Name of presentation - CREF Marketingcrefmarketing.com/Resources/Q4-2019-MediaKit.pdf ·...

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CREFMarketing Broker / Lender Media Kit - Commercial Mortgage Lead Program

Transcript of Name of presentation - CREF Marketingcrefmarketing.com/Resources/Q4-2019-MediaKit.pdf ·...

Page 1: Name of presentation - CREF Marketingcrefmarketing.com/Resources/Q4-2019-MediaKit.pdf · Pay-per-click, Banner, Direct Mail, Internet Leads and Print Ads can be an expensive proposition

CREFMarketing Broker / Lender Media Kit - Commercial Mortgage Lead Program

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Broker / Lender Commercial Lead Program

FIRST - Let‘s Answer The Most Important Question... Why Choose Us ? THE BEST COMMERCIAL MORTGAGE LEAD MODEL IN THE U.S. ! THAT‘S WHY... 1) Exclusive - If You See it, No one Has Taken it, If You Take it, No One Will See It ! 2) Phone Verified – If We Don‘t Speak To Them, You‘ll Never See It 3) Returnable - For No Contact or If Borrower Signs Elsewhere 4) Guaranteed - 2 Deals Closed or Your Money Back! PERIOD. 5) No Additional Fees – Keep 100% of Your Commission 6) No Contracts - Renew As Needed 7) No Time Frames - Move At Your Own Pace – Cherry Pick As Needed. 8) Directory Listing Exposure – Level 3 & 4 Clients Enjoy Inbound Calls, Emails From Realtors, CPAs /

Asset Managers 9) Outbound Marketing - Send Your Custom Message Monthly to Our Network of CRE Professionals FOUR AFFORDABLE PROGRAMS TO CHOOSE FROM !

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Compare Options and Decide

Pay-per-click, Banner, Direct Mail, Internet Leads and Print Ads can be an expensive proposition for the mere chance your ad will cause the reader to click / visit your site or call. If they don’t initiate contact you’ll never know who viewed your ad or what loan scenario they needed help with. In addition you’re often faced with vetting deals from inquiries not matching your underwriting guidelines instead of focusing your time on targeted deals you can close.. What Do You Really Get for Your Money with these types of Ads? Branding and some level of contact if the ad inspires the reader to make contact but not targeted deal flow you can control. This type of advertising has it’s benefits but requires significant cost and lead time with no second chances if the ad doesn’t pull.

Today’s Market Changes in Seconds Not Weeks!

Full Mix Based System - .All Leads Are Referred by members of our network in conjunction with a full marketing mix, then phone verified before being loaded. Exclusive Commercial Mortgage Leads – Each Loan Request Has A Default download of (1). Filtered Deal Flow – Free Filters to Help You Target The Deals You Know You Can Close. Change Any Time. Returnable – If You Can’t Contact The Borrower or They Sign Elsewhere. Closed Deals Guarantee – If You Don’t Closed At Least 2 Deals when all leads are depleted from your account a full refund will issue upon request.

There’s A Better Way

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MORE ...Tools and Resources To Ensure Your Success

• DOWNLOAD IN ANY ONE OF 3 FORMATS - Excel, CSV or HTML • OWNER / DEVELOPER DB ACCESS - Target & Download From Thousands Based on Your Needs • LENDER SEARCH - Search Over 4200 CRE Funding Sources to Find Funding for Any Loan • SALES TOOLS / MATERIALS - Phone Scripts, Sales Materials, Scripts, Sample Excel Spreadsheets • COMBO ACCOUNTS - Download Both Direct to Borrower and Broker Referred CRE Requests • INBOUND CONTACT - Your Directory Listing – Searched Over 500,000x Monthly Industry Professionals • BE FOUND 1st - with Preferred Placement – Your Directory Listing in the Number 1 or 2 Position • BUILD YOUR BRAND - Monthly Marketing Email Campaign – (Level 3 & 4) – to All Network Members • MARKETING METRICS - Clicks / Impressions Statistical Data so You Can Monitor Performance

We Make Your Team More Competitive, Maximizing Opportunity by Giving You Access to Exclusive Commercial Mortgage Requests Referred by Other CRE Professionals and Filtered to Your Needs.

