Co-Marketing Builder Booklet

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Co-Marketing Platform Amplify your long-term relationships with your clients by partnering with Fidelity Bank Mortgage!



Comprehensive Marketing Platform

At Fidelity Bank Mortgage, we understand that builders face both unique marketing challenges and opportunities. We strive to overcome those challenges and provide supplemental marketing tools to help you take advantage of the opportunities. With the need to establish relationships with both realtors and consumers at the forefront, Fidelity Bank Mortgage offers you an industry-leading comprehensive marketing platform to help you stay top of mind with your clients and industry professionals. It’s a team effort with mutual benefits. The first transaction is only the beginning of our long-term commitment to the homebuyer. Fidelity Bank Mortgage’s marketing platform will help ensure we are successful in meeting this commitment and in generating future opportunity for both of us. Our comprehensive marketing platform includes: traditional mediums, like flyers and postcards; digital email campaigns; and mobile and social media solutions to deliver relevant, real-time, and personalized information. Please consider these tools added value to your partnership with Fidelity Bank Mortgage. We look forward to working with you to build and nurture strong relationships with our clients to last for many years to come.



Total Expert Marketing Platform The Total Expert Marketing Platform is a full-feature client-relationship management system. It enables us to be in complete control of our partnership’s marketing needs on demand. Marketing that Motivates Instant Access Quickly download branded print assets, including postcards, flyers, and brochures. MLS Integration MLS data can be pulled directly into every print marketing asset to populate photos and more. Targeted Distribution Every Door Direct Mail (EDDM) makes targeting clients easy and cost-effective. Total Expert also provides innovative automated systems which simplify communication to both active, prospective, and closed clients. Total Expert Includes: • • • • • • • •

Prospect campaigns Pre-qualified homebuyer campaigns Milestone marketing videos Weekly partner newsletters Co-branded client emails Social media solutions Co-branded flyers and postcards Co-branded guide to buying a home


30 Day Prospect Campaign The campaign captures the attention of prospective clients with informative, fun, and catchy emails to keep them engaged as they begin the home buying process. This campaign can be automatically sent to all clients in “Lead” status. This digital campaign includes multiple touch points throughout a 1 month period. • • • • • •

Love the new home you visited? A guide to the mortgage loan process The benefits of buying new construction How much home can you afford? Mortgage do’s and don’ts Interest Rate lock-in


Partner Flyer and Email Fidelity Bank Mortgage is proud and excited to work together to bring clients home.

Why ABC Builder has partnered with Fidelity Bank Mortgage Don’t miss your chance to purchase the home of your dreams. Priority Status: All ABC Builder buyers receive priority attention. How? Your loan application is taken out of the line and sent directly to the team focused on the ABC Builder account. Results? A better loan package, sooner.

Contact us today for more information!

Local Processing: Fidelity Bank Mortgage services over 90% of its own loans. What does that mean? Our team works in the same office, face-to-face, with those who process, underwrite and close your loan. The more in sync your team, the better the results. Extended Lock and Float Down: Fidelity Bank Mortgage allows the borrower to take advantage of a fall in interest rates during the lock period. Ask your loan officer for details.

LionBank.com/Mortgage

Loans subject to normal credit approval criteria. Certain program restrictions may apply.


Open House Flyer Template One of the best ways to showcase extraordinary homes are through beautiful Open House Flyers. Your custom Open House Flyer templates allow you to choose the listings and edit the photos and descriptions to create a flyer that speaks for itself.

167 Newbury Lane, Deatsville, AL 36022 Offered at: $295,000

About the Property If you are looking to be away from the big city but still want the convenience, here it is! This gorgeous, well appointed home offers some of the finest construction in the area. Four bedroom, two and a half bath tucked into 2535 sq. feet with absolutely no detail spared. A chef style kitchen featuring custom cabinetry, shaker style cabinets, granit counters and tile backsplash with top of the line appliances

are just an added feature to this amazing home. Open concept floor plan with living, dining, kitchen, and breakfast area make this the ideal home for the larger family or the person who enjoys entertaining.

Jenni Floyd

Marketing Coordinator, NMLS #000000 404-240-1544 office 404-240-1544 cell 404-240-1544 fax jenni.floyd@lionbank.com www.lionbank.com/mortgage 3490 Piedmont Road NE, Suite 420 Atlanta, Georgia 30305

Loans subject to normal credit approval criteria. Certain program restrictions may apply.

Jonathan Realtor Agent

444-444-4444 oďŹƒce 444-444-4444 cell 444-444-4444 fax jonathan.realtor@example.com totalexpert.com 123 Main Street Any Town, MN 55555


Payment Scenario Templates Fidelity Bank Mortgage offers you custom Payment Scenario Templates to showcase your inventory homes and select models with payment options. Easily choose your MLS listing, down payment, and program options at the click of a button. Your flyer will be created in minutes.

