NORCAL/ID MARKETING NEWSLETTER
Welcometoourmonthlynewsletterwhereyoucangetarecapof what’sbeengoingonwithmarketingintheNorCalIDregion!
Thehottestandlatestcollateral thatcanelevateyourbusiness, socialmediatips&tricks,and aninsightintowhatotherLOs areuptoinourregion
Weofferaservicetoconsistentlypostonyoursocialchannels3xeveryweek(Mon, Wed,Fri),ensuringyourpagestaysactiveandengaging.Atthebeginningofeach week,wewillnotifyyouofthecontentthatisscheduledalongwithcaptions Reachoutifyou’reinterested!orFilloutthisform.
NorCal/IDCollateralHighlights
PREAPPROVALPACKAGE
WelaunchedafullyredesignedPre-ApprovalPackage,a customizable,6-pagePDFbuilttoelevatetheclientexperiencefrom theveryfirstinteraction.Thepackageincludesfoursleekcover options,apersonalizedbiopage,anaboutpageintroducingNAF’s value,apre-approvalsummarypage,aclienttestimonialsection withadirectlinktoExperience.com,andapre-approvalletter template.Designedforeaseandimpact,thiseditableformatallows loanofficerstoquicklytailorthepackageforeachborrowerwhile maintainingapolished,professionalpresentation.
VIEWCOLLATERAL
NorCal/IDCollateralHighlights MortgagePlanningGuide
WATCHREEL
Thisprojectfeaturedamortgage planningguidedesignedasan aviation-themedPDFpresentation. Createdtohelpclientsnavigate theirhomefinancingjourneywith confidence,theguidebreaksdown keymortgageconceptsinaclear, approachableway usingflightinspiredvisualsandlanguageto createacohesiveandmemorable experience.Perfectforfirst-time buyersoranyoneseekingaguided path,thistoolpositionstheloan officerasaknowledgeableco-pilot inthehomebuyingprocess.
RentVSBuySeminarInvite
Thisprojectinvolvedthedesignofa targetedinvitationforaRentvs.Buy Seminaraimedatrealestateagents.The flyerwascraftedtodriveattendanceby highlightingthevalueofunderstanding andcommunicatingthelong-term financialbenefitsofhomeownership.With aprofessionalyetengaginglayout,the invitepositionedtheeventasan educationalopportunityforagentsto bettersupportrenterswhoarereadyto maketheleapintobuying whilealso strengtheningtheirpartnershipwithNAF.
NorCal/IDCollateralHighlights
Self-EmployedHomebuyer’sGuide
ThisprojectintroducedaHomebuyer’sGuidespecifically tailoredforself-employedconsumers.ThePDFresourcebreaks downtheuniquechallengesandopportunitiesfacedbyselfemployedborrowers,offeringclearguidanceonincome documentation,loanoptions,andwhattoexpectduringthe approvalprocess.Designedtoeducateandempower,the guidehelpsbuildtrustwhilepositioningtheloanofficerasa knowledgeablepartnerforentrepreneursandindependent professionalsnavigatingthepathtohomeownership.
NorCal/IDCollateralHighlights
Pathway100VSCalHFASocialMediaPost
Lunch&LearnInvite
Thisprojectdeliveredaside-by-sidesocial mediacomparisonposthighlightingthe keydifferencesbetweenthePathwayto HomeownershipprogramandCalHFA Designedtoeducatefollowersandspark conversation,thepostbrokedown eligibility,benefits,anduniquefeaturesof eachprograminaclear,digestibleformat. Thegoalwastohelpconsumersand agentsbetterunderstandwhichsolution maybethebestfit positioningNAFasa knowledgeableresourceinthedown paymentassistancespace.
ThisprojectsupportedaLunch&Learn eventhostedbyEdith,designedtofoster strongerconnectionswithrealestate partnersandprovidevaluablemarketand productinsights.Themarketingdeliverables includedaclean,professionalinvitationflyer thathighlightedkeyeventdetailsand positionedthesessionasbothinformative andrelationship-driven.Theeventcreated anengagingspaceforcollaboration, showcasingNAF’scommitmentto supportingagenteducationand partnershipgrowth.
PostcardHighlight MailerIdeas
Customizedw/your headshot!
Sendingpostcardsdoesn’thavetobelimitedtoyour clients,theycanalsobesenttoyourprospectiveorgotorealtorpartners’offices!
Considersendingapostcardhighlightingthatwenow offerjumboloanoptionsupto$10millionandalternative incomequalificationoptions.Or,sendafunsummerthemedpostcardtoyourclients,remindingthemyou're hereforanymortgageadviceorevenjusttocatchup.
Interestedineitheroftheseideas?Reachouttoyour regionalmarketingteamforsupport!Wecanhelpwith everythingfromartworkandpricingtosubmission throughNAFPrint.
B2B
B2C
CorporateCollateralHighlights
USEYOURPLATFORMTOSPOTLIGHT
AspartofourMortgageLeadHERshipcampaign,we’reencouragingtheincredible womenofNAFtotaketheleadonLinkedIn.Shareyourstory whatdrivesyou, whatyou’veovercome,andhowyou’rehelpingshapethefutureofourindustry. Yourvoicecaninspireothersto“pullupachair”andjointheconversation.
