Welcometoourmonthlynewsletterwhereyoucangetarecapof what’sbeengoingonwithmarketingintheNorCalIDregion!
Thehottestandlatestcollateral thatcanelevateyourbusiness, socialmediatips&tricks,and aninsightintowhatotherLOs areuptoinourregion
This flyer was designed to promote an exclusive broker tour event, spotlighting both thefeaturedbuilderandtherealestateagent partner. The flyer was tailored to elevate the professionalimageoftheevent,highlightkey selling points of the properties on tour, and driveattendancethroughavisuallyengaging andinformativelayout
This engaging Instagram Reel was created for Erik Oquist to showcase a compelling “this or that” lending scenario. It followed a client who initially worked with a different lender but ultimately chose to close with Erik after being presented with more competitive and flexible loan options. The Reel format made the story quick, relatable, and perfect for social sharing highlighting Erik’svalueasatrustedloanofficer.
This bilingual (English & Spanish) magazine ad was designed to spotlight NAF’s diverse loan products, with a special mention of our NAFReverse programs. It also featured Martin Puga’s personalized QR code for seamless lead capture and direct contact. The layout was clean, informative, and tailored for print— making it a standout piece for brand visibility in a premiumpublication.
This project featured a custom-designed invitationforaFirst-TimeHomebuyer(FTHB) Webinar, crafted to attract and educate new buyers.Theinvitehighlightedthefulljourney— from pre-approval to closing day—with insights from experienced Loan Officers and real estate partners. The tone was warm, informative, and empowering, encouraging attendees to gain the confidence and tools neededtounlockthedoortotheirfuture.
This custom flyer was designed to promote Monique Stanford as the Lender of Choice for a newly launched community in her market. The piece reinforces her local expertise and trusted partnership with the builder, positioning herasthego-toresourceforhomebuyers looking for expert guidance and tailored financingsolutions.
Need help building your presence in new communities? Let’s create something impactful! ��✨
TopgolfMixerInvitation–PrestAmigas,BurlingameOffice
We designed a custom invitation for the PrestAmigasteamtopromotetheirupcoming Topgolf Mixer an engaging afternoon event focused on fun, networking, and relationshipbuilding. The invite highlights key event details and sets the tone for a laid-back yet professional gathering where guests can connect with their trusted Loan Officers over food,drinks,andfriendlycompetition.
Perfect for email campaigns, Eventbrite, and socialmedia!
We created a custom email template in Bonzo to showcase Erik Oquist’s recent closings, designed specifically for his real estate agent database. The email highlighted successful transactions and reinforced Erik’s credibility and consistency as a lending partner, helping maintain engagement and top-of-mind awarenessamonghisagentnetwork.
This project featured a custom video recap in Reel format highlighting the RE Agent Tour ReLaunch event.Thevideocapturedkeymomentsoftheday, showcasing agent participation, featured properties,andtheenergyoftheevent—perfectfor social sharing and reinforcing relationships with localpartners.
IsNAFCashatthetopofyourvaluepropositionlist? Ifnot,nowisagreattimetoconsidergettingcertifiedalong withyouragents—especiallyaswedivedeeperintothebusy springrealestateseason.
Fromthefeedbackwe’vereceived,NAFCasheventscanleadto incrediblebusinessopportunitiesforourLoanOfficers.Asa company,we’reonamissiontogetasmanyofourNAFLOs certifiedandactivelysellingNAFCashaspossibletoagents.
LetushelpyouoryourbranchscheduleaNAFCash Certificationclassforyouragents!We’llhandletheplanning andmarketingtomakeitaseasyaspossiblewithour“NAF CashEvent-in-a-Box”process.
KeyFeatures
Downloadandstore.Keepitonyourmobiledevicefor quickaccess.
Shareinstantly.TheQRcodeallowspeopletoinstantly saveyourcontactdetailstotheirphonebyscanningit withtheircamera.Itlinkstoyourname,phone,email, website,andcompanyinformation.
Updateeasily.It’squickandeasytoupdateyour contactinformationanytime.
Stayconnected.Recipientscansaveyourdetails directlytotheirdevices. Choosefrommultipledesigns.Severaloptionsare available,includingourexclusiveNAFPromisedesigns.
Powerfulnewproductthatexpandsourabilitytoserveclients:NAFReverse SecondMortgage.Thisinnovativereversemortgagesolutionisdesigned specificallyforhomeownersaged60andolderwhowanttoaccessadditional cashwithoutdisruptingtheirexistinglow-interest-ratefirstmortgage.It’sa secondlienproductthatoffersnomonthlymortgagepayments,givingclients theflexibilitytheyneedwhilepreservingtheircurrentloanstructure.
Charles Butler
CECLASSINVITATIONREEL
Charles created a reel to showcase and invite agents to attend his informative CE class on Reverse Mortgages
WATCH HERE
Matt Lord
Trish Cole
RAINSHADOWPODCASTTEASER
Trishstartedanewpodcastwithoneofheragentsand postedanewteaserreeltogivealittleinsightonwhat theytalkedaboutduringtheirsession
WATCH HERE
TOP10BESTCHILDHOODTVSHOWS
Do you agree that the Fresh Prince of Bel-Air was the best show back in the day?