167 Newbury Lane, Deatsville, AL 36022 Offered at: $295,000 If you are looking to be away from the big city but still want the convenience, here it is! This gorgeous, well appointed home

offers some of the finest construction in the area. Four bedroom, two and a half bath tucked into 2535 sq. feet with absolutely no detail spared. A chef style kitchen featuring custom cabinetry, shaker style cabinets, granit counters and tile backsplash with top of the line appliances are just an added feature to this amazing home. Open concept floor plan with living,

dining, kitchen, and breakfast area make this the ideal home for the larger family or the person who enjoys entertaining. Conforming 30 Year Fixed

Conforming 15 Year Fixed

Conforming 10 Year Fixed

Purchase Price

$295,000

$295,000

$295,000

Down Payment

$59,000 (20%)

$59,000 (20%)

$59,000 (20%)

Total Loan Amount

$236,000

$236,000

$236,000

Interest Rate

4.500%

3.875%

3.875%

Annual Percentage Rate (APR)

4.667%

4.158%

4.283%

Principal & Interest Payment

$1,195.78

$1,730.92

$2,375.39

Estimated Property Tax (Monthly)

$200

$0.00

$0.00

Estimated Insurance

$

$0

$0

Association Dues

$

$0

$0

*Estimated Monthly Payment

$1,395.78

$1,730.92

$2,375.39

167 Newbury Lane, Deatsville, AL 36022 Offered at: $295,000

APR=Annual Percentage Rate. Terms of Monthly Repayment: Conforming 30 Year Fixed ($1,195.78): 360 payments of $1,195.78 at 4.500 (4.667% APR). Conforming 15 Year Fixed ($1,730.92): 180 payments of $1,730.92 at 3.875 (4.158% APR). Conforming 10 Year Fixed ($2,375.39): 120 payments of $2,375.39 at 3.875 (4.283% APR). Rates as of: 06/27/18. These products and interest rates are subject to change at any time due to changing market considerations. Actual rates available to you may vary based upon a number of factors. *Payments noted are monthly and are estimated and as a result, your actual monthly payments may be higher.

Jenni Floyd

Marketing Coordinator, NMLS #000000 404-240-1544 office 404-240-1544 cell 404-240-1544 fax jenni.floyd@lionbank.com www.lionbank.com/mortgage 3490 Piedmont Road NE, Suite 420 Atlanta, Georgia 30305

Jonathan Realtor Agent

444-444-4444 oďŹƒce 444-444-4444 cell 444-444-4444 fax jonathan.realtor@example.com totalexpert.com 123 Main Street Any Town, MN 55555

Conforming 30 Year Fixed

Conforming 15 Year Fixed

Conforming 10 Year Fixed

Purchase Price

$295,000

$295,000

$295,000

Down Payment

$59,000 (20%)

$59,000 (20%)

$59,000 (20%)

Loans subject to normal credit approval criteria. Certain program restrictions may apply.Total

Loan Amount

$236,000

$236,000

$236,000

Interest Rate

4.500%

3.875%

3.875%

Annual Percentage Rate (APR)

4.667%

4.158%

4.283%

Principal & Interest Payment

$1,195.78

$1,730.92

$2,375.39

Estimated Property Tax (Monthly)

$200

$0.00

$0.00

Estimated Insurance

$

$0

$0

Association Dues

$

$0

$0

*Estimated Monthly Payment

$1,395.78

$1,730.92

$2,375.39

APR=Annual Percentage Rate. Terms of Monthly Repayment: Conforming 30 Year Fixed ($1,195.78): 360 payments of $1,195.78 at 4.500 (4.667% APR). Conforming 15 Year Fixed ($1,730.92): 180 payments of $1,730.92 at 3.875 (4.158% APR). Conforming 10 Year Fixed ($2,375.39): 120 payments of $2,375.39 at 3.875 (4.283% APR). Rates as of: 06/27/18. These products and interest rates are subject to change at any time due to changing market considerations. Actual rates available to you may vary based upon a number of factors. *Payments noted are monthly and are estimated and as a result, your actual monthly payments may be higher.

Jenni Floyd

Marketing Coordinator, NMLS #000000 404-240-1544 office 404-240-1544 cell 404-240-1544 fax jenni.floyd@lionbank.com www.lionbank.com/mortgage 3490 Piedmont Road NE, Suite 420 Atlanta, Georgia 30305

Jonathan Realtor Agent

444-444-4444 oďŹƒce 444-444-4444 cell 444-444-4444 fax jonathan.realtor@example.com totalexpert.com 123 Main Street Any Town, MN 55555

Loans subject to normal credit approval criteria. Certain program restrictions may apply.