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Broker / Lender Commercial Lead Program

The CRE Lending Market Has Improved Dramatically Lending Guidelines Have Loosened. LTV Averages Are Down, DSCR Up, Delinquencies Decreasing. All good signs looking forward. CURRENTLY (Q3-2019) – (source – mbaa.org) * Over 4.1 Trillion in Oustanding CRE Debt with 2.7 Trillion Due to Mature in The Next 24 – 36 Months. * Over 90 Billion in CRE Debt Due to Mature by January, 2021 * Median Adjusted Loan-to-Value Ratios remained at 58%. * Median Debt Service Coverage Ratios holding at 1.47 * Fed Cut Rates in Q3 – Creates Stability and in The Market * Median Estimated Yields at 4.1 percent. * Originators Expect The CRE Lending Market to Grow at a Strong Pace Through 2020 * 2/3 of Lenders/Brokers Polled (68 percent) Expect CRE Originations to increase 5% plus in 2020 * (75%) Expect Their Own Originations to Increase by 5% Plus in 2020 Maximize Opportunity by Working With Exclusive Commercial Mortgage Requests Referred by Other CRE Professionals and Filtered to Your Needs.

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Filter Screen

Set Your Filters To Target Deals You Know You Can Close. Change Any Time at No Cost

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Sample Lead Alert – Sent Via Email

Dear ____, New leads have just been uploaded matching your current preferences. Please log in Now to view and download. Login to your account * This email was automatically generated by our system. Please do not respond to this email. If you have any questions are concerns, please direct those inquiries to our Customer Care team by using our Help Desk.

When leads matching your filters are loaded, our system sends you a “lead alert” notifying you there are new opportunities available. You click the link in this email, log into your account and cherry pick the deals you want.

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View Available Leads Screen Once Logged In, Click “Search Available Leads” to view the screen below. Sort Further by Ascending or Descending Values by clicking the up or down arrows at the top of the first 5 columns. To Choose the leads you want, Click “Get” and then “checkout”. It’s That Simple!

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Turn Your “Lead” Account Into A Powerful Marketing Bundle

4 AFFORDABLE PROGRAMS TO CHOOSE FROM: Levels 1 & 2 Are Essentially Lead Buys with The Cost Per Lead Dropping as You Go Up in Levels. Levels 3 or 4 Feature The Lowest Cost Per Exclusive Lead Along with Your Custom Directory Listing (SAMPLE) Exposing Your Firm to More Than Half a Million Searches Done Monthly PLUS – Access to Our Property Owner Database and Outbound Marketing Capability Where You Can Send Your Custom Message to The Entire Network Each Month Building More Relationships and Inbound Contact. Your Directory Listing Is Searchable by all other segments (Particularly CRE Realtors, Title Reps, CPAs and Asset Managers). They find you by doing a targeted search using 10 fields specific to the needs of any CRE loan. No Time Wasted on Deals Not Fitting What You Can Underwrite.

Receive Inbound Calls and Emails. From Realtors, CPAs / Asset Mgrs and Others Who Searched Our System to Finding a Funding Source for A Client . You Get The Deal AND The Relationship in Real Time ! Details / Samples on Next Few Screens

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Level 4 – Your Listing Shown in Google-esk Search Results With “Preferred Placement”

Preferred Placement Creates Inbound Contact: Level 4 Clients Enjoy “preferred-placement” placing your Listing at The top of any search result generated by a CRE loan request matching your filters. Your Listing appears at the top in the blue shaded area. When a network member (Realtor, CPA, Asset Mgr) searches for funding they see your listing with tag line and click to access your site.(see next screen for sample) Don’t Pay for Marketing / Lead Generation You Hope Works, Invest in Advertising You Know Will Work!

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Level 3 & 4 - Your Custom Directory Listing Builds Relationships

Your Directory Listing tells other network members all They need to know about your firm, it’s capabilities and the types of loans you are able to fund. Up to 750 characters for your Bio / Offers section with Your URL Clickable allowing the viewer to open your Site in a separate window. You Can Change Anything about your listing Anytime and Those Changes Will Be Published Instantly. No 6 – 10 week lead time Needed as in print and other advertising venues.

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Level 1 – Build A Strong Commercial Pipeline • Exclusive - Referred Commercial Mortgage / Business Loan and or Modification / Distressed Leads

* Email Notification to Borrower - Notifying Them Your Firm Will Be Contacting Them (Email Shows Your Company Name, Address and Phone Number) – NOTE: Customizable on Level 3 & 4 * Return - For No Answer or if Borrower Signs Elsewhere * Phone Verified Prior to Being Loaded – If We Don’t Speak to The Borrower, You’ll Never See It * Referred - All CRE Loan Requests Are Referred by Realtors, Title Reps, Asset Managers etc.. * Custom Filters - Target (states, ltv, ln amount, Credit, Ln / Prop Type etc..) – Change Any Time * Wholesale Lender Search - Pension, Life, REIT, Hedge, Private Equity, CRE Wholesale Lenders (You Can Search For Funding Sources Using up to 10 Specifics of Any Loan Scenario)

Level 2 – All of L1 + Custom Email Marketing Tool Added • Exclusive Referred Commercial Mortgage and or Modification / Distressed Leads

