SPM Tool Kit by Sierra Pacific Mortgage

YOUR ROADMAP TO SUCCESS SPM

TOOL KIT

GENERAL TECH TOOLS

Sierra Pacific Mortgage is excited to provide you with a wide range of tools and resources so you can be successful.

This proprietary Loan Origination Software system is your one-stop shop for all things loan-related - from first call to funding, Express Loans handles it all!

HOW IT HELPS YOU WIN

The efficiency makes your life easier and keeps your clients happy.

•Cloud based system for safe and convenient access anywhere you go.

•Sort and view your pipeline to fit the way you work.

•It’s a simple transition with easy to use forms to ensure all sections are filled out before submitting.

•Automatic calculations for rapid results.

•Links to product specific sites for easy access.

• Hey Sierra is a chat AI tool for loan scenarios that quickly provide answers, saving you time and enabling faster service without the need to read through lengthy qualification rules.

INTERNAL SUPPORT

Retail: Contact us at ExpressLoanHelp@spmc.com.

Sierra Pacific’s Fast Track

Automated Validation quickly verifies your customer’s income, employment, and assets without any hassle.

HOW IT HELPS YOU WIN

Your buyers will be thrilled when they discover that they do not have to chase down documents from a bunch of different sources.

• Expedited pre-qualification.

• Simplified documentation process.

• High-performance data encryption.

• Automated appraisal assessment.

• Accelerated closings.

• Available for both purchases and refinances.

WHAT YOU NEED TO DO

•Processors should push files into fast track.

Mobile app for consumers, Real Estate agents and SPM Loan Originators that makes it easier to apply for a mortgage and check loan status while on the go.

GET STARTED HERE

WHAT THIS DOES FOR YOU

Delivering a convenient and on-demand mortgage app makes life easier for your customers – and makes you their hero.

• Cu stomers can apply for a mortgage from anywhere at any time.

• Loan officers and customers can easily view and send documents using the built-in encrypted data scanner.

• Cu stomers can use the mortgage calculator while house-hunting and Real Estate agents can help using their version of the app.

• SPM Go! keeps you connected with customers and Real Estate agents with push notifications and real-time loan status available to all parties.

• Enhance relationships with Real Estate agents when you co-brand on the app with them.

COST

Free; you will automatically be given access.

MARKETING SOLUTIONS

This is Sierra Pacific Mortgage’s CRM and Marketing Automation System.

GENERAL SUPPORT

Find user guides, training and best practices here. This is also the place to create a support ticket or engage in a live chat (scroll to the bottom). If you have a question, click here to search the FAQs.

GET STARTED HERE

WHAT THIS DOES FOR YOU

Easily communicate with prospective and past customers through self-service, automated marketing, social media and custom landing pages.

• Automated Marketing:

O Journeys allow for automated emails to go out on your behalf.

O Stay in touch with your data base by sending automated birthday emails and monthly newsletters.

• Build relationships with partners by giving them access to the co-marketing portal, where they will be able to create marketing materials and manage leads that you both share.

• Customizable Print Marketing

O Select one of the pre-made flyers, postcards or EDDM (Every Day Direct Mail) postcards or create your own print marketing with completely editable templates within the system.

• Capture leads quickly and start marketing to them right away by using lead capture apps and single property to feed those leads directly into the system and start marketing to them right away.

COST

SPM covers the cost of the Total Expert subscription. Print Marketing costs will be charged to the credit card on file.

Staff I ntranet for M eaningful O pen

N etworking is Sierra Pacific’s company intranet. Make it a habit to log in daily to see what’s happening.

CHECK OUT YOUR PROFILE

WHAT THIS DOES FOR YOU

The company intranet keeps you connected with the team wherever you are.

•Find, connect and engage with the latest company and departmental news.

•Access important links, org charts, training resources and job aids.

•Visit the Marketing department page where you’ll discover a wide range of valuable resources including logos, Total Expert support, past TPO Topics, request submission forms and other quick access links.

•Stay engaged with the One Sierra culture by submitting a monthly Pillar Promoter nomination.

INTERNAL SUPPORT

No additional account registration required. Use the single sign-on through Mortgage Workspace.

• Engagement and Training questions – Marketing

• User Permissions and Access – IT

• Oak Engage system information and submitting a support ticket – Knowledge Base in upper right-hand corner.

