Marketing Highlights
Marketing Onboarding Experience
Upon your first day at OriginPoint, each loan officer will be assigned and greeted by a dedicated Onboarding Account Manager. Your Onboarding Account Manager (OAM) will be your main point of contact while you find your way around Marketing at OriginPoint. They will be able to act as liaisons between you and other teams in Marketing along with other departments at OriginPoint.
First Week
Your OAM will assist with:
• Formatting your headshot
• Reviewing/optimizing your biography
• Updating social media accounts
After Licensing
Your OAM will help you:
• Order business cards
• Activate your website, application, and mobile app
Beyond Licensing
As a new loan officer, you will need to:
• Submit your New Hire Marketing Survey
• Schedule your Welcome Call with your OAM
• Submit your database for upload in our Permitted Marketing Data Upload form
• Submit your bio and stats for a VP Contact Card
As a new loan officer, you will need to:
• Review Red Arrow Connect (RAC), including: Announcing to your network that you’ve joined OP through email, social media, and postcards
It will take some time to settle in; that’s why your Onboarding Account Manager is here to support all your marketing needs and initiatives for up to 60 days. Your OAM will be available to help learn how to navigate our systems and tools, answer strategy questions, aid in design projects, sponsorships, and more.
As your initial needs wind down, you’ll be introduced to your permanent Account Manager and Events Coordinator— they will serve as your Marketing Team throughout your career here.
• Activate email and general postcard auto-campaigns
• Providing guidance on best practices, locating assets, and troubleshooting issues
• Understand marketing allowances and reimbursement policy
• Learn about our marketing platforms and how to access them: RAC (Basic or Pro), Mortgage Coach, Monitor Base, Yelp, Adwerx, MBS Highway, OPSocial, your Marketing Account Manager, your Events Coordinator, and OriginPoint Store
Marketing Account Managers
At OriginPoint, each loan officer is assigned a designated Marketing Account Manager. Your Marketing Account Manager is the main point of contact to support any and all marketing requests, strategic advertising initiatives or general marketing questions. They also act as the liaison between loan officers and all other teams in Marketing.
How would a Marketing Account Manager help me?
• Assist in finding existing targeted marketing assets
• Develop strategies, ideas, and best practices to build new relationships and
• enhance existing ones with clients and real estate partners
• Assist with Red Arrow Connect (RAC)
• Help facilitate custom marketing assets
• Advise on best practices to utilize marketing budget and maximize the ROI
• Act as a liaison to the entire Marketing Department
• Facilitate reviews and approvals for sponsorship/ads
CRM & Marketing Portal
What is Total Expert?
Total Expert is our CRM and Marketing platform, providing centralized data and multimedia marketing tools to reach your network across all channels and applications. TE's client management and communication features drive growth and build customers for life.
Total Expert Tools and Features:
Email: Pre-approved and customizable email templates that are simple to send out to your database
Direct Mail: Set it and forget it, to stay in-front of leads, clients, and referral partners
Social Media: Pre-approved and customizable posts and videos for all social sites to help you grab attention
Lead Generation: Enjoy eye-catching landing pages that serve as great solutions for open houses and marketing campaigns
Co-Branding: Team up with real estate agents as you co-market on all types of advertising assets
Video Marketing: Send selfie-style or screen recorded videos in email to your contacts for a personal touch
SMS/Text Messaging: Send loan updates to your clients and partners straight to their phones
MLS Integration: Create co-branded open house sites with agents that capture visitor info and help grow your list of hot leads
Pricing Integration: Instantly generate rate sheets and open house flyers in seconds with auto-populated rates, MLS, contact info and more
Trigger Alerts
As a mortgage loan officer, you want to be there for your customers at every stage of their homeownership journey. But it will not happen if you let them slip away. This is why you need MonitorBase, a customer retention tool providing real time alerts when past clients are in the market or eligible to refinance or purchase.
MonitorBase* proactively puts you in front of your borrowers before they move forward with another lender! Loan officers that use this system fund 1 in 31 alerts, whereas those that do not use it funds 1 in 115 alerts.
How Alerts Work
Inquiry: Get an alert within 24 hours of a past client’s credit being pulled by another lender
Predictive: An algorithm predicts when someone is preparing their credit for a new loan
Pre-Mover: Receive alerts when there is a change in MLS status of a property
Migration: Alerts sent when a previously denied borrower’s credit improves to a qualifying level
The Power of Customer Retention
• Increasing customer retention rates by 5% boost profits by 25% to 95%, according to research done by Frederick Reichheld of Bain & Company
• Research by Gartner indicates that 65% of a company’s revenue comes from existing customers
Mortgage Coach
Create home loan strategies and virtual presentations that provide expert loan advice and improve pipeline conversion while increasing your productivity. Joining the Mortgage Coach community will allow you to convert your borrowers more predictably and profitably, and gives you access to great coaching tips from top originators nationally that use the tool.
Benefits of Mortgage Coach*
We’ve integrated Mortgage Coach with our pricing and fee engines so you can seamlessly create Total Cost Analysis reports that educate borrowers on loan options with side-by-side comparisons. Advise your clients like never before with Mortgage Coach’s clear and interactive visuals that include intuitive charts, graphs and even video explanations to further personalize the presentation.
Proactive
Reach out to past borrowers for mortgage reviews and update them on refinance opportunities
Integrated
Connected to Encompass, Optimal Blue, GR Pull Fees, and Total Expert RateWatch
Deploy the latest tech to ensure you never miss key market movements with real-time alerts
Automation
Get alerts when borrowers view the Total Cost Analysis
Digital Advertising and Re-targeting
Adwerx was selected as OriginPoint’s digital advertising platform. The platform provides automated retargeting for all licensed VPs, as well as targeted digital ad campaigns personalized to the loan officer.