* Custom Email Marketing Tool – Your Custom Message Sent to Each Downloaded Lead Notifying them Your Firm Will Be Contacting Them. * Create in Any HTML Editor With Fonts and Links. CHANGE ANY TIME! Extremely Effective for Getting Your Electronic Foot in The Door Before You Call. * Returns Allowed / Automated for No Answer or if Borrower Signs Elsewhere * Phone Verified Prior to Being Loaded – If We Don’t Speak to The Borrower, You’ll Never See It * Referred CRE / Business Loan Requests - All Referred by Realtors, Title Reps, Asset Managers etc.. * Custom Filters - Target (states, ltv, ln amount, Credit, Ln / Prop Type etc..) – Change Any Time * Wholesale Lender Search – Pension, Life, REIT, Hedge, Private Equity, CRE Wholesale Lenders * Closed Deals Guarantee - 2 Done when leads Depleted or Money Back!

Program Level Details

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Level 3 – Build Deal Flow and New Relationships

* Exclusive Referred Commercial Mortgage and or Modification / Distressed Leads * Custom Email Marketing Tool – Your Custom Message to Each Downloaded Lead Notifying them Your Firm Will Be Contacting Them. Create in Any HTML Editor With Fonts and Links. Extremely Effective for Getting Your Electronic Foot in The Door Before You Call. * Returnable for No Answer or if Borrower Signs Elsewhere * Phone Verified Prior to Being Loaded – If We Don’t Speak to The Borrower, You’ll Never See It * CRE / Business Loan Requets - Referred by Realtors, Title Reps, Asset Managers etc.. * Custom Filters - Target (states, ltv, ln amount, Credit, Ln / Prop Type etc..) – Change Any Time * Wholesale Lender Search – Pension, Life, REIT, Hedge, Private Equity, CRE Wholesale Lenders * Closed Deals Guarantee - 2 Done When Leads Deplete or Money Back * Your Directory Listing - Exposed to 500,000+ Searches Monthly by CRE Professionals * 1,000 Downloads From Our Property Owner Developer Database – (In Addition to Exclusive Leads)

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Level 4 – Deal Flow (Including Inbound) On Steroids

* Exclusive Referred Commercial Leads @ Lowest CPL * Custom Email Marketing Tool – Your Custom Message to Each Downloaded Lead Notifying them Your Firm Will Be Contacting Them. * Returnable for No Answer or if Borrower Signs Elsewhere * Phone Verified – If We Don’t Speak to The Borrower, You’ll Never See It * Referred - All CRE Loan Requests Are Referred by Realtors, Title Reps, Asset Managers etc.. * Custom Filters - Target (states, ltv, ln amount, Credit, Ln / Prop Type etc..) – Change Any Time * Wholesale Lender Search – Pension, Life, REIT, Hedge, Private Equity, CRE Wholesale Lenders * Closed Deals Guarantee - 2 Done When Leads Depleted or Money Back ! * FULL DIRECTORY LISTING (Click For Sample) WITH BIO / LOGO / PROFILE - In Our Proprietary Directory with "Preferred Placement“ placing your listing at the top when searched by CRE Realtors, Title Reps, Asset Managers, CPAs and others using the system to help CRE borrowers find funding. * MONTHLY MARKETING BLAST > Custom Marketing Piece Sent to Realtor, Title, CPA and Financial Advisor base designed by you and changeable at any time. * PROPERTY OWNER DATABASE ACCESS > Download Up to 2,000 from Our Property Owner Database Using a Separate Log in Info and Filters.

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Level 3 & 4 Marketing Tools & Benefits

Directory Listing – Your Listing Can Contain up to 750 characters for Text, Logo, Image, Loan Preference Filters, Contact Info, Website Link Custom Email Marketing – Email Sent to Borrower Upon Download. (L2,3,4) Customizable, Changeable Statistical Reporting – Ad Impressions, Clicks and Deal Flow Generated. Preferred Placement – Your Listing at The Top of Our Search Results when a matching search is done. Branding Tools – Banner Ad Placement on site and auto emails to system users. Monthly Marketing Piece – Level 4 Clients Can Send a Custom Marketing Piece Each Month to The Entire Network to Generate More Relationships and Referrals.

Marketing Tools:

Program Benefits:

• Filtered Deal Flow Delivered in Real Time.

• Exposure to Over 460,000 Industry Partners via Proprietary Search.

• Control Your Marketing Message - Change Anytime and Publish Instantly.

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Getting Started Is Easy

Contact Us:

CREF Marketing Business Development Team: Tel: 1-855-287-8700 Email: [email protected] WEB: CREFMarketing.com