AfteryoupostonLinkedIn,justcopythelinktoyourpostandsenditto karen.rodriguez@nafin.com.We’llmakesureitgetssomeextralovewithlikes, comments,andrepostsfromtheNAFteam.
Let’sgetyourstoryseen!
CorporateCollateralHighlights
NationallyRecognizedinForbes&Fortune
TheseflyersshowcaseNAF'srecentrecognitionintwo prestigiousbusinesspublications,ForbesandFortune, featuredinJune!ThepiecespositionNAFasastandoutin theindustry,highlightingthegrowingnationalattentionon thevalueweprovidetoourclientsandcustomers.
Designedtopromotebrandcredibilityandmomentum,the flyerempowersourteamstoconfidentlydifferentiateNAF fromthecompetition.It’snottoolatetoshare!
Click on images to view collateral
CorporateCollateralHighlights
Banks&CreditUnionsGuidetoAssist
ClientsinRetirement
LunchandLearnorVirtualWebinarOpportunity
PartnerwithyourlocalReverseLoanConsultanttopitcha lunch-and-learnsessiontoalocalbankorcreditunion.
Educatethemonhowtheycanbetterassistclientswhoarein ornearingretirementbyunderstandingthebenefitsofa reversemortgage.
Thispresentationprovidesyouthetoolofprovidinga comprehensiveguidetoreversemortgages,givingthema valuableresourcetoreferenceandpositioningyouastheir trustedexpertandsupport.
Didyoumissthe1stAnnualNAFRetailSalesRally!Itwasanincredible
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MissedIt?
Catchthefullrecordinghere:ClickHeretoView
AmirSyed*Amir’sPresentationLinkBelow(Startsat10:12)
TopProducerPanelfeaturingBrianCallan,DanielArias,andArt Aguilar(startsat:1:08:00)
JoshAltman(Startsat1:50:00)
SalesContestRollout(startsat2:59:00)
Importantreminders!
Savethenewwebaddresswww.nafbonzo.comfor easyaccessinyourbookmarks.Youcanalsologin usingPing
Reconnectyouremailintegration(Settings>Email> IntegrateunderMicrosoft)tokeepmessages deliveringsmoothly.
OnJune15 ,BonzoteamatNAFmadesomeimportantupgradestothe
Bonzoplatformdesignedtohelpusrolloutimprovementsfasteranddeliver amorereliableexperience.Thesechangesaredirectlyshapedbyfeedback fromthestreet! th
SendingMassEmails?
ManyofyousendmessagingusingBonzo’sBroadcastfeature,werecentlyweregiven anupdatethattheyareworkingonasolutionformasssendingbutfornowgaveus tipsonhowtosendsmart.
Here’swhyitmatters
How—andwho—yousendtoaffectswhetheryourmessagelandsinsomeone’s inbox…orgetsflaggedasspam.EverymessagecontributestoNAF’semail reputation,whichimpactsdeliverabilityforeveryone.
Howtosendsmart
Sendinsmallerbatches:Breaklargelistsintochunksof500orfewer,spacedout duringtheday.
Pickoddsendtimes:Avoidthetopofthehour try9:36AMor1:17PMtobeatthe rush.
Focusonactivecontacts:Onlysendtopeopleyou’veengagedwithinthelast180 days.Thishelpsavoidspamtraps.
Sendingtooutdatedorunresponsivelists evenonce candamagedomain reputationandmakeitharderforyourfutureemailstoreachclients.Thesequick adjustmentshelpkeepBonzoeffectiveforeveryonewhiletheyreachalong-term solutioninthenext60days.
SocialMedia Tips&Tricks
1.JumponTrendsEarly ➡ TimingIsEverything ⏰��
Trendingaudiousuallyhasashortlifespan(oftenjustafewdaystoaweek).Use toolslikeTikTok’s"Trending"taborInstagram’s“arrow”icononReelstospotaudio gainingtraction.
�� ProTip:Prioritizeaudiowithunder10,000uses,it’srisingbutnotyetsaturated, givingyouabetterchancetogoviral.
2.MatchtheAudiotoYourNiche(Don’tForceIt) ����
Don’tusetrendingaudiojustbecauseit’shot �� makesureitfitsyourbrand, message,oraudience.Adaptthetrendcreativelytoyournichesoyourcontent feelsauthentic,notlikeacopy-paste.
�� Example:Amortgageloanofficercanusetrendingsoundsbysyncingclipsof themworkingdaytodaytothebeatoraddingeducationaltextoverlays ��.
3.AddValueoraTwist(NotJustLipSync) ��✨
Makeyourcontentstandoutbyaddingyourownspin
Usehumor,unexpectedcaptions,orministories
Pairtheaudiowithinsightfultips,tutorials,orbehind-the-scenesfootage Useon-screentextstrategically that’softenwhatholdsattention
