C O M P A S S M O R T G A G E C A S E S T U D Y

Compass MortgageCase Study

Inspire Marketing Services888.914.1400884 County Line RdBensenville, IL 60106

Inspire is an extension of your marketing team. We execute promotional & print projects.

We have focused on the mortgage industry over the last 8 years and developed a range of tools to streamline your workload.

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Compass Came to Us With Challenges to Overcome

It took 4-6 weeks to get a Loan Officer onboarded with over 60 pieces of literature

The finance team spent hours to track down the realtor payments for co-branded literature, often leaving their Loan Officers to foot the bill

The marketing team was inundated with one-off collateral requests

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Streamlining the Logistical Side of Marketing How integrating with webstores have saved Compass enormous amounts of time

It took 4-6 weeks to get a Loan Officer onboarded with all 60 Pieces of Literature

The finance team spent hours to track down the realtor payments for the co-branded literature

The marketing team was inundated with one-off creative requests

All of the literature was updated within minutes receiving licensing info

None of the orders are processed until the realtor approves the order & fulfills their portion of the payment

Once a piece of collateral design was created, it was put on the store for autonomous use, allowing the creative team to focus on outbound efforts

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This is how we did it.

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Autonomous Item Personalization

Our webstores allow the store admin control over all Loan Officer contact information and NMLS details.

Fields auto-populate on a range of literature, promo swag, and kits for Loan Officers within the organization.

The source(s) from which the data is pulled is located securely on Dropbox, and can be adjusted 24/7 from a smartphone.

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Seamlessly Customizable Relationship Collateral

Users can add data, graphics, and realtor logos manually to provide incredible value, with little effort.

Any contact information the user adds can be required to be reviewed by a store admin, or be sent to production without review.

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Split Payments Within Compliance

In the checkout screen, users have the option to make a split payment.

The user can add an expense contributor by simply typing in the contributor's email & the amount requests to cover the purchase.

If it's a 50/50 split payment, the user can simply click 'Make it an even split'.

The contributor will get an email to finalize the purchase.

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Category-Based Credit Control

Store admins can select which categories the credit then applies to.

Compass uses this for their Compass Bucks program to great effect.

The Compass Bucks rewards program has a compounding effect: they give credits to users who produce well, who in-turn use the credits for marketing collateral to generate more business.

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Easy to UseOur webstores have been (and continue to be) researched &

designed to ensure fast loading times & clean user experiences.

The stores leverage traditional user experience patterns to make sure every user can navigate & operate them with zero training.

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One-Stop Portal Administration

Our portals allow brand admins to have a holistic overview of their marketing efforts, from giving certain users specific priveleges to approving or denying orders—and report on everything.

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Here's a few other things we're helping our partners with.

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Using Closing Kits to Leverage Referrals

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Kitted Experiences for Every Buyer

Listen—not a lot of buyers are going to give your Loan Officer a referral if they get a cookie with a 'Thank You' sticker slapped on it.

At the same time, if you send a branded screwdriver/hammer set to an elderly lady after she closes, it may fall short.

That's where our thematic seasonal kits come in.

We'll brainstorm with your marketing team to find a creative solution that fits within your team's budget.

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Premium Experiences for Premium Clients

Not every loan is created equal, and to ensure the high-end loans convert, Loan Officers need a little boost to make sure their pre-approval gets to the finish line.

Our premium Pre-Approval packaged kits amplify the brand's authority & give the buyer total peace of mind when it comes to their LO.

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Leverage Video to Increase Referral Rates

What's better: a brochure stuffed with important educational material & a business card, or a video of a Loan Officer going over the in's and out's of the post-purchase process, ended with a thank-you message?

We don't need to sell you on the interactivity of video, but marketers have struggled to include video with their tangible collateral—that ends with our video-integrated kits & brochures.

These video/print pieces will wow your sellers & give them a personal touch that's lost on traditional print.

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Events in a Box

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Experiential Event Kits Made Fun & Easy

Make Lunch & Learns, Happy Hour Events, or Open Houses easy for your Sales Team or MSP’s/VAR’s to pull off.

Our partners include in these kits anything from table throws, informational flyers/handouts, napkins, branded cutlery, or games. The key is to make sure the items are relevant to your end-goals.

Here's the best part: we ship everything as a single, complete set with a return shipping label. so whatever is left simply put it back in the box and send it back for restocking.

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Everyone has an ordering preference.Our team can take your order in whatever manner you're comfortable with.

Web Portal

Email

Phone

Zoom/Skype Conference

Face-to-Face

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Great Service By Default

We believe every client should come to expect great service, not be surprised by it.

We call our pillars of customer service the Inspire Bill of Rights.

C O M P A S S M O R T G A G E C A S E S T U D Y

The Inspire Bill of Rights

5 Stage Order Process Acknowlegement Proof Ship Date Confirmed Tracking Number Invoice

24 Hour Response Time

Free Samples

Birthday Program

Idea Guild

Free Product Mockups

Free Brainstorming

Quarterly Business Reports

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C O M P A S S M O R T G A G E C A S E S T U D Y

Thanks!If you have any questions, please feel free to reach out to me!

Darren McAberyDarren@InspireMarketingServices.comP: 630.227.1430 M: 630.788.1380