WATCH HERE
NW Leadership Summit 2025
Our leaders met altogether to socialize and talk about how to continue to elevate NAF in our region
WATCH HERE
WMBA LO PANEL LEDBYDANKELLER
WMBAhadaawesomeeventattheSeattleYachtClub withadynamicLOpanelinourlocalareatotalkabout whatittakestobesuccessfulintoday’smarket
WATCH HERE
Garcia
Don Garcia hosted a class to talk and educate future homebuyers on the new DreamBuilder program
WATCH HERE
ClickhereforMAYVideo Script/Ideas!
GENERALIDEASFORYOURNEXTVIDEO
WhytheLowestRateIsn’tAlwaystheBest Loan-Debunkthemyththatthelowest interestrateguaranteesthebestmortgage deal.Highlightfactorslikefees,loanterms,and hiddencosts.
DreamBuilderProgram–Explainthe highlightsofwhatthisprogramisandwhocan benefit,encourageviewersreachoutformore information
UpcomingEvent–Areyouhostingan upcomingevent?Promoteitonsocialwitha videolettingpeopleknowwhen/whereitisand howtoRSVP!
ReverseMortgage-Letpeopleknowabout ourReverseloanprogramandhowthis financialtoolcanhelptheirretirementplans!
APRIL16MASTERCLASSSESSIONCOVERED
Howtorunhigh-convertinginitialloanconsultations
Thekeytoreducingrateshoppersandincreasingloyalty
Thesystemthatturnseveryclientintoarepeat/referralmachine
LeadwithConfidence:Discoverhowtotakechargeofconsultationsbysettingaclear agenda,guidingprospectsthroughtheprocess,andpositioningyourselfasatrusted advisor,notjustasalesperson
CraftaCompellingLenderValueProposition(LVP):DevelopfiveimpactfulLVP statementstailoredforhomebuyers,realtors,andrecruitstoboostcredibilityandmake prospectseagertoworkwithyou.
UncoverRateShoppersEarly:Usethe"rateshoppersnifftest"toidentifyandaddress rate-focusedclientsupfront,savingtimeandsteeringconversationstowardvaluedrivenoutcomes.
MastertheArtofDiscovery:Learnthe"discodance"questioningtechniqueto understandyourprospect’spersonalityandneeds,enablingpersonalizedsolutionsthat resonatedeeply
Simplifywiththe3C’sofLending:Provideclearcontextusingthethreepillars cash, credit,capacity toeducateandreassureprospects,makingcomplexmortgage decisionsfeelmanageable.
ClosewithStrategicNextSteps:Setexpectationsandstreamlinefollow-upswithtactics likeintroducingassistantseffectivelyandmotivatingpromptdocumentsubmissionto keepdealsmoving.
BoostRealtorRelationships:Trainrealtorsonhowtoreferyouproperlyandleverage borrowerfeedbacktostrengthenpartnerships,ensuringasteadystreamofhigh-quality leads
Lookingtoleveragethedebtconsolidationmessagingalongwiththe$500 lendercreditpromoforMaytoreachyourpastclients?Let’sdoit! Contactyourregionalmarketingrepresentativetohelpyoudeploythe email andpersonalizeitifyou'dliketoprospectforrefis.
Friendlyreminder:BonzohasatonofemailsavailableintheEnterprise Library,includingcontentinbothSpanishandEnglish,plusaudiencefocusedfoldershighlightingspecificprograms.Ifyou'relookingtoamplify yourmessagingbutneedahandnavigatingtheoptions,we'reheretohelp! $500LenderCreditOfferEnds6/30/25.
EveryFridaymorning,wesendareminderaboutNAFInsights,ourcurated marketsnapshotdesignedtokeepyouraudienceinformedandengaged. ThisBonzoquickreplytemplateisavailableintwoversions—onefor professionalsandoneforconsumers andcanbeautomaticallysentto yourdatabaseaslongasyourcontactsaretaggedappropriately(realtors, builders,pastclients,etc.).
We'vereceivedgreatfeedbackfromrealestateagentswhoregularly receivethiscontent,notingitsvalueinmaintainingrelevanceand strengtheningprofessionalrelationships.
LevelUpYourSocialMediaPresence&Content
�� 1."CommentMarketing"isGold Engagestrategicallyinthecommentsofotherpopular,relevant accounts(thinklocalbusinesses,realtors,ornicheinfluencers).
✅ Begenuine,notspammy.Addvaluetotheconversation—people willnotice.
�� 2.PostforCuriosity,NotJustInformation Insteadofjustgivingawayfacts,buildcuriosity.
Example:Insteadof“Here’showtobuyahouse,”try: “Mostbuyersforgetthisonestepthatcancostthemthousands…” Thenexplain.
�� 3.TurnOneIdeaIntoaMini-Series Breakonejuicytopicintoa3–5partvideoorcarouselseries. Itincreasesretentionandbinge-worthyengagement. E.g.,“5HiddenCostsofBuyingaHome”→1videopercost.
