Marketing Handbook 2025

Welcome Home!

MAIN STREET HOME LOANS MARKETING HANDBOOK

MARKETING@MAINSTREETHL.COM

marketing team team MEET YOUR marketing

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Carrie Courtillet Division Marketing Director carrie@mainstreethl.com 571-616-0247 [surefire] [all marketing related question] [marketing onboarding]

Joy Lexpong Division Marketing Coordinator jlexpong@mainstreethl.com 571-547-2895 [graphic design] [all marketing efforts and inquiries]

Skye Meyer Division Digital Marketing Coordinator smeyer@mainstreethl.com [social media] [graphic design] [tiktok] [instagram] [facebook]

Main Street Marketing Resources Marketing Department Service Level Agreement ALL marketing requests are to be made through WRIKE. WRIKE allows our team to complete projects in an organized, timely fashion and keep record of all requests and content created **Please do not email individual team members with requests**

General Marketing Turn-Times 24-48 hours

48-72 hours

Existing Flyer customization personal & cobranded Open house Flyers Cobranded with or without payment grid Requests are due by Wednesday by 5pm Social Media support Event page creation, promotion, boosting, sharing reviews Branded social media content New Hire set-up LO website updates

Surefire Database Integration Database Integration Setting up existing campaigns / deployments Surefire Workflow / Rule creation Business Cards Review & order- 24 hours; Production & shipping- 3-5 business days Direct Mail and/or digital ADs Brand New Design for Flyer/Social Media

3-7+ Business Days New Marketing Materials Custom flyer creations Postcard, booklets, Presentation branding Custom Surefire campaigns Translation services Event items/ SWAG/ signage Custom Apparel Personal Brand guides VIDEO: editing is based on scope and length of content

Turn-times may vary based on project scope. Review of requests must be provided within 48 hours of receipt, otherwise the project will be closed out and marked completed.

Our MSHL store is available at www.thesourcinggroup.com/MSHL. Custom apparel can be ordered through www.companycasuals.com/MSHL. If you need bulk products for events or if there is a need for something more specific/personalized, please reach out to Marketing@mainstreethl.com. Anticipate at LEAST a two weeks turn time on all custom orders.

Questions & Support

Need Custom Marketing?

marketing@mainstreethl.com M-F, 8:30 a.m. - 6:00 p.m. EST 1-hour Response

Use the Wrike Marketing Request Form

Tools & Services

Sales Automation

Real Estate Marketing

Social Media & PR

MARKETING TECHNOLOGY Our marketing department would like to make your transition to Main Street as smooth as possible. We have pre-made campaigns, graphics, and flyers to help notify your agents and clients that you have moved to a new company as well as marketing materials to help you jumpstart your brand as a new Mainstreeter!

USER-FRIENDLY graphic design platform, used toAT create social media graphics, presentations, THINGS WE LOVE MAIN STREET! posters, documents, print material, logos- you name it!

HIGHLY RECOMMENDED to sign up for a free account (or pro account if you're feelin' extra creative. Otherwise, the marketing team will provide you with personal templates for any digital marketing materials needed (just closed, testimonials, etc)

Database management system.

Manage new leads and prequalified clients.

Monitors clients in process and updates them and Realtors throughout the process, automatically.

Automatic email campaigns for prequalified clients, agents, in-process milestone updates, post-closing follow up.

Text messaging & video features available Flyer portal- over 200 flyer offerings, always available to brand/co-brand and use as print marketing, digital marketing and on social media. Includes Open House flyer templates.

Download and work on the go! MSHL branded app to share application link, pull credit, upload document, issue prequalification letters all from your device

Homeboy provides clients, current and past, information about their home value, neighborhood demographics and potential financial offerings. It allows the LO to keep in touch with clients and their activity as they spend time in their homes. It identifies potential Refinance options and provides a weekly summary of all client activity. It also feature co-marketing opportunities where you and your agent can see client activity including home searches, sales price perimeters and even allows clients to contact you directly through the platform.

With Misely, creating and delivering professional mortgage option presentations is effortless, no matter your location or device.Beyond the mobile-friendly experience is an opportunity to elevate client trust and loyalty with additional tools that emphasize Life Event expense planning and wealth-building strategies over the cost of the mortgage.

PRINT MARKETING

OPEN HOUSE FLYERS

So your agent has an open house this weekend make a good impression by putting together an open house flyer for them. Want to turn it up a notch? Add a payment grid with various loan scenarios.

DOOR HANGERS

Go the extra mile with door hangers! Whether it's for a holiday or a new loan program, these door hangers won't get lost in the pile of mail that comes to your clients' homes.

EVENT FLYERS

Are you hosting a happy hour or a workshop? Let us put together an eye-catching invitation that you can e-mail out and/or post on your social media platforms.

