

HOW TO GET IT: Email [email protected], asking for the Embark cover photo.

COVER PHOTOS:

HOW TO GET IT: Email [email protected], asking for the Spring-Flowers cover photo.

HOW TO GET IT: Email [email protected], asking for the Spring-Grass cover photo.

COVER PHOTOS

SOCIAL MEDIA POSTS: Keep your followers engaged with social media posts about upcoming holidays and current events. Similar to this month’s flyers, e-mails, and blog posts, these posts provide related information.

HOW TO GET IT: Email [email protected], asking for the Mother’s Day Facebook photo.

SOCIAL MEDIA POSTS:

CAPTION SUGGESTIONS:

Happy Mother’s Day to the mothers of Inlanta and all the mothers of the world!

HOW TO GET IT: Email [email protected], asking for the Graduation Facebook photo.


Best wishes to the graduates of 2016!

SOCIAL POSTS 2016 MARKETING CAMPAIGN, QUARTER 2


HOW TO GET IT: Email [email protected], asking for the Memorial Day Facebook photo.


In memory of many, and honor of all. Thank you.

Thanks to our veterans & soldiers for giving the ultimate sacrifice.

PRINT & EMAIL NEWSLETTERS: Each month, we receive a customizable newsletter for consumers, called News You Can Use, and for realtors, called Business Success Today. These contain several articles that cover topics on world news, the housing market, tips and tricks, business updates, and more. We may also include an article related to the month’s theme, when possible.

PRINTABLE NEWSLETTER: Both the News You Can Use and Business Success Today newsletters will be available on the Inlantranet and will also be sent out in an e-mail to you via Caitlin Clark.

THE PATH: Inlantranet > Marketing Department > Monthly Client Newsletters

EMAIL NEWSLETTER: Both the News You Can Use and Business Success Today newsletters will be available in Top of Mind.

THE PATH: E-mail Library > Inlanta Mortgage, Inc. > Newsletters > Consumer newsletter OR Realtor newsletter > 2016


MAY: SPRING INTO HOME OWNERSHIPNEWSLETTERS

REGENCY MONTHLY PROMO ITEMS: People love getting free stuff. Why not take advantage of that fact at your next trade show, event, or meeting by giving away one of this month’s featured items? These items serve as reminders for them to call you with their mortgage needs. Find these items in our company store under Promotional Items.



4-IN-1 KEYRING:

4-in-1 aluminum keychain features LED flashlight, whistle, com-pass, and split ring.

COMPANY STORE

MEMO BOARD HOUSE MAGNET:

This magnetic write on/wipe off memo board is made from 12 pt. laminated paper and features a house-shaped design. Also includes a wet erasable pen with clip (shipped in bulk) and .045 magnets attached to the back.

YOUR NEW WEBSITES: All loan officers should have a new Lenderama website if you are registered with Top of Mind. If you do not, please contact [email protected] so we can get one set up for you. We are currently working on getting the Loan Programs sections updated on each person’s websites. If you have modifications you would like to make, please e-mail marketing prior to making any changes yourself.


MAY: SPRING INTO HOME OWNERSHIPWEBSITES

OUR Q1 SALES CONTEST: Our Q1 Sales Contest is over and winners have been chosen! We have tallied the results for our quarter 1 sales contest!

SALES CONTEST RULES: We took a monthly average of your total 2015 units, a monthly average of your total 2016 Q1 units, and found the percentage increase between 2015 and Q1. If you were new to Inlanta in 2015, determined your 2015 average. The top 3 with the highest percentage increase won one of the following prizes:

FIRST PLACE: GEORGE ECKERLE: 90% increase, year over yearWeekend Getaway to Chicago

You have worked hard – now it’s time to relax! The first place winner and a guest will enjoy a two (2) night stay at the Drake Hotel in Chicago, breakfast each morning, and transportation to Chicago.*

SECOND PLACE: JIM GUSSMAN: 48% increase, year over yearSamsung 60" LED Smart HDTV

Relax in the comfort of your own home! Watch a movie or your favorite TV show on a new Samsung 60" LED Smart HDTV!

THIRD PLACE: MIKE BABCOCK: 47% increase, year over yearDinner and a movie for two

Enjoy a date night in your hometown! You choose the restaurant and movie, we’ll pick up the tab! Winner will receive one (1) $25 Fandango Gift Card and one (1) $300 gift certificate to the restaurant of your choice.

