Post on 08-Apr-2016
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CORP. NMLS#167441 1For business and professional use only. Not for Consumer Distribution.
Intro to MarketingJeff Kantor, Marketing Coordinator
CORP. NMLS#167441 2For business and professional use only. Not for Consumer Distribution.
• Meet the Team
• Marketing Services
• Creative Services
• The Online Store
• Digital Marketing
• Lead Programs
• Direct Mail
• Velocify
• Loyalty Marketing Systems
• Marketing Policies
• Support
Agenda
CORP. NMLS#167441 3For business and professional use only. Not for Consumer Distribution.
THE TEAM
Meet the marketing team – your “entourage”.
CORP. NMLS#167441 4For business and professional use only. Not for Consumer Distribution.
Troy WestAVP, Data Analysis, Department Manager
• What Troy does for you:• Oversees all of Marketing
• Lead generation, direct response marketing, budgeting and performance enhancements
CORP. NMLS#167441 5For business and professional use only. Not for Consumer Distribution.
Carolyn YoungMarketing Creative Manager, Sr. Digital Producer & PM
• What Carolyn does for you:• Oversees and manage all
creative and digital marketing services
• Public facing website management
• Content, layouts, updates
CORP. NMLS#167441 6For business and professional use only. Not for Consumer Distribution.
Amanda GoldbergCreative Project Manager
• What Amanda does for you:• Graphic designer
• Custom Creative requests
• Tradeshow & Event Support
CORP. NMLS#167441 7For business and professional use only. Not for Consumer Distribution.
Katherine DevillbichotMarketing Program Specialist
• What Katherine does for you:• Lead purchases
• Lead programs
• Direct mail
CORP. NMLS#167441 8For business and professional use only. Not for Consumer Distribution.
Geza RakocziCRM Project Manager & Lead System Administrator
• What Geza does for you:• Lead systems and CRM
optimization
CORP. NMLS#167441 9For business and professional use only. Not for Consumer Distribution.
Jeff KantorMarketing Coordinator
• What Jeff does for you:• Writing, editing & proofing
• Social Media
• Content creation
• Customer service
CORP. NMLS#167441 10For business and professional use only. Not for Consumer Distribution.
Lauren HolbrookDigital Marketing Coordinator
• What Lauren does for you:• Loan Officer website set-up
• Online store management
• Training
• Email marketing
CORP. NMLS#167441 11For business and professional use only. Not for Consumer Distribution.
Ande WestMarketing Intern
• What Ande does for you:• Customer service and support
• Creative marketing support
• Marketing store assistance
• Help desk guru
CORP. NMLS#167441 12For business and professional use only. Not for Consumer Distribution.
CREATIVE SERVICES
The tools to help you grow and succeed.
CORP. NMLS#167441 13For business and professional use only. Not for Consumer Distribution.
Shop.Pmac.com
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The Online Store
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Print & PDF Section
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Easy Navigation
Retail Section
• General
• Purchase
• Refinance
• Jumbo
• USDA
• Veterans
• Recruiting
CORP. NMLS#167441 17For business and professional use only. Not for Consumer Distribution.
Sections help you get to the content you are seeking faster. Flyers, booklets, brochures, hand-outs and more..
Two Options:
• Order a in high quality print
• FREE! Download a single pdf for quick printing – Save to your desktop
Collateral Library
CORP. NMLS#167441 18For business and professional use only. Not for Consumer Distribution.
• Mugs
• Apparel
• Event items
• Pens
• More…
Promotional Products Sections
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• Business Cards
• Photo Business Cards
• Letterhead
• Stationery
• Envelopes
• Note Cards
Stationery Section
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1. Check to see if something comparable already exists.
2. Fill out a creative brief and send to marketing@pmac.com.
3. Approve the time estimate.
4. Proof and approve your draft.
Custom Creative
CORP. NMLS#167441 21For business and professional use only. Not for Consumer Distribution.
