Mortgage marketing lead generation system

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Mortgage Marketing & Lead Generation System Automate Marketing Campaigns Close More Mortgages

Transcript of Mortgage marketing lead generation system

Page 1: Mortgage marketing lead generation system

Mortgage Marketing &Lead Generation System

Automate Marketing Campaigns

Close More Mortgages

Page 3: Mortgage marketing lead generation system

Aggressive Enforcement

2-17    Misrepresentative Advertising.                  An approved mortgagee may not use misrepresentative advertising.  If a mortgagee determines its branches or employees have engaged in such activity, then mortgagees must take action necessary to ensure that such practices do not occur again. All advertisements must emphasize the name of the company and not the government. See 18 U.S.C.  §709 False advertising or misuse of names to indicate Federal agency and 18 U.S.C. §1017 Government seals wrongfully used.

 A.            Examples.  This list is illustrative and should not be considered all-inclusive. 

•·         Improperly using the name or seal of FHA or HUD to imply that the advertisement is from or is endorsed by FHA or HUD;•·         Improperly advertising on a government type form designed to simulate an official Federal government document; and•·         Stating that the advertisement “will serve as your official MIP account notice”.

 B.            Actions.  When HUD finds advertising abuses by mortgagees, it will take prompt action, as appropriate:

 •·         The Mortgagee Review Board may sanction the mortgagee and/or impose civil money penalties; or•·         A referral may be made to the Department’s Inspector General for its review; or further referral to the Department of Justice which has jurisdiction over criminal prosecution; or a referral may be made to the Federal Trade Commission which has

jurisdiction over deceptive trade practices. 

HUD Mortgagee Handbook 4060.1 RiskExposure

Fines/Sanction

Criminal Charges

Branch Closure

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The Solution is Here…

Mortgage Marketing &Lead Generation System

Generate New Mortgage Leads FAST

Assure Only Qualified Applicants

Capture Phone & Online Responses

Easy Access Results, Leads, Campaigns

Automation gives you POWER!

Page 5: Mortgage marketing lead generation system

Quick SnapshotGenerate New Leads FAST

60 Seconds

Place Order Print & Mail Delivery

24 Hours 2 Days*

* First Class Postage – additional for Standard A Postage

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Quick SnapshotAssure Only Qualified Applicants

Conventional

FHA

VA

FICOScore

Bankruptcy

Trade Lates

Loan AgeLoan SizeGeography

ApartmentCondominium

Single Family HomeManufactured Home

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Quick SnapshotCapture Phone & Online Responses

LGS

www

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Quick SnapshotEasy Access Results, Leads, Campaigns

LGS

MarketingCollateral

Direct MailTemplates

IdentityKit(s)

ResponseRates

DeliveryReports

Direct MailLists

TrainingMaterials

CampaignReports

CallTracking

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Postcards Letters Snap-Packs

Mailing ListsCredit Score Data

Design ServicesTools & Templates

Quick SnapshotProducts & Services

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System Overview

Mortgage Marketing &Lead Generation System

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System OverviewHighlights & Capabilities

Marketing Collateral

Direct Mail Marketing

Other Elements

Channel Management

Marketing Collateral

Direct Mail Marketing

Other Elements

Channel Management

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Marketing CollateralCollateral Libraryportal definedcategories

visual layoutdefine personalization

templatelibrary

user view administrative tools

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Marketing CollateralManaged Personalization

portal definedcategories

controlledpersonalization

production proofreal-time

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Marketing Collateral

Direct Mail Marketing

Other Elements

Channel Management

System OverviewHighlights & Capabilities

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Direct Mail MarketingLoad Mailing Lists

APIclientupload

Acxiom

D & B

Portalcustom

externalportal

custom listrequest

Credit Score Data (Experian, TransUnion, Equifax)

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Direct Mail MarketingManage Mailing Listsdelete export de-dup

merge compare search

Automatically Suppress Do Not Market List

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Direct Mail MarketingLaunch Campaigns

approveproof

submitorder

trackcampaign

selectlist

selectdocument

documentlibrary

portal definedcategories group

corporate

usercustom

sharing/scope

administratoror user loadtemplates

PDFMicrosoft Word

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Direct Mail MarketingLaunch Campaigns

approveproof

submitorder

trackcampaign

selectlist

selectdocument

list manager oruser upload

intelligentinteractivelist mapping

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Direct Mail MarketingLaunch Campaigns

approveproof

submitorder

trackcampaign

selectlist

selectdocument

selectlist

native Wordmail-merge

real-timeproductionproof (PDF)

view imageopen PDFemail PDF

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Direct Mail MarketingLaunch Campaigns

approveproof

submitorder

trackcampaign

selectlist

selectdocument

mailingschedule

mailingoptions

paymentreceipt

sales ordercorporate accountpromo codesco-op funds

electronic

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Direct Mail MarketingLaunch Campaigns

approveproof

submitorder

trackcampaign

selectlist

selectdocument

production tracking

processed -> printed -> mailed

intelligent mailbarcode

deliveryreports

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Marketing Collateral

Direct Mail Marketing

Other Elements

Channel Management

System OverviewHighlights & Capabilities

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• Advertising guidelines

• Training videos

• Logo items

• Seminars

• Plus…

Automate ANY Marketing Program!

Other Elements

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Marketing Collateral

Direct Mail Marketing

Other Elements

Channel Management

System OverviewHighlights & Capabilities

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Channel ManagementCapture Responses

System Capture (Push Leads to CRM)

LeadTracker

PURL’s

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Channel ManagementReal-time Reports

Campaign

Activity

Production

Statistics

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Relax, The Solution is Here…

Mortgage Marketing &Lead Generation System

Generate New Mortgage Leads FAST

Assure Only Qualified Applicants

Capture Responses by Phone & Online

Easy Access Results, Leads, Campaigns

Automation gives you POWER!

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501 4th Street, Suite 741Lake Oswego, OR 97034

888.898.0062 [email protected]

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www.cendix.com

CX

mailinglists

3 rd partylists

responselists

CRM

DMportal

query verify commit fulfillsnap-in

response micro-site

DMresponse

electronic orpack & ship

capturelead

list manager

printmailtrack

controlpanels

automated

Webresponse

(public Internet)

Homeowner

telephoneresponse

intelligent mail

underwrit ing& funding

leadnurtur ing

Mortgage Marketing & Lead Generation System

video survey landing TBD TBD

Loan Officer

PBX

Select FeaturesSubmit Orders- eCommerce- purchase order- corporate accountManage Responses- capture voice responses- PURL’s & micro-sites- track response ratesStore Documents- multiple formats- multiple versions- production/non-productionCreate Documents- custom upload (Word/PDF)- template driven- online editingManage Lists- import, export, sort, de-dup- merge, compare, search- do not mail (master)Purchase Lists- TransUnion- Acxiom/D&B- custom sourcesTrack Product ion- processed- printed- mailedTrack History- order details- production files- duplicate receiptsIntegrate Externally- manufacturing- accounting- CRM

call reporting