Mortgage Marketing

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The main goal of all marketing is to generate leads that turn into sales. But not all leads are the same. The best leads are referrals from customers and referral partners, such as Realtors. The close ratio for referrals can be as high as 95%. Mortgage Quest contains many proven automated marketing strategies designed to help you easily increase sales from referrals and close more prospects.


prospect_marketing Prospect Marketing

Do you want to beat 75% of your competition? Surveys show that 70%-80% of sales are made after 5-10 contacts. But 50% of sales professionals never follow up and 25% stop after the second contact.

Mortgage Quest helps you stay in contact with prospects looking to refinance or obtain home purchase loans with informative and effective video and regular email. This positions you as a “Trusted Advisor” and convinces your prospects to select you as their loan professional. Mortgage Quest’s prospect campaigns are automated so you can continually stay in contact with all your leads easily–“Set It and Forget It”.

 customer_loyalty_marketing Past Client Marketing

Do you consistently stay in contact with your past customers and all people involved in the loan transaction, such as Realtors, builders, escrow agents and attorneys? These people can provide you with a wealth of sales from referrals and repeat business. Most loan officers don’t stay in contact after the sale because they don’t have time and it’s difficult to do manually.

Mortgage Quest has an easy system that sends email to everyone involved with the loan for up to 12 months. Mortgage Quest also helps you stay in front of past customers with newsletters, birthday, and holiday ecards. This strategy increases sales 20-30% per year from referrals from past customers and Realtors!


relationship_marketing Relationship Marketing

This marketing strategy builds business relationships with other professionals who can refer customers to you, such as Realtors, CPA’s, and financial planners. One of the best ways to market to other professionals is to send them valuable and informative newsletters. Mortgage Quest emails your referral partners a weekly Real Estate Report. The system also sends holiday ecards throughout the year.

database_marketing Database Marketing

Your database of past customers contains invaluable information. As marketing conditions change, Mortgage Quest can search your past customers based on any field, such as interest rate, loan amount, loan program, or close date and find high value prospects. For example, as interest rates rise, you can search for past clients who may benefit by refinancing to a fixed rate loan.


loan_status Loan Status Communication

An important way to build customer loyalty and enhance your professionalism is to communicate loan status to everyone involved with loans in process. This not only impresses your clients, it reduces phone calls and email requesting loan status. Mortgage Quest sends email to all parties when loan processing milestones and tasks are completed.

Mortgage Quest triggers milestone email based on loan status information imported from Encompass, Calyx and other loan origination programs. This level of automation makes it very quick and easy to keep everyone informed of the loan status or when other key events occur.

Mortgage Quest’s checklist system can also be used to track loan processing tasks and trigger status email to everyone involved with the loan.

relationship_cobranding Realtor Cobranding

Increase your referrals from Realtors by including the Realtor’s photo and contact information on all email, newsletters and ecards sent to prospects they refer. Your Realtor partners love it because you are helping them increase their business through referrals. You love it because it encourages referrals from Realtors and it’s easy with Mortgage Quest.

referral_tracking Referral Tracking

One of the best ways to encourage future referrals is to track who is giving you the most referrals and formally thank them. Referral tracking reports help you identify your best referral partners. You can also track people you refer to other sales professionals, such as Realtors, insurance agents, and financial planners.

 


marketing_content Marketing Content

  • Marketing Drip campaigns
  • Mortgage Industry News
  • Pre-made Mortgage Video Email
  • Digital Newsletters
  • Print Newsletters
  • Print Letters
  • Postcards
  • Post to Social Media

Integration Integration

Many loan professionals have data in various places, such as loan origination systems, email systems, Outlook and Excel spreadsheets. Mortgage Quest’s intelligent importing features bring information from these different sources into one centralized database. A special feature imports Realtor information involved with loans in process. Mortgage Quest also has a special tool to eliminate duplicates.

Market Focus imports all your data for you, including:

  • LOS systems, Encompass, Calyx, Byte, LenderQB
  • Leads from mortgage websites and landing pages
  • Leads from any providers, such as Zillow, Realtor.com, BestRateReferrals, Loansifter, Leadpoint and others.
  • Fannie Mae 3.2 files
  • Excel and CSV files