Event & Tradeshow Support
What’s available?• Display Booth
• Consumer • Wholesale• Correspondent
• Table Skirt• Apparel• Name Badges• Promotional Products
Important Note: Please give us 2-3 weeks advance notice and we can help make your event a success!
CORP. NMLS#167441 22For business and professional use only. Not for Consumer Distribution.
Event & Tradeshow Support
CORP. NMLS#167441 23For business and professional use only. Not for Consumer Distribution.
DIGITAL & SOCIAL MEDIA
Your online presence – in social and on the web!
CORP. NMLS#167441 24For business and professional use only. Not for Consumer Distribution.
Digital Services
200+Loan Officer &
Branch Websites
Site Updates Coming Soon!
CORP. NMLS#167441 25For business and professional use only. Not for Consumer Distribution.
Your customer can complete a short form on your branch website or loan officer profile page.
• Links to the short form
• Can be imported directly into Encompass pipeline
• Links to basic contact form
• Link to your custom meet the team page
• Link to customer resources & tools
• Highlights PMAC social sites
Note: If you do not have a branch website, please email marketing@pmac.com with the request form to get started.
Branch & LO Website Long Form
CORP. NMLS#167441 26For business and professional use only. Not for Consumer Distribution.
Social Media
• Social Media Policy• 1-on-1 Consultations• Social Media Mondays
8,617
3,404
1,453
Additional, step-by-step training available on the
Intranet!
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• Interact with your clients, realtors and other followers!
• Post photos, articles and other content
• Become a thought leader in the mortgage industry
• Include contact information, reviews and more!
• Want to join? Visit facebook.com/business to sign-up!
CORP. NMLS#167441 28For business and professional use only. Not for Consumer Distribution.
Zillow
• Be available to your clients and network with realtors in the industry
• Site directly related to mortgages and real estate
• Great place for customer reviews
• Professional profile and secondary source for contact information
• Interested? Go to zillow.com and click “join” to set-up an account!
CORP. NMLS#167441 29For business and professional use only. Not for Consumer Distribution.
Social Media Mondays
• Keep your social media skills sharp with our weekly tips
• Topics include LinkedIn, Facebook, Online Reviews, tips, and more!
CORP. NMLS#167441 30For business and professional use only. Not for Consumer Distribution.
Make the phone ring with these great lead programs.
LEAD PROGRAMS
CORP. NMLS#167441 31For business and professional use only. Not for Consumer Distribution.
Send out prescreened credit offers for purchase or refinance.
Direct Mail
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VelocifyOverview• Automated/Triggered
emails
• Nurture campaigns
• Calendar tool
• Export to Encompass
• Questions? Email marketing@pmac.com
CORP. NMLS#167441 33For business and professional use only. Not for Consumer Distribution.
VelocifyUser Settings
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VelocifyEmail Signature
CORP. NMLS#167441 35For business and professional use only. Not for Consumer Distribution.
VelocifyEmails
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Building your brand and growing your relationships.
LOYALTY MARKETING SYSTEM
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Constant Contact Email Marketing
• Send product offerings and updates to your brokers!
• Emails are sent 3-4 times each week to your databases
• Automated system with your personal contact information
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Getting Started
1. Email marketing@pmac.com and let us know you’re interested
2. Fill out the Constant Contact Partner Database spreadsheet we provide
and send it back
3. A marketing team member will respond as soon as your information has
been added to our system
CORP. NMLS#167441 39For business and professional use only. Not for Consumer Distribution.
Automated Emails
• Borrower & Co-Borrower Birthday
• Partner Birthday
Automated Newsletters
• Home Edition
• Agent Edition
• Economic Commentary
Automated Postcards
• Semi-Annual Loan Review
• Payment Strategy Report
• Birthday Postcards
• Post-Close Thank You
Mortgage Returns Automations
Only $50/month(payroll deducted)
CORP. NMLS#167441 40For business and professional use only. Not for Consumer Distribution.
