2025Retail Marketing
"Empower Loan Officers with Easy, Actionable Marketing Solutions for Seamless Business Growth."
StrategicPushes:Rolloutpackaged,easy-to-implementmarketingcontentand ideasthatreflectthecurrentmarket.Initialconcepts:MarketIntelBundle,Bonzo Menupackages,NAFCashEventInaBox&more.
LoanOfficerEngagement:IncreaseLoanOfficermarketingengagementthrough amixed-methodcommunicationplanthatincludesemail,text,livecalls,andVIP experiences,ultimatelydrivinggreateradoptionanddownloadrates.
SuperiorService:Deliveramarketingsupportexperiencethatattractstop mortgagetalentandretainsoriginatorswithacompelling,hard-to-beatoffering, includingexclusivemarketingservices&majorcampaigns.
FieldMarketing2.0
Strategic,retail-wide marketingcommunication
Market,salesandtrend-driven marketingstrategy
Standardizedplatinum onboardingmarketing-including automatedcampaigns&top producerofferings
Fieldmarketersasfrontline strategicpartnersto regionalLO’s CenterofExcellencefor fieldsupport-marketing thatdrivesresults
GapsinsupportmethandsonBonzo support,paidads
Strategy
Howdowedoit?
Field&GreaterMarketingOrg:
StrategicRollouts-easytoimplementideas&tools
MajorCampaigns-Email,digital&print
Pat,Tim&SalesLeaders
Collaboration&Alignmenton businessprioritiesfrom marketingperspective
Identificationofkeycollaboratorsmarketing&salesleaders
RegionalMarketingReps
Catalystsforimplementingtop-downstrategy
Resharingemailsandcomms
Spotlightingduringsalescalls&newsletter
Supportwithlocal-levelmarketing
Prioritization,forecastplanning& projectupdates
Operationaldelivery,content &engagementstrategy
BonzoMarketingMenu
Creationofahighlyvisual,clearmenuforBonzo Marketingsupportlevels.
1:1setupcallswithFieldMarketingreps. Tag➡campaignrecommendations.
4packagesidentified: Setitandforgetit(base)
Intermediate
Advanced-propeller(topproducersonly)
Leadssetup(Zillow,leadpopintegrationetc)
Package1-Setitandforgetit:
Confirmedviaemailor1call
Reviewdatabase&setcampaignsforaudiences
REAcampaign
Prospect/nurturingcampaign
Visuallistoftopcampaignstheycanpickfrom
Addtomonthlynewsletterdistribution
Package2-Takethingsupanotch:
Two-partmarketingdiscoverycalls-1includingLOA
Reviewdatabase&setcampaignsforaudiences
UnderstandingofLOuniquebizstrategy
Create/organizepipelineview
5suggestionsforone-offbroadcasts&scheduling
Recordgo-tovideos&voicemailsinlive-time
Addtocustomcampaigns
EngageLOAwithcustompiecesofcontent
Addtomonthlynewsletterdistribution/auto-blast
BonzoTopProducerPackage
Package3-TheMarketingPropeller:
Three-part1:1call(LOAon1+call)
Reviewdatabase&setcampaignsforaudiences
Recordgo-tovideos&voicemailsinlive-time
Addtocustomcampaigns
EngageLOAwithcustompiecesofcontent
Create/organizepipelineview
Addtomonthlynewsletterdistribution/auto-blast
Weeklypromptsforbroadcasts&video
LOAengagedinprocess
Providedweeklyengagementplan
Package4-LeadGenPro:
Two-part1:1call(LOAon1+call)
Addleadproviderintegration&webhook
Customize&setzillow/leadpopscampaign
Reviewprogressofcampaign/conversion&adjust
BonzoBuilds&Gatherings
ReopeningofBonzoAdsBuilder-fulfillinggapofpaidadssolution
Landingpagetemplatesforevents,leadcaptureandopenhousesignups
Expanduponexistingcampaigns,videosscripts,smstemplates
Focusedonsales,conversiondrivencontent
Marketing&LOGatheringsspotlightingkeytoolsandLOsuccessstoriesusingthe platform
Automated,MassEmailCampaigns
Implementacomprehensiveemailmarketingplatform& plantosupportourretail-wideneedsonamonthlybasis.
1-ManualSend inBonzo
2-ExportallBonzo Databases&Scrub
3-MMIIntegration 4-Braze-Mass SendCapability
Arefinancecampaignwillbesent manuallyonbehalfofallretail loanofficers(unlesstheyoptout) byfieldorregionalmarketingreps usingBonzo.Salesleaderswillhelp raiseawarenessofthecampaign. Anoutlineforthe2025planfor monthlysendswillbecreatedin Q1,takingintoaccountmarket adjustments.
ExportallcontactsoutofBonzo intoaCSV-Cleandatasetwith IPQSorotherservice-haveData teamscrublistagainstspecific filters. LaunchemailtodatasetSLOWLY atarateof100Katatimethrough NAFOrchestration. Monitorresultscloselyfor deliverability.
ExplorehownewMMIintegration withLO’spreviouslyfundedloans canbeadded.
BuildoutjourneyinBrazewithfull integrationswithotherplatforms, enablingustomasssendtoall databases,withoptionofoptout.
QuarterlyPostcardCampaign
TopLO’soptedintoaquarterlycampaign,with1 postcardsentpermonth+correspondinge-blast FieldMarketingexportandscrubalist of500contactsfromLOBonzo LOconfirmsoptinandpaymentviaa requestpagewithaconfirmation button-triggersmarketingteamto prepcontactlistandarrangemailings
Estimatedcostof$900perLOforthe quarterfor5004x5.5mailers
OPT IN
FieldEvents Calendar
CalendardetailingtheNationalAssociationofRealtors& mainindustryeventsinkeyNAFMarkets
Eventsupportreminderandhowtogetinvolved
ShowcaseofMarketingeventitemstopurchaseandrent
EventInABox
Bundledmarketingassetsandcollateralfor easyNAFCashexecution.