BUSINESS CARDS, NOTECARDS, AND NOTEPADS

Get your name (and face) out there with personalized business cards and office supplies- a little goes a long way when it comes to putting yourself out there.

PRINT MARKETING

POP-BYS

Seasonal popby cards and offerings are available on Insite (MSHL Home >Sales >Sales Resources >Popbys) Can be personally branded or co-branded.

POSTCARDS

Just sold/listed homes, converted flyers, upcoming holidays, big news-i've moved!, – the possibility are endless! We then have the cards printed via Vistaprint and all you have to do then is to drop it off at the post office and they will send it through the route(s) you purchased (EDDM).

MAGNETS

Change things up with magnets! Calendars, maintenance checklists, brand awareness. There are so many things we can create. Think outside the fridge - these can be placed on cars, golf carts, file drawers, etc.

POSTER BOARDS, RETRACTABLE BANNERS, CANVAS BANNERS, YARD SIGNS Got an event? Sponsoring a team? Working with a builder for new construction homes? Order one of these items to spread brand and service awareness!

PRINT MARKETING OFFERINGS Our marketing team offers a wide range of custom print marketing that can be co-branded with our realtor partners. We offer monthly pop-bys, postcards, door hangers, magnets, product flyers, open house and payment grid flyers, ad designs, and realtor letters.

Custom Tailored Co-Branded Door Hangers Custom Made MagnetsAll occasions and no limitations!

Fridge, cars, and even golf carts.

Over 200+ Co-Branded Flyers Open Houses, Products, Realtor Letters, Etc.

Customized Co-Branded Postcards

SOCIAL MEDIA SUPPORT

CREATE/UPDATE SOCIAL ACCOUNTS Set up Facebook page, Instagram page, Linkedin.

Bio/Description must include: Title Main Street Home Loans, Equal Housing Lender NMLS#

SOCIAL MEDIA CALENDAR Monthly marketing posts created and scheduled for you via Social Pilot. Please reach out if you would like to be added.

Posts includes a mix of lifestyle, holidays, and some mortgage materials. *Not personally branded*

DIGITAL MARKETING

JUST CLOSED, CLOSED IN X DAYS, JUST LISTED, REFINANCED PNG/JPeg 1050x1050 or 1080x1350 Social Media Graphic Canva templates available for used, color/design customization limited.

TESTIMONIAL/REVIEWS PNG/JPeg 1080x1080 or 1080x1350 Social Media Graphic Canva templates available for used, color/design customization limited.

QR

CODE-VCARD

PLUS

Share personalized contact information/contact card.

Can include contact picture, phone number, email, website, links, social media, address

to see

Can be added to the back of your business cards, open house flyers, postcards, etc

I’ve Moved companies videos Partner interviews Specifically about business and how the relationship has developed with Main Street, highlighting the partnership.-in studio or on location In person classes/seminars In person Branch events Company events/ classes/ seminars Co-branded events/ gatherings Charitable efforts highlighting Main Street Education Series (about financing/Real estate

PERSONAL BRANDING, EDITING OPPORTUNITIES Main Street Marketing Department does not support creation of personal brand Reels, TikTok’s, or personal podcast production Editing available for: Pre-recorded video content- adding branding information, including MSHL branding, colors, personal logos and contact information.

Videos for CRM Pre-recorded educational videos for informational purposes (prequalification process, loan process, milestone updates)

*LO must film content themselves and send video for editing*

EDITING VIDEOS

Completed videos may take up to 1 – 2 weeks to edit from original film date. Editing may take longer depending on the volume of videos that need editing, and if your video requires any additional text, graphics, etc. Depending on the scope of the project, the editing process could take up to 4 weeks.

Videos will be edited in the order in which they are filmed. *If you are on a specific timeframe for content, (i.e. an event date to highlight, or specific property to feature) please state that in the INITIAL request.* Requests for additional graphics or features may also impact total editing time. Examples include Realtor/business logos, headshots, etc.)

LIGHTS, CAMERA, MAIN STREET!

VIDEO OFFERINGS

EVENT SUPPLIES CATALOG Branch managers: Please contact the marketing department to place an order for the following event supplies. These are to stay at the office for share.

TABLE CLOTH

CANOPY TENT

88" x 130" $149

10' x 10' $647

RETRACTABLE BANNER 34" x 81"

RETRACTABLE TABLE TOP BANNER 11.5" x 18"

NAME TAGS 1" x 3" $10 NAMETAGCOUNTRY.COM

Small Giveaway Items

Place order through MSHL store (insite > MSHL Store > Login > Shop > In Stock - Ships in 1 Business. Salespeople are to expense their own supplies or get approval from Branch Manager to expense.

Other supplies: stickers, portable chargers, sunglasses, keychain, notepads, variety of tumblers, folders. Please visit www.mshl.thesourcinggroup.com for other supplies options

Contact marketing@mainstreethl.com for questions/other inquires.