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TABLE OF CONTENTS 1. Mission Statement

7. Consulting Services

2. About OVM Financial

8. Consulting Services Continued

3. Print Services

9. Presentation Topics

4. Print Samples

10. Presentation Topics Continued

5. Digital Services

11. OVM Marketing Department

6. Digital Samples

12. Meet the OVM Marketing Team

MISSION STATEMENT OVM understands there is no bigger financial decision made in a person's life than that of home ownership. OVM exists to ensure that the outcome of this transaction is smooth, informative, on-time and life changing. It is our goal to become our client's mortgage provider for life, by treating the entire process with the respect and care it deserves.

CORE VALUES Accomplish each and every task with EXCELLENCE. Our EMPLOYEES are the reason for our SUCCESS. Without willingness to change we can't maintain our PASSION for GROWTH. Approach situations PRO-ACTIVELY and CREATIVELY. Every CUSTOMER has a name and every name matters at OVM.


ABOUT OVM FINANCIAL From our visionary opening in 2001, OVM Financial has taken what the mortgage industry has traditionally done and flipped it upside down - offering our customers, employees, and partners an experience like none other.

No Call Centers. Period.

Single Point of Contact.

Don’t waste time speaking with someone in a different time zone. Your local Loan Officer is your single point of contact.

Your Loan Officer knows your situation, and they are there to guide you through the process from day 1 through to closing.

Closing Dates You Can Trust.

Call, Email, or Text.

Your closing date is too important to guess at. When OVM Financial gives a closing date, it’s one you can rely on.

We are committed to being available to you throughout the process. Communicate with your Loan Officer how and when you like.


PRINT SERVICES Co-branded Flyers 8.5 x 11 color, standard paper, double sided - (info box, open house, event etc.) Co-branded Mailers double sided, cardstock paper - (listed, sold, rent, event etc.) - Quantities start at 100 - max 1000. *You provide the list when possible (.csv format) Doorhangers 4 x 6 color double sided, cardstock paper - (listed, sold, rent, event etc.) - Quantities start at 500 - max 1000. Prequalify Now / Payment Info Sign Rider or Yard Sign with text for more info code (coroplast w/ stakes) Folders 8.5 x 11 (company brand, general purpose) Tri-fold / Bi-fold (company brand, general purpose)



DIGITAL SERVICES Social Media Graphic Design - Graphic support for: ads, social posts and branded cover photos Email Marketing - Initial set-up and graphic design support for e-mail marketing campaigns Custom E-mail Signature with prequalification link Professional HD Video done in-house (short, interview style clips)



CONSULTING SERVICES Preferred Vendor List Access • Provide a warm intro to the vendors that we use to get results • Best practices and onboarding help when possible as liaison between vendors Social Media Audit & Consultation • Review active social media accounts • Social Media strategy and training sessions with OVM’s Social Media Director • Provide recommendations improvements and best practices Website Audit & Consultation • Review existing websites for web standards and best practices Branding Audit & Consultation • Review logos, taglines, text and colors for overall quality and clarity Marketing Budget Audit & Consultation • Analyze marketing budget and strategy to help the agent determine the best way to invest their marketing dollars


CONSULTING SERVICES CONTINUED Event and Open House Marketing Support • Ordering of branded promotional items/giveaways • Print marketing and digital marketing support for the event (see previous pages: print and digital marketing) Online Advertising Audit & Consultation • Review what types of online advertising you are using • Identify key metrics for establishing an ROI and setting goals Lead Generation & Management Audit & Consultation • Review what lead sources you are using • Review your CRM software for effectiveness • Test notifications and team response time



PRESENTATION TOPICS Contact your OVM Financial Loan Officer to request a "Lunch and Learn" on the following topics: • Social Media Content Strategy and Planning • Social Media Ads Training • Ways To Improve Branding and Identity In A Local Market • OVM Marketing Team Introductions and Preferred Realtor® Benefits • Keeping Up With Past Clients • E-mail Marketing Tips and Strategies • Ways to Increase Website Traffic • Lead Generation Strategies


THE OVM MARKETING DEPARTMENT Exists to provide individualized support to every loan officer, and every partner.

Our Loan Officers and referral partners are the cornerstone of our business. By equipping them with best in class marketing solutions, we are able to create sustainable growth together for years to come.



Tom Fortune

Stephen Hall

Jill Sullivan Project Manager

Social Media Director / Brand Manager

Taylor Roberts

Angi Baker

Lori El Shanti

Niki Troutman

Marketing Director

Photographer / Project Manager

Graphic Designer


MSA Compliance Manager

Rio Herbik

Project Manager



OVM Financial, Inc is an Equal Housing Lender. NMLS #86788 We lend to the following states: VA #MC-3038, NC #140706-104, SC #MLS- 86788, GA #46432, TN #1298677, TX, MD #22748, FL #MLD1483, and CO-Licensed By Division of Real Estate © 2018 OVM. All Rights Reserved.

OVM Financial - Marketing Menu 2018  

An overview of the service offerings provided by OVM Financial's Marketing Department. The service offerings are exclusive to OVM partners.

OVM Financial - Marketing Menu 2018  

An overview of the service offerings provided by OVM Financial's Marketing Department. The service offerings are exclusive to OVM partners.