ThisprojectwillcomplimenttheNAFCash Meetinginaboxinitiative.
NAFCashcollateraldeliveredtoinbox:branded presentation,flyer,socialassets&eventdisplay items
Eventstrategyforsignupandpromotion
BonzoLandingpages
Bonzoposteventcampaign
Trainingonleadingthepresentation
Abilityforbranch/LOtooptintothispackageand bedelivered/purchasecorrespondingassets
MarketNewsSeries
SerieshighlightingNAFmarket updatetoolsandbusinessideas NAFInsights,Bonzo&Learning Centerfeatures Videoscripts,emailblasts, socialassets,SMStexts
LOSocialStrategy
SpotlighttopSocialuserstodriveinterest
Advocacy&TextNAFhighlights
1:1SocialDiscoveryCallstounderstandneeds andgoals
Followupofpersonalizedsocialplan& accountabilityreminder
Continuationofgroupsocialeducationclasses
ReopeningofBonzoAdsBuilder
BetatestforTopProducersocialservice
VIPSocialclassesforintimategroups-limited
seatsforadvanced,collaborativesessions
Strategy&distributionof campaignassetsatFieldlevel
Recruitingeventactivation supportatthelocallevel
Socialcampaignstrategyandtraining withleaders&talentacquistion
Recruiting Creative Campaign
RevampedRecruitingMarketingMaterials
LOEngagement
LOMarketingRoadmap
Astepbystepflowofmarketingtools andbusinessdevelopmenttacticsfor LO’stoexplorepost-onboarding.
Remindersonthesupportavailableand adirectionfortheirbusinessusingour topmarketingofferings.
ThiswouldliveinNAFNetasamodule basedmarketingresource.
Asolutionto:We have so much great marketing but I dont know whats on offer or where to start.
Bonzomarketing packagesetup
Onboarding
SocialMedia Strategy
PostcardMailer
CampignOptIn Partnerpitchtools &valueadds
REAoffice maketingplan
Localevent strategy
DiscoveryCalls&LiveGatherings
RolloutofDiscoveryCallbooking servicetootherregions
Strategicmarketinggatherings spotlightingmonthlyofferings
Sharingstrategyslideswithsales leaders/repsformonthlysalescalls
TextNAFCommunication
RevampoftheTextNAFtoolforimprovedengagement:
Majormarketingupdates
Marketingideas&tactics
Timelymarketupdates
SocialMedia:
Video&contentideas
LO’ssocialspotlights
Signupcampaignwithsalesleaders: "LOs,weknowyou’rebusyinthefield!Getmarketing updatesandideasonthego!"
FieldSpecialProjects
Brand Amplification Framework
Elevatinglocallevelrecruitingcampaigns &specialprojectswithourbespoke approachtocontentdevelopmentand strategicplanning,tailoredspecificallyfor leadersandtargetedmarkets.
MarketingDiscoveryCalls& ImprovedIntakeProcess: StakeholderAlignmentand ObjectiveSetting
Brand-CentricCreative Empowerment:Moodboards, creativethinktankstoalignon lookandfeel
StrategicProcess Implementation:Asset distribution,campaign planning
Tracking&MeasuringResults forfutureefforts
LOMarketingFeedback
Outreachprojectunderwaytogatherinsightsfromnew LO’sontheexperiencesattheirpreviouscompanies
“WeValueYourHonestFeedback:PleaseShare Openly,ItHelpsUsImprove
Wegenuinelywanttohearyourthoughtsand experiences.Yourfeedbackisinvaluabletousand helpsusenhanceourservices.
Pleasedon’tholdback—everybitofinsight contributestoourgrowthandimprovement.”
SuperiorService
MarketingTechnology
IntheWorks: Digitalbusinesscards
Flipbooktechnology
LOMicrositeRefresh
BonzoLandingPageTemplates
BonzoAdsBuilder
Explore:
Geofencing&CircleProspecting
PlatinumOnboarding MarketingStandardization
Definethemarketingplatinumonboarding experienceitems
Providenecessarytrainingforregionalmarketing repsordedicatedmarketingonboarders
Revamped,detailedmenu&flipbook listingregionalmarketingsupport Additionalregion-specificitems allowedbutbaselinemustbemet
TopProducerOffering
NAFElevated|PlatinumProMarketing
Inanidealworld,whatdowe wantthistolooklike?
MonthlyStrategic MarketingConsultation
PremiumSocialMediaService forEnhancedEngagement
In-DepthBonzoAutomationand PersonalizationforPeakEngagement
TargetedPaidPackagesGeofencingAds,Social Media&SEO
AutomatedQuarterlyDirect MailCampaign
WhiteGloveEvent PlanningService
1stQuarter 2ndQuarter 3rdQuarter 4thQuarter
BonzoMarketingMenuSetitandforgetit
BonzoMarketingMenuIntermediate,Advanced
MassEmailCampaignAutomationPlatformsolutionandmanualbetatest
QuarterlyPostcardCampaignTopLObeta/launch
FieldEventsCalendar& NAFCashinabox
RetailSocialStrategy-custom plans,VIPclasses,TopLObeta
MarketingOnboarding& SupportStandardization
MassEmailCampaignAutomationAbilitytosendforallfromBonzo
