YOUR ROADMAP TO SUCCESS SPM
TOOL KIT
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.
As each customer’s loan closes, the Sierra Pacific Loan Origination System
(Express Loan) triggers an automatic survey from Experience.com that goes to your customer and co-borrower on your behalf. Approximately 54% of recipients respond to the surveys.
HOW IT HELPS YOU WIN
Loan officers who use the system report 14% more business in 12 months.
•This can double your social reviews, while strengthening your relationships with agents and customers.
• Positive reviews post automatically to your social media pages.
•Secondary shares of your review can be posted to Yelp, Google and Zillow.
•Surveys give indexing credit for SEO (Search Engine Optimization), making Sierra Pacific’s company website and business pages more visible across all search platforms.
•About 32% of referrals report that they read online reviews prior to using the preferred loan officer.
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.
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.
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.
HOW IT HELPS YOU WIN
You’ll stay top-of-mind with customers who have closed loans with Sierra Pacific Mortgage.
INTERNAL SUPPORT
Email spmmarketing@spmc.com to submit or update your headshot. Contact spm-servicing@spmc.com for questions about your loan information.
*Only available for conventional loans retained by Sierra Pacific Mortgage
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.
SocialMediaUniversity
PoweredbySierraPacificMortgage
Social Media University is designed to help loan originators and our real estate professionals grow their businesses, strengthen their brands, and expand their digital presence.
WHATTHISDOESFORYOU
Throughthiswebinarseries,attendeeshearfromalineupofrespectedspeakersandbusiness leadersofferingpracticalinsightsonbranding,socialmedia,andonlineengagement.It'snotjust inspiration—it'spracticalguidancedesignedtohelpyoubuildmeaningfulrelationshipsandmove yourbusinessforwardinawaythatfeelsauthenticandeffective.
Brandedpromotionalregistrationlinks,emails,andsocialpoststodriveattendance.
Tangibletakeawaysthatelevateyourpersonalonlinepresence&modernizeyour engagementtechniques.
SupportfromyourCorporateteamthatpositionsyouasmorethanjustamortgageexpert butanoverallthought-partnerandvalueaddtoyournetwork.