*First place winner must make travel arrangements within 45 days of being notified as a winner. Trip must be taken within 6 months of winning. A transportation

credit of up to $800 will be provided to get winner and guest to and from Chicago. This credit may be applied to gas/mileage, airfare, or train fare. If flying or

traveling by train, tickets must be economy class. Roundtrip taxi fare between the hotel and airport/train station will also be reimbursed. Breakfast is included

with stay at the Drake Hotel. All other meals, transportation costs, and purchases will be at the winner’s expense.


MAY: SPRING INTO HOME OWNERSHIPSALES CONTEST

Each month, we would like to showcase the success of our branches, and highlight what’s been working best for them. Whether it’s positive feedback from a campaign, an email, or a successful event, we think it’s important to let you know the benefits of a marketing strategy.



Lakewood Ranch: Open HouseThe Yvette Clermont team in Lakewood Ranch, Florida held an open house for their business partners and customers on Tuesday, March 8th. Their new office is beautiful!

Hales Corners’s Kurt Waltenberger: Muskego Area Chamber of Commerce awardIn March, Kurt Waltenberger of our Hales Corners office was honored with the 2015 Ambassador of the Year award by the Muskego Area Chamber of Commmerce. Kurt received this award for all of his contributions to the MACC and his community this past year. Congratulations, Kurt, on this well-deserved recognition!

Branch Managers Laura Leonhard, Yvette Clermont, & Jim Snyder : MPA News ArticleThree of our branch managers were interviewed for an MPA article in April, written by Heather Turner titled: “As interest rates fall, interest among buyers rise.” Each manager is quoted on the positive effects of the low mortgage rates that are currently in the market and the activity happening in their offices.

President/CEO Nick DelTorto & Branch Manager Yvette Clermont : MBA National Advocacy ConferenceOn April 12–13th, Inlanta President & CEO Nick DelTorto and Branch Manager Yvette Clermont represented the state of Wisconsin at the MBA National Advocacy Conference. Nick had the honor of introducing Congressman Sean Duffy, WI- 7th district. Thank you both for using your voices to advocate for the mortgage industry!

COMMUNITY OUTREACH

ADDITIONAL RESOURCES TO USE: The materials provided are designed to help you kickstart your marketing efforts. However, if you are not finding something that you like, we have a plethora of other materials and resources for you to use to customize your marketing plan to suit your needs.



INLANTRANET: Have questions on how to do something on Top of Mind or social media? Looking for other marketing-related information? Check out the Marketing Department page on the Inlantranet. Easily find tutorials, marketing and advertising policies, this month’s newsletters, and other marketing updates all in one place.

WEBSITE: sites.google.com/a/inlanta.com/inlantranet/marketing-department

TOP OF MIND: Top of Mind is Inlanta’s Customer Relationship Management (CRM) System. Not only does it house your database of past and present clients, prospects, and referral partners, it also offers marketing materials for you to use. Materials include e-mails, flyers, prospect campaigns, in-process videos, holiday messages, and more. This tool helps you stay in front of your business connections and to always remain “top of mind.”

WEBSITE: www.SurefireCRM.com

MARKETING LIBRARY: The Marketing Library allows you to create flyers to give to prospects, clients, and referral partners. Create branded and co-branded Open House and Promotional flyers that can be distributed to buyers or clients.

WEBSITE: www.InlantaLibrary.com

COMPANY STORE: Get all of your Inlanta branded products here! This is your one stop shop for apparel, promotional items, brochures, stationery, and more. Branch managers can log into the Company Store to place orders on behalf of their team. Stop by to get this month’s featured promotional items and stick around to see what else is in store. If you’re not finding what you’re looking for, we can arrange a custom order for your branch - just e-mail us.

WEBSITE: www.RegencyBusinessSolutions.com

YOUR MARKETING TEAM:

CHRIS KNOWLTONChief Information Officer and Vice President

ANN WATSONMarketing Manager

CAITLIN CLARK Marketing Coordinator

JOSH BADCIONGMarketing and IT Systems Specialist

MARISSA YONTZ Graphic Designer

MEGAN WEHKINGMarketing Intern

RESOURCES

Email us at [email protected]!

spring into home ownership - inlanta mortgagetop of mind e-mails: educate first time homebuyers on...

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