Today's Presenters
Tim Wagner
— Chief Marketing Officer —
Karissa Rhoads
— Marketing Manager —
Eric Capehart
— Director Of Digital Mortgage —
Andrew Haberman
— Digital Marketing Manager —
Menu
Monthly Marketing Updates
Welcome To Our Monthly Marketing Deep Dive!
— August 2021 —
We Got Ya Covered!
Jessica
General Coverage/ Utah
Kennedy
Idaho/ Salem/ Modesto
Dedra
Colorado
Rylie
Texas
Ben The Builder
Easy Template Control
- Templates that can be customized to the LO
- Edited to fit delivery on social
- Can be paired with builder data
- Zonda Consultant Nicollette can coach to this data
All About Content
I Am Campaign
Play Video
Puppet Campaign
Play Video
Taking Advantage of Digital
1,000+
ADDITIONAL AVERAGE VIEWS PER MONTH
REVIEWS BLITZ
— Establish Trust and Credibility —
- 5-star reviews are redistributed as animated motion graphics
- Top reviews automatically pulled and published for you
- 1-3 animated reviews posted each week on your social accounts
SOCIAL BLITZ
— Social Media on Auto-Pilot —
- 5-star reviews are redistributed as animated motion graphics
- Top reviews automatically pulled and published for you
- 1-3 animated reviews posted each week on your social accounts
Video Templates
— Scale Your Video Content —
- Get weekly marketing videos customized with your headshot / contact info!
re:ENGAGE
Hyper-Targeted,
Local Advertising
- Grow repeat and referral business
- Targeted, local advertising to past clients and referral partners from your database
- Increase referrals/solidify partner relationships
ENGAGE
Prospective, Local
Community Advertising
- Targeted, local advertising to prospective clients and potential referral partners in your community
- Grow your personal brand in your local community
- Increase referrals/solidify partner relationships
4,000+
ADDITIONAL VIEWS PER MONTH
Wait... Live Events?!
Bring the community to you!
- Get more face-to-face interactions with Realtors® and local community members?
- Give us the details for your next event and we’ll promote it with targeted social ads to collect RSVPs in your local community!
- Works great for Grand Openings, Grand reopenings, and Agent events.
- Our last branch Grand Opening promotion brought 11,000+ local community views, 217 RSVPs, 71 Eventbrite tickets and 75+ attendees
Tech Talk
S1 Connect
— Processor, LOA, and TC profiles live —
Processors will be assigned
based on file contacts
- LOAs and OTCs will need to communicate which LOs they are tied to
- Since change of VOA VOIE flow, average success has increased from ~49% to ~69%
Coming Soon
— To The S1 Connect App —
- Chat function is coming
- 15 pilot users will be providing feedback and use-cases over the next 2-4 weeks.
- Automated Task and Application completion reminders will begin August 19
- Borrower One-Off eSign Documents coming within the next month
- Spanish toggle for intake page of S1 Connect coming within the next month
Move Some Product!
Move-Ready Heloc Video
— with Chase Majerus —
Play Video
39
APPROVALS
- 12 have reached Closing
LIVE IN
- Georgia
- Missouri
- Nevada
- New Mexico
- Idaho
- Oregon
- Arizona
- California
- Colorado
- Florida
- Illinois
MOVE-READY
— HELOC LIVE —
- 80% initial draw with 20% draw available for move expenses
(one-time fee)
APPLICANT
— FLOW —
- Collect applicant stated confirmation of a property listed for sale on the registration page
- If the property is listed, underwrite applicant the same way we do today to determine the max loan amount that will become the total credit line for the bridge loan
- On product select page, present applicant with:
• total line of credit line (equivalent to max cash amount for regular HELOC)
• initial disbursement of 80% of the credit line (rather than 100% of the credit line in regular HELOC) - One-time origination fee of 3% of the initial disbursement
- The applicant will initially owe their disbursement + their origination fee, financed over the term selected
- They will be able to draw later upon the remainder of the credit line (total line of credit less initial disbursement and o-fee), with the same draw structure as regular HELOC