What is the objective of digital advertising through Adwerx?
Increase VP production through automation of online advertising
• Increase brand awareness for each individual VP and OriginPoint
• Allow VPs to stay in front of their sphere of infl uence to drive more referrals
• Increase online engagement by ensuring that each person that visits a VP page is followed by that VP’s personal branding ad across mobile devices, Facebook, Instagram and premium websites such as WSJ, NYT, ESPN and BBC
What exactly does the platform provide?
Automated retargeting ads for your personal brand
As soon as someone visits your page, they’ll be automatically retargeted with your ads when visiting other sites or apps.
Target a specific audience Through geotargeting and behavioral activity, we compile an audience that is interested in what you have to say.
Where will my ads be displayed? Analytics and reporting
The Adwerx portal provides a dashboard with the number of impressions and results of each of your ad campaigns.
MBS Highway
MBS Highway is an industry-leading platform that provides loan offi cers with tools and content to help you stay on top of the market, build stronger referral relationships, and build better trust with your customers and prospects. Memberships* provide access to daily market update videos from industry expert Barry Habib, market alerts for the best time to lock, real estate analysis and marketing tools, and access to an evolving library of video scripts and weekly industry newsletters.
5 Benefits:
Daily coaching video and market updates from Barry Habib
• Keeps VPs informed on the latest market trends and insights
• Simplifies what is happening with the market
• Enables VPs to help customers navigate the home buying or refinance process
Presentation Expressway and Social Studio
• VPs can present with ease using PowerPoint slides and video tutorials created by Barry Habib
• New presentations and scripts are uploaded monthly and quarterly
• Ability to easily create social media videos using pre-created scripts and a teleprompter feature
Lock alerts and SMS alerts
• Alerts on when to lock and fl oat
• Re-pricing alerts four times a day – often before lenders initiate re-pricing
• VPs can avoid costly reprices with timely alerts, to better serve their customers
Insider content
• A plethora of proprietary market tools
• –Examples include: The Kiplinger Letter by Knight Kiplinger, By the Number$ by Michael Higley, and Real Estate data and charts
• Access to a shareable weekly newsletter in Total Expert
Financial calculators and toolsA plethora of proprietary market tools
• Various efficient financial calculators and tools are available for a variety of scenarios, helping homebuyers make decisions with confidence
• Easy-to-understand analyses to show potential buyers the value of homeownership
• Snapshot of market conditions and financial opportunity in any MSA, county, or ZIP code
Events and Catering
Events and Broker Opens are a terrific way to build and strengthen relationships that in turn drive sales. They also provide a way to show off your personal side, your style, hobbies, and shared interests with your referral partner network—keeping your name in the forefront of their mind. If they get to know you and like you, they are more likely to refer you and your business.
Events Best Practices
Agent Outreach
An event invitation is a casual reason to reach out to clients and referral partners
Reconnect
Helps you reengage with clients and referral partners that you have not spoken to in some time
Exposure
Keep your name current and at the top of peoples’ minds
Personal Touch
Get to know your network personally, outside of a business transaction
Generate Leads
Consistently grow your database with all of the new relationships built from events
OriginPoint Social
We have a whole team dedicated to boosting your social media engagement with clients and partners—past, present, and future!
Benefits of OriginPoint Social*
• Automated social media posts are published at least 3 times per week on Facebook Business and LinkedIn
• Get access to exclusive new social media content before anyone else
• Increased activity on your social channels and greater visibility amongst your followers
• Great way to engage with millennials and first-time home buyers
Types of Posts
Educational info for customers about the homebuying process
Posts that highlight OriginPoint as a trusted industry leader
Original content from the Resources Page at www.originpoint.com/resources
Home improvement tips and tricks
Promo Store
Our e-commerce store for all OriginPoint employees, OriginPoint Goods is the place to purchase branded promotional items. Items for purchase range from custom and personalized goods made to order, to large bulk orders of available products. With hundreds of items to choose from, OriginPoint Goods has much to offer. From exclusive higher-end items, to our home goods and technology selections, our store has something for everyone.
Benefits of OriginPoint Goods
• Unmatched prices for premium products
• Personalized items available
• Bulk orders available
• Seasonal and closing gifts available
• Various payment options (marketing budget, if applicable, cost center or credit card
Closing Gift Program
Closing gifts are also available in OriginPoint Goods. Contact the Promo team to send gifts directly to clients approximately 2–3 weeks after their loan has been funded. Select your gift and which borrowers you want to send to (Refi nance, Purchase,or Both), and we’ll handle the rest!
Fast Ramp Up
• Onboard with smooth support and access to the entire platform.
Transition Team
• This team picks up your pipeline and manages it right away.
Day-One Marketing
• Celebrate your move and connect with buyers with customizable materials.
OriginPoint LLC; NMLS #2185899; 1800 W Larchmont Ave Suite 305, Chicago, IL 60613; 773-897-6587. For licensing information visit nmlsconsumer-access.org. Equal Housing Lender. Conditions may apply. • CA: Licensed by the Department of Financial Protection and Innovation under the California Residential Mortgage Lending Act • CO: Regulated by the Division of Real Estate • PA: Licensed by the Pennsylvania Department of Banking and Securities. OriginPoint LLC; is an Equal Opportunity Employer that welcomes and encourages all applicants to apply regardless of age, race, sex, religion, color, national origin, disability, veteran status, sexual orientation, gender identity and/or expression, marital or parental status, ancestry, citizenship status, pregnancy or other reason prohibited by law. (20221012-1688905)