CA/ID -June 2025 Marketing Newsletter

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NORCAL/ID MARKETING NEWSLETTER

Welcometoourmonthlynewsletterwhereyoucangetarecapof what’sbeengoingonwithmarketingintheNorCalIDregion!

Thehottestandlatestcollateral thatcanelevateyourbusiness, socialmediatips&tricks,and aninsightintowhatotherLOs areuptoinourregion

NorCal/IDCollateralHighlights

NAFCONNECTADVANTAGEINVITATION

Thisprojectcenteredaroundthedesignanddeployment ofadual-versioninvitationflyerforthe“DiscovertheNAF ConnectAdvantage”event—oneforin-personattendees andoneforvirtualparticipants.Tailoredspecificallyfor realestateprofessionalsandpartners,theflyers highlightedthecustomizablefeaturesofNAFConnect andhowitenhancestheclientjourneyfromapplication throughclosingandbeyond.Inadditiontotheflyerassets, anEventbriteregistrationpagewascreatedforattendee management,andaMicrosoftTeamsWebinarwas coordinatedandhostedtosupportthevirtualexperience.

NorCal/IDCollateralHighlights

JUSTCLOSEDREELS

Thisprojectfeaturedashort-formInstagramReel designedtospotlightarecent15-dayclosing, demonstratingspeedandefficiencyinaction.The reelservedasacelebratory“JustClosed” momentwhilereinforcingthemessagethatfast, flexiblefinancingispossiblewithNAF Thecallto actioninvitedviewerstoreachoutfortheirown homefinancingneeds especiallyforfamily referrals underscoringthewiderangeofoptions availabletosupportdiverseborrowersituations.

Thisprojectshowcaseda“JustClosed”Instagram Reelfocusedontheadvantagesofrefinancing.The videohighlightedkeybenefits suchaslowering interestrates,consolidatingdebt,accessingequity formajorexpenseslikerenovations,orshortening theloantermforfasterpayoff.Thegoalwasto educateviewersonthestrategicvalueof refinancingwhilecelebratingasuccessful transaction,positioningtheloanofficerasatrusted resourceforclientsexploringfinancialflexibility throughtheirhome.

WATCHREEL
WATCHREEL

NorCal/IDCollateralHighlights

LoanOptionsCustomFlyer

Thisprojectinvolvedthecreationofapersonalizedflyer designedtoshowcasethewiderangeofloanoptionsavailable throughNAF.Theflyerservedasaversatilemarketingpiece, combiningeducationalcontentwithpersonalbranding.It featuredacuratedselectionoffinancingsolutionstosupport variousborrowerneeds,alongwithLuis’sprofessionalbioto buildtrustandcredibility.Clienttestimonialswerealsoincluded tohighlightreal-lifesuccessstoriesandreinforcethequalityof serviceclientscanexpect.

NorCal/IDCollateralHighlights

CharitablePicnic&TradeShowInvitation

Thisprojectfeaturedthedesignofanevent invitationforaCharitablePicnic&Trade Show,aimedatbringingtogetherindustry professionalsforadayofnetworking, communitysupport,andfun.Theinvitation highlightedkeyeventdetailswhile balancingaprofessionaltonewithawarm, approachableaesthetic.Thegoalwasto driveattendanceandengagementby emphasizingboththetradeshow opportunitiesandthecharitableimpactof theevent.

JustFundedSocialMediaPost

ThisprojecthighlightedaJustFunded successstorythroughasocialmediapost emphasizingspeedandefficiencyatevery stageoftheloanprocess.Keymilestones wereshowcased,includingzero-dayapproval withnocontingencies,a16-daycleartoclose, docsoutin20days,andfullfundingachieved injust25days.Thepostwasdesignedtobuild credibility,celebrateoperationalexcellence, andreinforcethemessagethatNAFdelivers fast,reliablefinancingsolutions.

NorCal/IDCollateralHighlights

InvestorInsightEventFlyer

Thisprojectinvolvedthedesignofaflyerinvitationfor anexclusiveInvestorInsightsEventhostedbyAREAA Portland.Theflyerwascreatedtopromotetheevent anddriveattendanceamongrealestate professionalsandinvestors,highlightingkey sponsorshipfromNewAmericanFundingand supportingpartners.Thedesignaimedtoconveya senseofexclusivityandvalue,positioningtheevent asamust-attendopportunityforthoselookingto gainmarketinsightsandbuildstrategicconnections.

Keepintouchwithyourpastclientsandstaytopofmind withthisstand-outcustompostcard!Interestedinusing directmailtodeliverthistopofmindsummermessage inJune?Contactyourregionalmarketingteamfor support-wecanhelpfromartwork,pricing,tosubmission toNAFPrint!

CorporateCollateralHighlights

RetractableBannerDesigns

*Shippingand taxeswillvary

LOOKINGFORSOMEPROMOTIONALGEAR?

Checkoutthenewartlookbookfeaturingretractableeventbanners!These resourcesaredesignedtohelpyoustandoutandmakealastingimpression atyournextevent.

