Marketing Booklet_Mike Bertarelli

MILESTONE AND POST-CLOSE CAMPAIGN

Stay Top of Mind

We keep you front and center before, during and after the loan closes.

Milestone Updates keep your Buyers in the loop during the loan process, Drip E-mail Campaigns keep you top of mind after closing. Co-Branded Closing Cards are mailed to our mutual client with information on how to download Closing Documents and Payment App. Personalized co-branded Greeting Cards sent to clients on Birthdays and Loan Anniversaries.

Our Agent Partners appear on the Mortgage Statement for the life of the loan.

DOORHANGERS happy

Valentine’s Helping Families Find Their Dream Home!

Market Report MAY 2024

55

Homes Sold

$565 Price Per SqFt

27

Under Contract

$780K

Average Sales Price

150

Active Listings

10

Average Days On Market

CITY NAME

Open House OPEN HOUSE

F

IN PROGRESS

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PLEASE COME RIGHT IN

Firs N COMPANY

NAME

LLC and C

Why Should You Include Direct Mail In Your 2025 Marketing Plan?

90%

Direct Mail has an open rate of 80- 90% Average email open rates are 20 – 30%

70%

of people prefer direct mailers to email because of the emotional connection they feel receiving something physical in the mail

112%

Direct Mail has the best ROI across all media at 112%

55%

of consumers visit the sender’s website after receiving direct mail

Equal Housing Opportunity. NMLS# 6606. Source: Compare Media, MarketingSherpa, and USPS.

PRINT MAIL SIZING Doorhanger 4.25x11 EDDM 8.5x7 7x8.5

Postcard 8.5x5.5 5.5x8.5

Trifold 11x17 Luxury EDDM or Postcard 6x11 11x6

LAST

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6.7890 mpany.com ny.com

LAST

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6.7890 NAFinc.com /FirstLast

f this advertisement. 05/2023.

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PRINT MAILERS

Popular Picks - Spring USE YOUR

TAX REFUND TO BUY YOUR DREAM HOME From your down payment to closing cost, there are many ways to put your tax refund to work.

5

Ways To Use Your Tax Refund To Help Buy A Home

- Save For Your Down Payment - Use Toward Closing Costs - Earnest Money Deposit - Improve Debt To Income - Interest Rate Buydown

Let’s make your homeownership dreams come true this St. Patrick’s Day!

Summer

Spring Cleaning Checklist It’s that time of year! Spring cleaning can be a daunting task. This handy checklist will point you in the right direction and help you get started.

Overall Cleaning Bedroom Dust: including light fixtures & ceiling fans Wash baseboards Clean walls Clean windows (inside & out) Refresh window treatments Vacuum, sweep, & mop Deep clean carpets Check smoke alarms/carbon monoxide detectors Declutter/throw away broken or unused items

Transition wardrobe Rotate & flip mattress Wash Bedding

Bathroom

Kitchen

Clean & organize pantry Deep clean fridge Clean the surface of cabinets Clean/organize drawers Clean sliding door tracks

Deep clean shower Deep clean toilet Organize/declutter drawers Clean grout Sweep & mop floors Clean or replace shower curtains

Garage/Outdoors Living Room Power wash entry & outside of house Perform gutter maintenance Service snowblower Put away shovels & salt Prepare outdoor seating for use

Vacuum under furniture Spot clean furniture Oil wood furniture Wash pillows & blankets Have area rugs cleaned

happy Valentine’s Helping Families Find Their Dream Home!

Winter BRIGHTSIDE ALEWORKS

12-12:30 PM

DOWNTOWN GARDEN SQUARE

| Thursdays PRARIE CITY 5-7PM Starting June

JOHNSTON TOWN CENTER

Sundays MAXWELL Alternating Starting June 4th

NORTH DOWNTOWN SQUARE

DOWNTOWN HISTORICA COURT DISTRICT

POLK COUNTY HEALTH DEPT.

MAIN STREET SOUTHEAST

MAIN STREET

AMES MAIN STREET

ANKENY MARKET & PAVILION PARK

| Thursdays ALTOONA 5-8PM Starting May 23 | Saturdays ANKENY 8-12PM Starting May 18 | Tuesdays AMES 4-7PM Starting June 4 | Wednesdays BAXTER 6-8PM Starting June 5 | Wednesdays BONDURANT 6-8PM Starting May 4 | Tuesdays COLFAX 4-6:30PM Starting May 17 | Saturdays DES MOINES 8-12PM Starting June 1 | Tuesdays NEWTON 4-6PM Starting June 4

PRINT MAILERS CONT.

