THE MORTGAGE MARKET GUiDE - Membership Information

Mortgage Market Guide - Members Only - CONTACT! Marketing Pack

FAQ

Member Comments

You know that a referral based practice is one of the most successful, time efficient ways to guarantee future success in the origination business. But as with any other business, it requires the right tools and skills in order to successfully begin, grow, and maintain the relationships that will guarantee that future success. CONTACT! provides the methods and processes that will help to add extraordinary value to each contact and transaction... in order to both maximize your time and profits, and to set the stage to ask for and expect to get repeat business and ongoing referrals - ensuring your business into the future.

For prospects, CONTACT! Marketing Pack includes a series of letters to prospective clients with interesting home financing information, designed to prompt them to call you for more information or a referral to a business partner in your network, increase your recognition, request referrals, and position you as their trusted advisor.

For clients who are just beginning the loan process with you, CONTACT! Marketing Pack provides a series of proactive letters that keep your client and their agents informed during the home loan transaction.

To stay in touch after closing, the CONTACT! Marketing Pack includes content packed letters designed to keep you in front of your past clients and seek additional referrals. These letters also cross market many in your network of business partners such as financial planners, CPA's, attorneys, etc. This section includes post closing surveys for feedback after closing and a letter preparing you to send a copy of the HUD 1 to your client in January.

The CONTACT! Marketing Pack also includes many extras… letters to keep agents informed during and after the loan process; letters to cross market many different types of business partners; letters to help you gain referable leads for your network of relationship partners... PLUS the checklists and approval letters Sue has developed and uses within her own business... PLUS a customizable personal brochure!

The first phase of letters is designed to be used before an actual loan transaction even begins, or at the point of initial client contact. The CONTACT! Market Pack includes a series of letters strategically designed to be appropriate and informative for many different types of home financing. They are also fairly brief, so the client gets a specific piece of knowledge along with your contact information, but is not overwhelmed by too much text. Each letter asks the prospective client to contact you if they would like further information and also asks for referrals. As an additional benefit, several of the letters also talk about specific information that is designed to prompt the client to call you for a referral to a real estate agent, tax professional, financial planner, etc.

The content used during the loan transaction is designed to provide information to your client and real estate agents that will proactively address the questions, concerns and stresses that can arise. As a bonus - it also includes letters to solicit additional business from the seller, assist you in establishing a relationship with the listing agent and provide an opportunity to share your services with other prospects in the client's place of business.

The purchase letter series includes the following:

Thank you letter with some general mortgage reminders to the buyers.
A letter to the seller to solicit their potential business.
A letter to the listing and selling agents to let them know the file is in process.
A midpoint letter to the buyers with a few reminders and a referral to your preferred insurance source.
A pre-closing letter to the buyers to prepare them for closing.
A "Congratulations on Your Closing" letter to the buyer and first payment information.
A client survey soliciting a contact name of a HR contact if you'd like to pursue a corporate plan with their employer.
A follow up letter to both the listing and selling real estate agents.
A letter you will have prepared in advance in order to send the client a copy of their HUD-1 settlement statement in January, right in time for taxes.

The refinance letter series includes the following:

Thank you letter with some general mortgage reminders to the borrowers.
A midpoint letter to the borrowers with a few reminders and a referral to your preferred insurance source.
A pre-closing letter to the borrowers to prepare them for closing.
A congratulations/thank you letter to the borrowers and first payment information.
A client survey soliciting a contact name of a HR contact, if you'd like to pursue a corporate plan with their employer.
A letter you will have prepared in advance in order to send the client a copy of their HUD-1 settlement statement in January, right in time for taxes.

To stay in touch with your clients after a loan has closed, the CONTACT! Marketing Pack includes 24 ready to go letters that are designed to provide your past clients with information on a variety of financial and home related topics, ask for referrals, and encourage your clients to call you for more information or a referral to one of your business partners. The goal is to increase repeat and referral business for you and your business partners and the strategy is to keep your name in front of your database on a consistent basis.

The miscellaneous section of the CONTACT! Marketing Pack includes file checklists, approval letters, pre-approval info sheets plus a personal brochure template that can be used "as is" or further customized if you prefer. PLUS as a special bonus, Sue's own "Consultation Pack" used for her own client consultations.

CONTACT! is a database system that works with ACT!. The Contact! Marketing Pack includes all the valuable letters and forms within CONTACT! In Microsoft Word format, but is not the database software itself, which requires ACT! 6.0 or greater.

For more information on the complete CONTACT! software system, go to www.suewoodardonline.com


	When you become a Mortgage Market GuideSM member, you will be entitled to other valuable services we've arranged at no additional cost to you. These services combined with The Mortgage Market GuideSM will provide you with all the resources you need.

"I am so glad that I subscribed to your service. I am learning more and understanding more about the markets. I believe this has made me a more credible, informed professional. There is not a day that goes by that at some point I say... "thank you Barry" ... for the updates and information that makes my job easier and more fun...

Darla Brunet
GMAC Mortgage

“Thanks for your updates. You're making me money by better managing my pipeline! The Mortgage Market Guide is also giving me an advantage in speaking with my borrowing clients and my affinity partners. I've had financial planners surprised by my (your) analysis. The Mortgage Market Guide's easy to understand presentation is taking these relationships from "me too mortgage company" to exclusive mortgage advisor.

I used your voice mail update with a hard shopping client on locking in. On playing your voice-alert to him over speaker, he said, "OK, just take care of it!" Now when I call him, our conversations are much more amiable and in an advisory capacity. He's not shopping anymore!”

Tony Tylman
Cornerstone Mortgage
San Antonio, TX