PMAC Intro to Marketing

CORP. NMLS#167441 1For business and professional use only. Not for Consumer Distribution.

Intro to MarketingJeff Kantor, Marketing Coordinator


• Meet the Team

• Marketing Services

• Creative Services

• The Online Store

• Digital Marketing

• Lead Programs

• Direct Mail

• Velocify

• Loyalty Marketing Systems

• Marketing Policies

• Support

Agenda


THE TEAM

Meet the marketing team – your “entourage”.


Troy WestAVP, Data Analysis, Department Manager

• What Troy does for you:• Oversees all of Marketing

• Lead generation, direct response marketing, budgeting and performance enhancements


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


Amanda GoldbergCreative Project Manager

• What Amanda does for you:• Graphic designer

• Custom Creative requests

• Tradeshow & Event Support


Katherine DevillbichotMarketing Program Specialist

• What Katherine does for you:• Lead purchases

• Lead programs

• Direct mail


Geza RakocziCRM Project Manager & Lead System Administrator

• What Geza does for you:• Lead systems and CRM

optimization


Jeff KantorMarketing Coordinator

• What Jeff does for you:• Writing, editing & proofing

• Social Media

• Content creation

• Customer service


Lauren HolbrookDigital Marketing Coordinator

• What Lauren does for you:• Loan Officer website set-up

• Online store management

• Training

• Email marketing


Ande WestMarketing Intern

• What Ande does for you:• Customer service and support

• Creative marketing support

• Marketing store assistance

• Help desk guru


CREATIVE SERVICES

The tools to help you grow and succeed.


Shop.Pmac.com


The Online Store


Print & PDF Section


Easy Navigation

Retail Section

• General

• Purchase

• Refinance

• Jumbo

• USDA

• Veterans

• Recruiting


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


• Mugs

• Apparel

• Event items

• Pens

• More…

Promotional Products Sections


• Business Cards

• Photo Business Cards

• Letterhead

• Stationery

• Envelopes

• Note Cards

Stationery Section


1. Check to see if something comparable already exists.

2. Fill out a creative brief and send to [email protected].

3. Approve the time estimate.

4. Proof and approve your draft.

Custom Creative

mailto:[email protected]


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!


Event & Tradeshow Support


DIGITAL & SOCIAL MEDIA

Your online presence – in social and on the web!


Digital Services

200+Loan Officer &

Branch Websites

Site Updates Coming Soon!


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 [email protected] with the request form to get started.

Branch & LO Website Long Form



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!


Facebook

• 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!

https://www.facebook.com/business


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!

http://www.zillow.com/


Social Media Mondays

• Keep your social media skills sharp with our weekly tips

• Topics include LinkedIn, Facebook, Online Reviews, tips, and more!


Make the phone ring with these great lead programs.

LEAD PROGRAMS


Send out prescreened credit offers for purchase or refinance.

Direct Mail


VelocifyOverview• Automated/Triggered

emails

• Nurture campaigns

• Calendar tool

• Export to Encompass

• Questions? Email [email protected]



VelocifyUser Settings


VelocifyEmail Signature


VelocifyEmails


Building your brand and growing your relationships.

LOYALTY MARKETING SYSTEM


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


Getting Started

1. Email [email protected] 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



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)


• 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


• 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!


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


Mortgage Returns How to Enroll

1. Send a request to [email protected] 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.



POLICIES & PROCEDURESWhat you need to know to stay compliant.


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.


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.


SUPPORTResources to empower you to succeed.


• [email protected]

• Always someone monitoring requests

• Standard business hours

• Quick turn times

Marketing Help Desk



Thank you!

Documents

PMAC Intro to Marketing