YEXT helps connect you and your branch with customers online by making sure all your online information is current and published across 100+ online listing directories.

WHAT THIS DOES FOR YOU

The service includes branch business hours, address, Google Maps location and Google My Business pages.

• Yext will now be hosting your individual and branch websites, including schema markup on each page to improve searchability and online visibility.

•When your information is accurate, Google is more likely to rank you in search results. Having a consistent digital presence will also yield an improvement to your online ranking.

• Google My Business Pages will be created on your behalf. For direct access into managing this page, email marketing your Gmail address. COST

Free

INTERNAL SUPPORT

Please reach out to spmmarketing@spmc.com.

HOW IT HELPS YOU WIN

Loan officers who use survey systems report 14% more business in 12 months.

Build trust with potential clients and helps them find you on Google.

Share eye-catching social media templates that you can easily post on your business pages and personal profiles.

Enhances your online reputation. About 78% of consumers report that they read online reviews prior to making purchasing decisions.

Helps you stand out in a competitive market.

Mobilo is a smart digital business card that allows you to exchange contact details with clients through a single tap!

WHATTHISDOESFORYOU

Thesebusinesscardsarecost-effective,easy-to-use,andeco-friendly.Thebenefitofusing Mobiloisthatitembedsinformationrightintoyourprospect’sphone,increasingthechance they’llrememberyou,reachout,andconvert.

Maximize lead conversion - 88% of paper business cards are thrown away within 7 days.

Promote environmental sustainability and reduce your carbon footprint by minimizing reliance on paper cards.

Enrich your leads by connecting your social media pages and company info.

Impress potential customers, clients, and partners by leveraging cutting-edge networking technology.

Reach out to spmmarketing@spmc.com for troubleshooting help.

BombBomb is a video recording platform where you can record personalized messages, loan milestone updates, happy birthday messages, client reminders or explain complex subject matter directly out of Outlook or Total Expert.

WHAT THIS DOES FOR YOU

Statistics show that email open rates greatly increase with video content.

• This tool is a great way to get your message in front of your agents and customers while conveying your unique personality.

• Save time when you record messages instead of typing them.

• Since BombBomb uses email for sending, your video messages can be tracked; you can also be notified when customers and Real Estate agents open and watch (or re-watch) your messages. This can help you gauge your client’s or agent’s engagement (or lack of engagement).

• All messages are archived for both convenience and compliance safekeeping.

COST

Paid by credit card annually for $400 per yearor $33 permonth.

GENERAL SUPPORT

There is a chat box on the bottom right of the dashboard.

INTERNAL SUPPORT

Share your question with us at spmmarketing@spmc.com.

This B2B tool is used to create a 25 piece co-branded marketing campaign that helps you stay in touch with your current and prospective Real Estate partners. Materials include:

• Flyers

• Property reports

• Neighborhood infographics

• And much more

WHAT THIS DOES FOR YOU

Simply invite Real Estate agents to co-brand with you and the system will do the rest. List Reports connects with hundreds of MLS boards, so as the MLO, simply select the property address, and any marketing pieces you want to share with your agent, and the system does the rest.

• You’ll receive notifications when one of your agents has a new listing, helping you get in the loop early.

• This gives you the ability to create co-branded materials on their behalf, further solidifying your relationships with your Real Estate partners.

COST

Pricing may vary depending on package selection. SPM has a corporate discount – use this link to sign up and pay with your credit card.

GENERAL SUPPORT

Watch the introductory demo here. Regular training is available, so keep an eye out for signup opportunities.

INTERNAL SUPPORT

Reach out to spmmarketing@spmc.com and we’ll answer your questions.

SPM SWAG

SHOP SIERRA.

We offer a wide range variety of branded office supplies, apparel, or promotional giveaways. View our online storefront and email the marketing department with your order, and we’ll assist you in obtaining your items.

VIEW STOREFRONT

HOW IT HELPS YOU WIN

Marketing can help provide any materials you need for your upcoming networking or engagement event.

Leave a lasting impression by having promotional items for:

• Events

• Closing gifts

•Office supplies

• Client appreciation

LOAN STATEMENTS

Monthly mortgage servicing statements branded with your personal contact information. Only available for conventional loans retained by Sierra Pacific.