marketing strategies for chris carter market focus, inc strategies webinar sl… · email marketing...

Marketing Strategies for 2014

Chris CarterMarket Focus, Inc

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Market Focus, Inc.

First to Develop Custom CRM for the Mortgage Industry in 1992

20,000 Clients in U.S., Canada, Australia, New Zealand

Automated Marketing Strategies High Quality Marketing Content System Integration with MS Office,

Encompass, Calyx, etc Expansion to Real Estate, Insurance and

Sales Professionals




PC

Access Anywhere

Internet WebDesk

iPad, iPhone, Others

Mac Local Printer

OfficeHomeOn the Road

SingleTeamMulti-User




Bundled Services

OriginationPro Newsletter and Email Library

Digital Ecards

Realtor Cobranding

Loan Processing Milestone Communication

Email Marketing System

Complete Market Focus Letter and Email Library




OriginationPro Marketing SystemDave Hershman – Industry Expert and Author

• Weekly Real Estate News & Economic Commentary• Market Reports Without Complex Charts• Timely Responses to Industry and Market Changes• Sales Advice for Your Referral Partners• Real Estate and Mortgage Finance Articles• 200 Email Targets Realtors, Prospects, Past Customers

and others

Marketing Topics

• Business Planning• Finance• Home Ownership• Marketing Tips

• Motivational• Past Customer• Real Estate Sales• Real Estate Listing

• Recruiting• Referral• Refinance• Sales Techniques




• Economic Commentary• Interest Rate Overview• Real Estate News• Customized to Loan

Officer

• New Add-on Service Coming




Market Focus Marketing System600 Letters and Email

• Designed to Build Long-Lasting Business Relationships and Generate Referrals

• Installed into Drip Marketing Campaigns• Can be Edited Using Microsoft Word• Has Digitized Photo and Scanned Signature• E-mail Header and Signatures can be Customized

Marketing Topics

• Prospect Refinance• Prospect Purchase• Past Customers• Loan Processing

• Realtor Approach• Credit Repair• First Time Buyer• Home Ownership

• Alternate Referral• Referral Thank• FSBO• Special Interest




Market Focus Ecards

• Holiday & Seasonal • Birthday• Referral Thank You• Referral Request• Business Thank You• Wedding Anniversary • Mortgage Specific




Holiday Ecard




July 4th Ecard




Halloween Ecard




Birthday Ecard




Veterans Day




Realtor Cobranding

• Increases Realtor Referrals• Adds Value to Your Realtor Relationships• Stays in Contact with Prospects for 2 ½ Months• Stays in Contact with Past Clients for 5 Years• Free Realtor Cobranding Powerpoint Presentation




Loan Status Communication

• Enhances Communication with Everyone Involved• Reduces Phone Calls and Email About Status• Increases Customer Satisfaction• Enhances Professionalism• Co-Branded with Realtors• Customizable to Trigger Email on Import or within

MQ




Loan Status Communication

Custom 1Custom 2Custom 3




In Touch Today Newsletter

Consumer OrientedCreated Monthly Branded to Agent Interactive Links Very Visual




Automated Email Service-Done For You

Daily Birthday E-Cards For YouWeekly OriginationPro Newsletter For YouMonthly Holiday or Season E-Cards For YouMonthly In Touch Today Newsletter (New)




Email Service Report




Video Email Service – Add On Service

More Powerful than Text Easier to CreateMore Personal Builds More TrustConnects Better with Clients Fastest Growing Segment on the Internet

Integrated Into Mortgage Quest Added to Newsletters, Ecards, and Custom EmailCreate Video Email Drip CampaignsCreate Video Library for Easy AccessOutlook Plugin Makes it Super Easy to Record and

Send On Demand




CoVideo Template




InfoHounds Customer Retention – Add On

Upload Mailing Addresses of Past Customers InfoHounds Notifies You When They List Their

Homes for Sale

Leads are Imported Directly into Mortgage Quest

Drip Campaigns Designed for InfoHoundsLeads

Lead Management Dashboard and Reporting

Special Pricing for Mortgage Quest Users




InfoHounds Report Example




Neighborhood Sales Report – Add On

Upload Mailing Addresses of Past CustomersGenerates Sales Activity Data in Their

Neighborhood Sent Automatically Monthly

Cobranded Single Embedded in Newsletter

Includes Google Maps and Listing InformationMakes Every Email Unique to Client




Email MarketingSendGrid Email Service – High Deliverability

Dedicated Email Service (SPF,DKIM Certificates)Unlimited Email Email Statistics List Management (Opt-Outs, Bounces, Blocks, Invalid)

Updates Database Automatically

Email Characteristics

Send HTML Email from Anywhere Email is Sent Individually and Shows in InBox (No

Distribution Lists) Send Attachments Send Using Loan Officer’s Email AddressNo “Sent on Behalf of” Messages Send Broadcast Email to Your Entire Database or

Specific Groups of People




Mortgage Quest Internet WebDesk

It Costs Only $65/Month and includes:

Complete Email and Letter Library—Over 800 Digital Newsletter from OriginationProDigital E-CardsMicrosoft Office 2010Realtor Cobranding Module Sendgrid Email Service (10,000 email per month)

No Set Up Fee (Normally $195)Month to MonthUnlimited Training and SupportData Conversion and Import Service

Contact: [email protected] 858-586-1224Group Demos Available


mailto:[email protected]



Webinar Special Offer

Prepaid for One Year for $600 (2 Months Free) Free Data Importing 10 Day Covideo Trial

858-586-1224 or email [email protected]







Mortgage Quest Add On Pricing

In Touch Today Newsletter ($25/Month—Normally $95/Month)Covideo Video Email Service ($25/Month—Normally

$49/Month) InfoHounds Listing Service

$29 - 250 Addresses (Normally $39) $39 - 500 Addresses (Normally $59) $59 - 1000 Addresses (Normally $99)

InfoHounds Neighborhood Sales Report $25 – 250 Addresses $45 – 500 Addresses $75 – 1000 Addresses






Market Focus Standalone Services – no CRMA La Carte

Covideo Video Email Service - $49 per month InfoHounds Listing Service Notification

$39 - 250 Addresses $59 - 500 Addresses $99 - 1000 Addresses

InfoHounds Neighborhood Sales Report Email Service (includes Daily Birthday and Monthly E-Card service) $39 – 250 Addresses $59 – 500 Addresses $99 – 1000 Addresses

Newsletter and Ecard Service ($49 per Month) In Touch Today Newsletter – Coming HomeDaily Birthday E-CardsMonthly Holiday & Seasonal E-CardsUp to 5000 Email per month






marketing strategies for chris carter market focus, inc strategies webinar sl… · email marketing...

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