Our marketing team
exists to make you
look good.
1 Customer Relationship Management Software
Our CRM automatically receives information from Encompass allowing you to keep up with your customers and realtor partners throughout the loan process. Videos are sent out automatically as each new milestone is reached.
There is a lot of great content in this CRM
- Open House Fliers
- Single Property Pages
- A Library Full of Marketing Fliers, Social Media Posts and Emails
2 “My Home” Phone App
Communicate with your customers using the manner in which they feel comfortable
Borrowers and partners can securely send loan documents, receive updates via notifications, and even have access to a mortgage calculator. You can also quickly send a pre-qualified letter with a click of a button, any time, anywhere.
3 Borrower Intelligence
Never miss an opportunity to connect with your customer.
Credit Reporter, be there for your borrower at just the right time.
Currently, when someone is denied because of credit, you have to count on them to call you when their credit is better. Our Credit Reporter lets you know when your potential customers have fixed their credit, even sometimes before they know! The credit reporter will also alert you, within 24 hours of their inquiry, when anyone in your database is shopping for a mortgage. With this information you will know exactly who you should call that day!
Rate Look-Out, timing is everything
Our rate look out allows you to pick the target rate for each potential or past customer and then watches the rates to let you know when that perfect moment arrives. Now you can give your customers more value by providing options to improve their financial solution!
Equity Examiner, the best news is good news
This tool notifies you when your borrower has reached a predetermined amount of equity so you can give them the good news! Who knows, they may have financial concerns for which a cash-out refinance could be the solution. This feature also singles out borrowers with large revolving credit debt balances and enough equity to refinance. You can be sure the borrower meets the minimum FICO requirements and has no major issues on their credit report – making your call to them about refinancing their mortgage a no brainer.
Market Detective, if they list it then you should know
Our market detective keeps up with your database and alerts you whenever they list their home, even if they list as for sale by owner. This knowledge gives you the opportunity to pre-qualify them, give them a second opinion on the best loan for them, or recommend a realtor, should their current one not work out.
Market detective also tips you off when you a borrower engages in risk – which can help you dramatically improve your portfolio retention while building trust with your customers. Notifications when there is a charge off, property foreclosure, address change, and other credit inquiries can help you help your customer when they need it most.
4 Auto-Post Customer Reviews
An email is sent to your customer after closing requesting a review on your behalf. A response, based on their rating, is sent in your behalf. If the rating is positive, it can then be shared via social media- we can help you connect the professional pages that you manage!
Bev is very knowledgeable and proficient, she does a great job guiding you through the whole process. I highly recommend her!
I could come into your office. In person is very important to me. Every thing was taken care of on the spot
5 Video Marketing
6 Social Media
7 Marketing Campaigns
Broadcasting the same message across digital, print, and social media keeps us top of mind within our communities. Qualifying customers receive a postcard at their home, an email in their inbox, and boosted social media posts targeted to their areas.
2020 Refinance Marketing Campaign
2020 Purchase Promotion Marketing Campaign
8 Stadium Marketing
Stockton is there for all the big moments in our communities with stadium and outdoor event advertising. Stay top of mind and ahead of the crowd with graphics for football, basketball, and outdoor events.
Football
Basketball
Outdoor
9 Printed Guides & Materials
10 Use Local Resources
Let's try things like, Billboards, Newspapers, Local Events, Geo-Fencing, Local TV, and OTT.
11 Power Point Library
We have power point presentations available for your use and are eager to create marketing materials for your use.
12 Personal Loan Officer Page Header
Driving traffic to your page is half the battle. We provide all the information your customer would want to know on your personalized page.
13 Custom Mortgage Statements
Staying Top of Mind, Post-Closing
Custom mortgage statements featuring your information, so you remain top of mind with customers long after their loan has closed.
14 Open House Flyers
Generate co-branded open house fliers and websites for yourself and your Realtor partner.
Custom mortgage statements featuring your information, so you remain top of mind with customers long after their loan has closed.
15 Intercom and VideoAsk Support
16 President's Circle
Each year, we celebrate you and your successes! Stockton's top producers and select support staff are treated to gifts and an exotic getaway.
President's Circle
17 Annual Sales Summit
Managers and leadership teams assemble to talk annual goals, best practices, sales strategy and more. Sales Summit is an opportunity to pow-wow with our peers and get face time with our execs.
18 More on Stockton Mortgage Marketing
19 Ghost Written Blogs
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20 Image Gallery Testing
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