On Q Financial Database Marketing Playbook

MARKETING TO YOUR DATABASE HAS NEVER BEEN THIS EASYEvery available marketing email in each unique campaign has been created behind the scenes by your On Q Marketing Team and meticulously reviewed and approved by Compliance Marketing.

ALL YOU NEED TO DO: Enter your database of borrowers, referral partners, and contacts

Set It! Opt in to some or all campaigns

Forget It! The system emails your database with relevant and timely marketing material

It is 5 Times More Costly to Attract a New Customer

than it is to retain an Existing Customer

ON QS LIN

EUP OF C

AMPAIGNS

01 NEW LEADS

Purchase and Refi Lea

ds entered into Vantag

e

02 PROSPECTS

New Files Started in En

compass

03 LOANS IN PROCE

SS* From Loan

Set-up through Funded

04 CLOSED LOANS

From Funding through

Year 1

05 CLIENT RETENTIO

N Past Borrow

ers Loans more tha

n 1 year old

06 CONTACTS

New Hire Contacts and

Encompass Contacts/P

rospects

07 REFERRAL PART

NERS** Realtor Cam

paign; Builder, Financ

ial Planner materials a

vailable

*: Currently in d

evelopment. Loa

n Q is

currently availa

ble for transacti

onal communic

ation.

**: Materials cur

rently available

for

ad-hoc emailin

g in marketing

library.

Are you ready f

or the big leagu

es?

On Q has deve

loped several u

nique

campaigns with

over 50 pieces

of

fresh, new conte

nt that will hit a

home run with y

our contacts. St

ep

up to the plate

and engage you

r

audience from n

ew leads to Rea

ltor

referral partners

with marketing

that plays hardb

all. Set your line

up

and swing for th

e fences!

ITS A WH

OLE

NEW BAL

L GAME

STAY CONNECTED TO Y

OUR FANS THROUGH

INNING AUDIENCE BASE HIT DOUBLE TRIPLE HOME RUN

1 NEW LEADS - PURCHASEAd Hoc Emails to

New Leads; No Opt Ins to Campaigns

Opt In to On Q Drip Campaign

Customize Existing On Q Drip Campaigns

Create your own Purchase Campaign.

Include videos and additional photos

2 NEW LEADS - REFINANCEAd Hoc Emails to

New Leads; No Opt Ins to Campaigns

Opt In to On Q Drip Campaign


Create your own Refi Campaign. Include videos

and additional photos

3 PROSPECTS Opt In to On Q Drip CampaignCustomize Existing

On Q DripCampaigns

Create your own email campaign

Create a Video Email campaign

4 LOANS IN PROCESS Utilize Loan Q (instead of Vantage)Opt In to On Q Drip Campaign

(Cannot use Loan Q)


Create your own personal emails and/or a

Video email campaign

5 POST CLOSING Opt In to On Q Drip CampaignUpgrade to VIP Borrower to get Address Stamper and quarterly post cards

to Borrowers


Create your own personal emails and/or a

Video email campaign

6 CLIENT RETENTIONOpt In to On Q Drip Campaign

Upgrade to VIP Client Campaign to include quarterly post cards


Custom custom content or create campaigns

based upon loan type or customer demographics;

Send custom items.

7 CONTACTS Opt In to On Q Drip CampaignUpgrade to VIP Client Campaign to include quarterly post cards


Custom custom content or create campaigns

based upon loan type or customer demographics

8 REFERRAL PARTNERSEnter all referral partners into Vantage and Opt In to On Q Referral Partner Campaign

Upgrade to VIP Realtor Campaign to

include quarterly post cards; Add MMG

Ad hoc or custom Campaigns for Builders,

CPAs or Attorneys using materials in the

marketing library

Create your own custom referral partner campaign

or materials. Include videos and photos

9 CUSTOMChoose from Marketing

Library and send Ad Hoc emails

Customize Existing On Q Marketing Library Materials

Create your own email campaign

Custom content or create campaigns based

upon loan type or customer demographics;

Send custom items.

when lead is entered into Vantage with Loan Purpose of "Purchase" or has no loan purpose specifiedSTARTS

STOPS when lead is exported to Encompass

refinance campaign

refinance campaign

refinance campaign

refinance campaign

when lead is entered into Vantage with Loan Purpose of Refinance

STARTS

when lead is exported to Encompassand loan file is started

STOPS

prospects campaign

Next Steps

prospects campaign

when lead is entered into Encompass with a File Started Milestone

STARTSwhen loan hits Loan Set-up Milestone in Encompass

STOPS

Merry Christmas

On

refinance campaign

refinance campaign refinance campaign

touchpoints

12-20 FIRST YEAR

+MMG (IF OPTED

IN)

1 On Q Refer

ral Partner email p

er month

Holiday/Birth

day emails

Real Insight Q

uarterly eMagazin

e

Mortgage Ma

rket Guide (Weekly

Industry Update O

ption)

OPTION

VIP Referral

Partners also rec

eive quarterly po

st cards

TRIGGERS

refinance campaign

refinance campaign refinance campaign refinance campaign

Compliance Marketing- it will make sure youre safe!Regulation often feels like an overbearing and complicated machine that drowns out any creativity in digital marketing. As a Mortgage Consultant, you may feel like you live between a rock and a hard place;

you have a desire to stay connected to your database of contacts but may be afraid of current regulatory conditions. Fear not! Everything in Vantage is Compliance reviewed and approved.

On Q Financial Database Marketing Playbook

Documents

Transcript of On Q Financial Database Marketing Playbook