Social Media The challenge that exists in using social media for business purposes is that it takes time—lots of it. Given the challenges that come with managing all of the forms of social media, Fidelity Bank Mortgage has simplified it for you. Fidelity Bank Mortgage offers a platform that allows you to spend 15–30 minutes one day a week and post across all of your social media profiles at once. Through this platform, you can do the following: • Access our wide variety of content. • Schedule posts throughout the week. • Link your social media profiles and post across all of them at the same time. Our platform supports Facebook, LinkedIn, and Twitter pages. • Generate your own custom posts and schedule them across all of your profiles with a few easy clicks.


Postcards

Just Listed

Use postcards to highlight a new model home, standing inventory, or a new community! Target existing contacts or new ones through Every Door Direct Mail.

167 Newbury Lane, Deatsville, AL 36022

Contact us today to learn more about how we can help you through your selling process! Jenni Floyd

Marketing Coordinator, NMLS #000000 404-240-1544 office 404-240-1544 cell 404-240-1544 fax jenni.floyd@lionbank.com www.lionbank.com/mortgage 3490 Piedmont Road NE, Suite 420 Atlanta, Georgia 30305

*Loans subject to normal credit approval criteria. Certain program restrictions may apply.

Just Sold!

167 Newbury Lane, Deatsville, AL 36022


Lead Capture Apps As a Co-Marketing Partner, you will have access to 7 different Lead Capture Apps. These apps solve one of your biggest challenges by assuring lead capture and automated follow-up communication. Our templates range from event and open house registration, “Why Us� information, First Time Homebuyer specific pages, and more! These are great for Open Houses, CE Classes, Grand Openings, and other events, and they eliminate the need for manual data entry.


Single Property Websites Looking for additional ways to share your communities online? Don’t miss out on opportunities because you don’t have co-branded single property websites for your listings. Deploy beautiful single websites for each of your listings in minutes. These websites link to MLS and include photos of the home, property and home description, address, location tools, a virtual tour, lead capture tool, and “Contact Us” form.



Loan Milestone Marketing Fidelity Bank Mortgage has created 6 highly customized and dynamic email and video options that are sent at specific milestones throughout the loan process to educate the homebuyer on what is involved with each particular step. You will be copied on all communication to stay up-to-date on your clients’ loan progress.

Application Received

Processing

Underwriting

Conditional Approval

Clear to Close

Closed


Partnership Newsletters Fidelity Bank Mortgage offers you the best and most timely information about our business through our email newsletters. These communication pieces highlight what is happening in the market, what is hot in the industry, and our weekly rates. Market Snapshot

Expert Update

Our monthly newsletter “Market Snapshot” provides useful information on any developments in the mortgage industry and housing market, as well as helpful sales tips and announcements about the newest products on the market.

“Expert Update” is a quick-read email sent on Fridays updating you on the week’s news in the housing and financial markets.



Flyers Choose from our library of marketing materials to easily and quickly create co-branded flyers. Browse from Program Flyers, Open House Flyers, Announcement Flyers, and more!

Construction-to-Permanent Loan

Helping You Build a Great Foundation for Your Dream Home

Building or renovating a home may be one of the largest projects you do, and choosing the right loan is just as important as choosing the right home. Fidelity Bank Mortgage’s Construction-to-Permanent Loan* can simplify the borrowing process by ensuring you have the funds to build your dream home in one closing. The purchase of your lot, construction, and permanent mortgage financing can be combined in a single loan with the option to lock in a fixed or adjustable rate loan upfront. Benefits of Construction-to-Permanent Loans include:

Contact me today for more information.

• Loan amount up to $2,000,000 for a primary residence • Second or vacation home loan amount up to $2,000,000 • Converts to a permanent mortgage when construction is complete • Pay closing costs once with our one-time closing • 9 and 12 Month construction phase with interest-only payments • Fixed Rate and 5/1 or 7/1 ARM1 Loans available • A great option for a Jumbo Renovation Loan

LionBank.com/Mortgage *Loans subject to normal credit approval criteria. Additional program restrictions may apply. 1 ARM = Adjustable Rate Mortgage.

Jenni Floyd

Marketing Coordinator, NMLS #000000 404-240-1544 office 404-240-1544 cell 404-240-1544 fax jenni.floyd@lionbank.com www.lionbank.com/mortgage 3490 Piedmont Road NE, Suite 420 Atlanta, Georgia 30305


Working Together to Bring More People Home Our goal is to support you in both expanding and enhancing your marketing efforts. With our innovative tools, we can work together to provide a better consumer experience throughout the homebuying process. As your clients become our clients, we become a team with one goal: to provide an experience that ensures each homebuyer will continue to choose us moving forward. If you are interested in taking advantage of these available options, please contact your Loan Officer today to get started!


LionBank.com/Mortgage

Loans subject to normal credit approval criteria. Certain program restrictions may apply. Rev. 10.11.2018


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