• Loan Officer Recruitment Campaign (4 Steps over 5 Weeks)
• Post-Close Purchase Campaign (5 Steps over 12 Months)
• Real Estate Agent Campaign (4 Steps over 7 Weeks)
• Realtor Social Media Tips (5 Steps Over 5 Weeks)
• Referral Partner Business Tips (4 Steps over 4 Months)
• Referral Partner: I’ve Moved (3 Steps over 4 Months)
• Refinance Campaign with Chart (3 Steps over 3 Weeks)
Mortgage Returns Targeted Campaigns
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• Holiday Emails
• Partner Emails
• Social Media Tips for Realtors
• Business Tips for Partners
• Request for Referral Emails
• Borrower Purchase Emails
• Borrower Refinance Emails
Mortgage Returns Premium Emails
Letters are also available on company
letterhead!
CORP. NMLS#167441 42For business and professional use only. Not for Consumer Distribution.
Mortgage Returns The Hot List
• List of customers you should
contact today and why.
• Records appear based on:
• Market conditions
Current interest rates, new products,
and changes in loan definitions
• Current principal or loan balance
Tracking appreciation of the home
and amortization of the principal
balance to disclosure new loan
opportunities
• Calendar events
Specific loan events and annually
recurring customer events
CORP. NMLS#167441 43For business and professional use only. Not for Consumer Distribution.
Mortgage Returns How to Enroll
1. Send a request to marketing@pmac.com to sign-up.
We will need the following:
• Professional Headshot
• Signature
• Realtor Database
• Past Client Database
2. We will have your account set up.
3. You will receive a Welcome Email from Mortgage Returns with login information.
CORP. NMLS#167441 44For business and professional use only. Not for Consumer Distribution.
POLICIES & PROCEDURESWhat you need to know to stay compliant.
CORP. NMLS#167441 45For business and professional use only. Not for Consumer Distribution.
Policies
• Company name policy
Company name is PMAC for marketing purposes and PMAC Lending Services, Inc. for legal purposes. No other company name may be used; do not combine without express permission from legal and marketing.
• Sub-brand policy
In certain circumstances a sub-brand is permitted but requires marketing, legal, and division approval. Restrictions apply.
• Website policy
Every website must be company provided; use of private individual or branch websites or blogs is not permitted.
• Email policy
Every employee will be issued a company email address and must use this for business communications. No personal accounts can be used for business emails.
• Can-spam policy
Do not send unsolicited emails; only permitted to email with an actual “opt-in” permission, 90 days from inquiry, or within 18 months of loan closing. Use only the approved systems for marketing emails – Turning Point and Leads360.
Note: Please see corporate Policy and Procedure Manual for full policy.
CORP. NMLS#167441 46For business and professional use only. Not for Consumer Distribution.
Policies
• Advertising policy
All marketing and advertising, in any form, must be submitted to marketing for marketing and legal review. This includes websites, blogs, radio, print, email and more.
• Printing policy
Use an approved printing vendor of the company or contact marketing for permission to use your own vendor. Every effort should be made to use the company store for promotional items, printing and stationery.
• Social media policy
You are liable for anything you say online. Attend our legal department’s Social Media Training program for the DO’s and DON’Ts of using social media.
• Federal “do not call” (DNC) policy
Scrub all phone numbers against state and federal DNC lists and maintain a “do not call” list. Notify corporate of any customer who wants added to the DNC list.
• Media relations policy
• Don’t speak with the media on behalf of the company. If you have a media opportunity, contact us to have an official company representative present during the interview.
Note: Please see corporate Policy and Procedure Manual for full policy.
CORP. NMLS#167441 47For business and professional use only. Not for Consumer Distribution.
SUPPORTResources to empower you to succeed.
CORP. NMLS#167441 48For business and professional use only. Not for Consumer Distribution.
• marketing@pmac.com
• Always someone monitoring requests
• Standard business hours
• Quick turn times
Marketing Help Desk