Lookingforsomethingmorecustomthatalignswithyourpersonalbrand? Wecanhelpwiththattoo!

Ifyou'reinterestedinorderingoneoftheseretractablebannersorcreatinga customdesign,reachouttoyourregionalmarketingcontactforassistance.

CorporateCollateralHighlights

AreyouleveragingNAFConnectasatoolforyourRealEstate Agentstoutilize?Ifnot,itmaybesomethingyouwanttolook intoandoffertopromoteinawebinarorLunchandLearn/B2B Presentation.

SomeonefromtheNAFConnecttrainingteamwillhelpus scheduleatimetohelpfacilitatequestionsandthe presentationtoyouragentsontheplatform.

Wanthelpgettingsomethingplanned?Reachouttoyour regionalmarketingcontactforassistance.

BarryHabibMarketUpdate

MBSHighwayCallw/NAF

*Clickonimageto viewcollateral

GreatmarketupdatecallwithBarryHabib!Thebiggeststand outandrequestfromthiscallhasbeenaflyertobeableto promoteandmarketsimilartobuildersdo.Showingthemthe valueinstayingfirmonpriceandofferingapermanent buydown-thatultimatelywillbecheaperthanpricereduction andgivethebuyerabelowmarketinterestrate.

Thisstrategycanbeleveragedtouseonlistingsthathave beensittingforawhileandbeaddedasaphotoontheMLSto incentivizebuyers.Ifyourinterestedincreatingoneofthesefor alistingagentdon’thesitatetoreachouttoyourregional marketingcontactforassistance.

CorporateCollateralHighlights

NewMarketing-English

Corporatehasaddedawiderangeofnewmarketing assetsfrombrand-newdesignstorefreshedversionsof existingoneswithaboldnewlook.Therearetoomanyto featurehere,sojustclicktheimageabovetoexplorethe fullcollection! Click on

CorporateCollateralHighlights

NewMarketing-Spanish

Click on image to view all new collateral

LotsofnewSpanishmarketingavailableaswell-too manytofeaturehere,sojustclicktheimageaboveto explorethefullcollection!

TheMayMasterclassunderscoresthatintentionaltimemanagement,energy optimization,andstrategicdelegationarecriticalforLoanOfficerstoachieve highperformance,seizemarketopportunities,andleadabalanced,fulfillinglife.

OverivewofKeyTopics

TimeManagementIsSelf-Management

PrioritizingBigRocks

ThePoweroftheSundayNightRitual FocusingonHigh-ValueActivities

HowEnergyManagementAffectsandEnhancesTimeManagement EliminatingDistractionsandFires

DesigningaPerfectWeek

HowCoachingAcceleratesYourGrowthGoals

TheFourW’sofSuccess

*Successinthemortgageindustryallowsflexibilityinwhatloanstodo,whento work,withwhotowork,andwheretowork.Usethisfreedomtodesignalifethat alignswithyourgoalsandvalues.

ActionItems

ImplementtheSundaynightritualtoplanyourweek. Conductatask-emotionaudittodelegatelow-valuetasks. Committo4hoursdailyofpromotingandprospecting.

Schedulepersonalpriorities(e.g.,datenights,workouts)tomaintainbalance. ExploreGoCoachingbybookingacallwithShiratoenhanceyourstrategies.

B2BEMAILS

Areyoulookingtopromoteoneofthemanyuniqueprogramsyouhave toofferatNAFtoyouragentsorB2Brelationshipsonamorefrequent basis?ThereareatonofresourcestodoitthroughourBonzoCRM.Just gotoyourquickrepliesandvisiteithertheprofessionalenglishfolderor spanishfolderthatincludestonsofemailsonjustabouteverysolution youcanthinkof!

NeedhelpnavigatingBonzoorsendingoutaspecifichighlighted programemailtoyourB2Bcontacts?Simplyreachouttoyourregional marketingcontactforassistance.

SocialMedia Tips&Tricks

Storytellingistheartofsharingamessagethroughastructurednarrative—like astory thatconnectswithpeopleemotionallyandmakestheinformation memorable.Insteadofjustlistingfacts,storytellingusesreallifescenarios, challenges,andresolutionstocreatearelatableandengagingexperience.

BuildTrustThroughRealClientStories ����

Shareauthenticsuccessstoriesthatshowhowyouhelpedclients overcomechallengesandorhadagreatexperience-thesecanbe postedalongsideoneofourJustFundedsocialmediaposts.

MakeComplexLoansRelatable ����

Usestorytellingtosimplifyandhumanizetheloanprocess,turning confusingjargonintoclear,real-lifeexperiences.

EngagewithAuthentic,PersonalContent ��✨

Shareyourownjourneyandbehind-the-scenesmomentstoconnect emotionallywithyouraudience.

UseStoriestoEducateandEncourageAction ����

Teachloanconceptsthroughstoriesandalwaysincludeaclearcallto action—invitefollowerstoaskquestionsorgetintouch.

Marketing

June2025

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