Fall

PRINT MAILERS CONT.

Any Time

BE PAM-PURRED

WHEN selling YOUR HOME Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy nibh euismod tincidunt ut laoreet dolore magna aliquam erat volutpat. Ut wisi enim ad minim veniam, quis nostrud exerci tation ullamcorper suscipit lobortis nisl ut aliquip ex ea commodo consequat.

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LISTING BOOKLETS 4 page

Standard

Landscape

LISTING BOOKLETS 8 page

TRIFOLDS Construction

Local Events

LISTING EXAMPLES

First Last Title | Company Name

First Last Loan Officer | NMLS# 123456

YourEmail@gmail.com www.YourWebsite.com

First.Last@nafinc.com NAFHomes.com/FirstLast

(314) 123-4567

(314) 123-4567

BOOKLETS AND FLYERS First Time Homebuyer’s Booklet

Renovation Workbook

Homebuyer’s Booklet

First Time Homebuyers Unlock the door to your dream home.

applicants will qualify. Rates and terms are subject to change without notice. All mortgage loan products are subject to credit and property approval. © New American Funding,

Simplifying the Process

Themed Coloring Booklets

SIMPLIFYING THE

Mortgage Process

LUXURY BUSINESS CARDS

DIGITAL FLIPBOOKS Turn any of our booklets into a virtual flipbook to send digitally to clients via text or email.

Scan to see an example.

First Time Homebuyers Unlock the door to your dream home.

applicants will qualify. Rates and terms are subject to change without notice. All mortgage loan products are subject to credit and property approval. © New American Funding,

CO-BRANDED SOCIALS Post Size

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City, ST 12345

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SALES PRICE:

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0 STORY

LOWER MORTGAGE PAYMENT FOR THE FIRST 24 MONTHS 2-1 Seller Paid Buydown Program with New American Funding lowers your payment by 2% the first year, and 1% the second year, giving you the financial flexibility you need!

That could mean more money in your pocket as you ease into homeownership and less stress with new homeowner finances.

CONVENTIONAL 30 YEAR FIXED

REALTOR® | Company

123.456.7890

0 BED

Seller Paid

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1st Year

2nd Year

0.000% Monthly Savings = $000.00

0.000% Monthly Savings = $000.00

3-30 Years Rate/APR 0.000%/0.000%

Total Savings = $0,000.00 FIRST LAST

Real Estate Company REALTOR®

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FIRST LAST

Sr. Loan Consultant NMLS# 123456

123.456.7890

First.Last@nafinc.com NAF.com/FirstLast The figures above are for example purposes. The calculations above is using a Sales Price of $000,000, Down Payment of $00,000, and a Loan Amount of $000,000.

For exact Rate and Savings contact your New American Funding Loan Consultant. Terms and conditions apply. Subject to borrower and property qualifications. Not all applicants will qualify. This is not a loan commitment or guarantee of any kind. Rates and terms are subject to change without notice. NMLS #6606. © New American Funding, LLC. Corporate office 14511 Myford Rd., Suite 100 Tustin, CA 92780. Phone (800) 450-2010. http://nmlsconsumeraccess.org.01/2025

Your Purchase Lender Standard Programs Conventional • • • •

Down Payment as Low as 3% Fixed or Adjustable Rates Down Payment Assistance Programs Available Non-Occupying Co-Borrowers Allowed

FHA • • • •

Down Payment as Low as 3.5% Lower Credit Score Flexibility Higher Allowable Debt to Income Ratios 100% Financing with DPA

VA • • •

100% Financing No Monthly Mortgage Insurance Premiums Flexible Underwriting Guidelines

USDA • • •

100% Financing Lower Credit Score Flexibility Gifts for Closing Costs Allowed

Jumbo • • • •

Borrow up to $3 Million Credit Score as Low as 700 Eligible for Primary Residence, Second Home or Investment Property Warrantable and Non-Warrantable Condos Permitted

Renovation • • • •

NMLS#6606

FHA and Conventional Programs Purchase or Refinance Principal Residence, Second Home or Investment Property Ability to Finance Repairs and Home Improvements

Specialty Programs •

NAF Cash®

Allows Buyer to Become a Cash Buyer • Buyer Can Purchase New Home Without Selling Current Home • Conventional and VA Loans Allowable

Lock In & Float

•

• Lock In Your Rate - Rate Can’t Increase If Rates Improve during Locked Period, You Can Float Down to a Better Rate

