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The Loan Officer's Practical Guide to Marketing
ISBN -
0-9718205-1-1
A complement to the Loan Officer's Practical Guide to Residential
Finance - you know how to make a mortgage loan, how do you go to get
one? This product teaches you how to understand the needs of your
customer or referral source - and then solve them. For each
situation, there are materials and tools for addressing
solutions.
The reader learns the basic job of a loan officer from the sales
perspective. Understanding the primary sources for business, the new
lender is initiated into the process of identifying a territory and the
markets within that territory. Based on this analysis the loan officer
proceeds to learn how to market to referral sources - real estate agents,
homebuilders, attorneys, financial planners/accountants, and other lenders
as well as a multitude of sources we call secondary referral sources. Each
business source requires its own approach and a campaign for each referral
source type is identified, including ready to use sample letters in Word
format. Mail Merge instructions are included to help the loan officer
create their own individualized, custom mass-mailings.
Other marketing tools included Open House Spreadsheets in
Excel, Rate sheets, Application Kits, Forms for
Complete Applications, Marketing Promotion,
Templates and instructions for the
Loan Officers' Web Page which can be made and HOSTED for FREE* (if you
have internet access). We incorporate instructions for using
contact management software, such as Outlook, ACT or
Producers Edge.
Similar, but less robust, products are available for nearly 5 times the
cost. All of our products are designed to give the highest
possible value.
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The Loan Officer's Practical Guide to Residential Finance
The Practical Guide to Loan Processing
The Loan Officer's Practical Guide to Marketing with Tools
The Loan Officer's Practical Guide to Compliance
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