Mortgage marketing lead generation system
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Transcript of Mortgage marketing lead generation system
Mortgage Marketing &Lead Generation System
Automate Marketing Campaigns
Close More Mortgages
Aggressive Enforcement
2-17 Misrepresentative Advertising. An approved mortgagee may not use misrepresentative advertising. If a mortgagee determines its branches or employees have engaged in such activity, then mortgagees must take action necessary to ensure that such practices do not occur again. All advertisements must emphasize the name of the company and not the government. See 18 U.S.C. §709 False advertising or misuse of names to indicate Federal agency and 18 U.S.C. §1017 Government seals wrongfully used.
A. Examples. This list is illustrative and should not be considered all-inclusive.
•· Improperly using the name or seal of FHA or HUD to imply that the advertisement is from or is endorsed by FHA or HUD;•· Improperly advertising on a government type form designed to simulate an official Federal government document; and•· Stating that the advertisement “will serve as your official MIP account notice”.
B. Actions. When HUD finds advertising abuses by mortgagees, it will take prompt action, as appropriate:
•· The Mortgagee Review Board may sanction the mortgagee and/or impose civil money penalties; or•· A referral may be made to the Department’s Inspector General for its review; or further referral to the Department of Justice which has jurisdiction over criminal prosecution; or a referral may be made to the Federal Trade Commission which has
jurisdiction over deceptive trade practices.
HUD Mortgagee Handbook 4060.1 RiskExposure
Fines/Sanction
Criminal Charges
Branch Closure
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60 Seconds
Place Order Print & Mail Delivery
24 Hours 2 Days*
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Quick SnapshotAssure Only Qualified Applicants
Conventional
FHA
VA
…
FICOScore
Bankruptcy
Trade Lates
…
Loan AgeLoan SizeGeography
ApartmentCondominium
Single Family HomeManufactured Home
Quick SnapshotCapture Phone & Online Responses
LGS
www
Quick SnapshotEasy Access Results, Leads, Campaigns
LGS
MarketingCollateral
Direct MailTemplates
IdentityKit(s)
ResponseRates
DeliveryReports
Direct MailLists
TrainingMaterials
CampaignReports
CallTracking
Postcards Letters Snap-Packs
Mailing ListsCredit Score Data
Design ServicesTools & Templates
Quick SnapshotProducts & Services
System Overview
Mortgage Marketing &Lead Generation System
System OverviewHighlights & Capabilities
Marketing Collateral
Direct Mail Marketing
Other Elements
Channel Management
Marketing Collateral
Direct Mail Marketing
Other Elements
Channel Management
Marketing CollateralCollateral Libraryportal definedcategories
visual layoutdefine personalization
templatelibrary
user view administrative tools
Marketing CollateralManaged Personalization
portal definedcategories
controlledpersonalization
production proofreal-time
Marketing Collateral
Direct Mail Marketing
Other Elements
Channel Management
System OverviewHighlights & Capabilities
Direct Mail MarketingLoad Mailing Lists
APIclientupload
Acxiom
D & B
Portalcustom
externalportal
custom listrequest
Credit Score Data (Experian, TransUnion, Equifax)
Direct Mail MarketingManage Mailing Listsdelete export de-dup
merge compare search
Automatically Suppress Do Not Market List
Direct Mail MarketingLaunch Campaigns
approveproof
submitorder
trackcampaign
selectlist
selectdocument
documentlibrary
portal definedcategories group
corporate
usercustom
sharing/scope
administratoror user loadtemplates
PDFMicrosoft Word
Direct Mail MarketingLaunch Campaigns
approveproof
submitorder
trackcampaign
selectlist
selectdocument
list manager oruser upload
intelligentinteractivelist mapping
Direct Mail MarketingLaunch Campaigns
approveproof
submitorder
trackcampaign
selectlist
selectdocument
selectlist
native Wordmail-merge
real-timeproductionproof (PDF)
view imageopen PDFemail PDF
Direct Mail MarketingLaunch Campaigns
approveproof
submitorder
trackcampaign
selectlist
selectdocument
mailingschedule
mailingoptions
paymentreceipt
sales ordercorporate accountpromo codesco-op funds
electronic
Direct Mail MarketingLaunch Campaigns
approveproof
submitorder
trackcampaign
selectlist
selectdocument
production tracking
processed -> printed -> mailed
intelligent mailbarcode
deliveryreports
Marketing Collateral
Direct Mail Marketing
Other Elements
Channel Management
System OverviewHighlights & Capabilities
• Advertising guidelines
• Training videos
• Logo items
• Seminars
• Plus…
Automate ANY Marketing Program!
Other Elements
Marketing Collateral
Direct Mail Marketing
Other Elements
Channel Management
System OverviewHighlights & Capabilities
Channel ManagementCapture Responses
System Capture (Push Leads to CRM)
LeadTracker
PURL’s
Channel ManagementReal-time Reports
Campaign
Activity
Production
Statistics
Relax, The Solution is Here…
Mortgage Marketing &Lead Generation System
Generate New Mortgage Leads FAST
Assure Only Qualified Applicants
Capture Responses by Phone & Online
Easy Access Results, Leads, Campaigns
Automation gives you POWER!
501 4th Street, Suite 741Lake Oswego, OR 97034
888.898.0062 [email protected]
www.cendix.com
CX
mailinglists
3 rd partylists
responselists
CRM
DMportal
query verify commit fulfillsnap-in
response micro-site
DMresponse
electronic orpack & ship
capturelead
list manager
printmailtrack
controlpanels
automated
Webresponse
(public Internet)
Homeowner
telephoneresponse
intelligent mail
underwrit ing& funding
leadnurtur ing
Mortgage Marketing & Lead Generation System
video survey landing TBD TBD
Loan Officer
PBX
Select FeaturesSubmit Orders- eCommerce- purchase order- corporate accountManage Responses- capture voice responses- PURL’s & micro-sites- track response ratesStore Documents- multiple formats- multiple versions- production/non-productionCreate Documents- custom upload (Word/PDF)- template driven- online editingManage Lists- import, export, sort, de-dup- merge, compare, search- do not mail (master)Purchase Lists- TransUnion- Acxiom/D&B- custom sourcesTrack Product ion- processed- printed- mailedTrack History- order details- production files- duplicate receiptsIntegrate Externally- manufacturing- accounting- CRM
call reporting