•

• •

Bank Statement Program

Self Employed Borrowers can use Business Bank Statements to Qualify Purchase New Home Without Selling Current Home – Exclude Payment in Debt to Income Ratio • Purchase, Refinance or Cash-Out Primary, Second Home or Investment Property Eligible

•

NAF Bridge Loan

Use Equity From Your Existing Home Towards the Purchase of a New Home • Ability to Present a Strong Non-Contingent Offer, Giving You a Competitive Edge in the Market • No Monthly Payments During the Loan Term Reducing the Financial Stress of managing Two Mortgage Payments

Buydown Options

•

• Lower Interest Rate for the First Few Years of Mortgage Available on Conventional, FHA VA and USDA Loan Products • 1/0, 1/1/1, 2/1, and 3/2/1 Buydown Options Available

•

Down Payment Assistance

Additional Funds for Down Payment and Closing Costs • Chenoa • NAF Pathway Product Suite

Recast Option

• Borrower can Reduce the Principal Balance New American Funding will Re-Amortize the Loan based on the Remaining Term and Payments will be Reduced Multiple Recasts can be Completed during the Life of the Loan • PMI can be Eliminated in Some Scenarios •

•

NMLS#6606

DOES YOUR CLIENT NEED TO BUY BEFORE THEY SELL? NAF Cash®

Buying in cash means convenience, certainty and could mean a cost saving too.

With NAF Cash®, an affiliated company of New American Funding, you can make a competitive, true cash offer that is not contingent on financing and close in as little as seven days without having to sell your current home first.

Program Highlights: • • • •

Allows Buyer to Become a Cash Buyer Purchase Your Dream Home Before Selling Your Current Home Help Qualified Buyers Win in Multiple Offer Environment Conventional and VA Loan Programs Allowable

NAF Bridge Loan

Avoid missing out on the home you really want because your current home has not yet sold. This product bridges the gap by giving you funds to cover the new purchase while finalizing the sale of your current home.

Program Highlights: • • •

Use Equity From Your Existing Home Towards the Purchase of a New Home Ability to Present a Strong Non-Contingent Offer, Giving You a Competitive Edge in the Market No Monthly Payments During the Loan Term Reducing the Financial Stress of managing Two Mortgage Payments

NAF Recast

The NAF Recast allows you to buy your next home now and adjust your Mortgage balance later. With a recast, you can purchase without selling first, then apply proceeds from your sales to reduce your mortgage balance and monthly payment.

Program Highlights: • • •

Reduce Principal Balance and Re-Amortize Loan Monthly Payments Reduced Accordingly PMI Can Be Eliminated in Some Instances

The 5-Step Guide to NAF Cash®

GET PREAPPROVED & FULLY UNDERWRITTEN Get pre-approved and start home shopping.

MOVE IN Congratulations! you’re ready to move into your new home.

SUBMIT OFFER

BUY BACK

Secure your new home with a cash offer.

NAF Cash® sells the home back

OFFER ACCEPTED Cash offer accepted & NAF Cash® purchases the home.

EXPERIENCE MATTERS With many years of experience in the mortgage banking industry and extensive practice in originating home loans for both purchase & refinance, I am a firm believer in excellent customer service and offering the most competitive pricing. Through working with New American Funding, a Direct Lender, I have continued to be one of the most knowledgeable Loan Consultants in the area.

Mike Bertarelli Sales Manager

NMLS# 1553457 314.807.6440 Mike.Bertarelli@NAFinc.com

Equal Housing Opportunity. *This is not a loan commitment or guarantee of any kind. Terms and conditions apply. Subject to borrower and property qualifications. Not all applicants will qualify. Rates and terms are subject to change without notice. 2026 © New American Funding, LLC. NMLS #6606. nmlsconsumeraccess.org https://www.newamericanfunding.com/legal/statelicensing/. NAF Cash is fulfilled by NAF Cash, LLC, an affiliated real estate company of New American Funding that is managed and operated in compliance with applicable legal and regulatory requirements. NAF Cash, LLC. MI Real Estate Broker #6502431375. NAF Cash, LLC does not originate loans or issue loan commitments. NAF Cash, LLC charges a Transaction Fee of 1.5%-3.5% of purchase price for its service (fee varies by state). Terms and conditions apply, not available in all states. 41050 W 11 Mile Rd, Ste 220, Novi, MI, 48375. Phone 844-344-0531. NAF Bridge Loan not available in MA, TX. NMLS ID #6606.

New American Funding, LLC. www.naf.com. Corporate Office Phone (800) 450-2010. 01/2026