LeadMiner™ Reverse Mortgage go green

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Shared by: NatePotter
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3
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not rated
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posted:
9/10/2009
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English
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For those new to direct mail, writing copy, choosing attributes, acquiring mailing list, printing and mailing, can be a daunting process. Lack of experience often leads to low response rates and discontinuation of campaigns, to the detriment of both agent and company. Centralizing campaign creation will resolve these concerns, lead to a higher response, conversion rates and the continuation of campaigns benefiting both agents and companies. The service can be used to attract and retain agents. With a slight increase in fees for lead and printing/mailing costs, as well a fee for campaign creation, this service can be turned into a profit center or made cost neutral Centralize your marketing with a Service Provider License Powerfully advanced lead generation and management platform LeadMiner™ Reverse Mortgage • Increase prospect response rates • Active Clients Service Provider Options Create sophisticated, fully personalized mail-pieces Decrease marketing costs Create new accounts for your clients. Once account is created highlight name and use LeadMiner Dashboard to choose and create campaigns for selected client Rename Clients Create or change client email addresses • Manage leads and campaigns • Use analytical tools to increase future response based on past performance Direct mail is very effective but does require somewhat of a learning curve. Many campaigns are started by those new to direct mail but abandoned due to the complexities involved. LeadMiner makes it easy, to create and manage campaigns, by offering the user a simple yet sophisticated marketing tool to best utilize resources and opportunities LeadMiner™ Dashboard Use LeadMiner’s marketing platform to create sophisticated mailpireces by using: View accounting records of clients Archive client accounts as needed • Prospect data, either imported or Archived Clients Restore archived clients into active status acquired, to create campaign mailpieces that are fully tailored to recipients • Micro targeting and mass personaliza• Common Tasks Change lead and printing costs. Add fees tion tools to increase campaign response rates Up to 90 mail mergable, dynamic personalization fields, rather then the 6-8 static fields typically offered, to create fully personalized letters and emails Generate invoices for email or print • ADDITIONAL FEATURES Campaign spreadsheet tool to weed out marginal prospects, prior to printing, and cut costs • Setup as many accounts as you can handle • Easily switch between accounts • A separate industry library for each account • A separate header and footer file for each account • A separate image library for each account • Reminder calendar • After creating a campaign, use Export Button on LeadMiner Dashboard to email campaign data and details to agents • Analytics to compare and improve campaign results Microtargeting and mass personalization dramatically increase both response and conversion rates 5 to 10 times with much fewer mailings (BANTA CORPORATION WHITE PAPER 2/2004) • Notes and reminder tools to help manage leads and campaigns • Analytics to incrementally improve results • Built-in calculators to create personalized, relevant HECM reverse mortgage scenarios for thousands of prospects at once Generic Low-Level Targeting and Static Mailers Production costs Response rate Conversion rate Revenue model. Production costs as % of revenue ROI Profit 5,000 pieces @ $.50 each = $2,500 1% = 50 prospects 4% = 2 clients 2 @ $2,000 average sale = $4,000 63% Cost per response = $12,500 $1,500 LeadMiner Micro Targeting and Mass Personalization 1.000 pieces @ $1.00 each = $1,000 2%= 20 prospects 20% = 4 clients 4 @ $2,000 average sale = $8,000 12.5% Cost per response = $250 $7,000 Choose the LeadMiner™ marketing platform license that best fits your marketing needs: go green LeadMiner™offers a targeted green alternative to mass mailings. Saving trees and resources by limiting mailings only to prequalified recipients. We use only recycled paper • • • Single: Independent contractor agents Group: Sub-licensees can create campaigns, Master licensee controls content Service Provider: Campaigns and templates created for agents (Details on back page) Tools to help increase response rates and tools to decrease marketing expenses • • • • Microtargeting allows you to create profiles of ideal candidates Mass personalization helps you to reach out relevantly to prospects, establish credibility, and achieve higher conversion rates Analytics helps ascertain past performance and increase future response rates Spreadsheet tool helps you weed out marginal prospects, saving 20% or more in printing and mailing costs For more information or to schedule an online presentation, please call us at 877-994-8100 Visit www.gocampaigns.com Choose area, nationwide and attributes to create the profile of your ideal prospect. Data will be acquired through a direct link with our data supplier. Selection screen attributes vary depending upon campaign chosen Use the CRM to manage prospects, create emails, letters and postcards. CRM’s are industry specific. This CRM screen shows the fields preselected for a reverse mortgage campaign. It can be modified by adding or deleting fields and records Editor offers all the features needed to either modify or create new letters, postcards, emails, envelopes, headers and footers. Data is simultaneously inserted into both email and mail templates. Tables and images can be inserted and edited. Mail-merge up to 90 available, fields, and dynamic fields, to insert in to templates available to personalize. Once satisfied with your completed mailpiece, use the print an mail button on our Dashboard to transmit campaign to our print and mail fulfillment partner. Follow the prompts and detail any mailing instructions and your mailpiece will be on it’s way to your prospects Reverse mortgage finance library has a built in calculator to create HECM and Private loan scenarios Campaign spreadsheet tool. Flag and segregate marginal-benefit prospects, saving money on printing and mailing. Divide a campaign into a number of smaller campaigns. Columns are sortable and maneuverable. Data can be viewed in ascending and descending order Reverse mortgage debt is based on demographic data and reverse mortgage FICO is credit based. Data acquired is a combination real estate, demographic, public record, behavioral and psychographic data Reverse Mortgage Campaigns Use Attribute Selection screen to pre qualify prospects by: Age, Loan to Value, Estimated revolving debt, Market Value, Gender, Marital Status, State, County, Zip and Zip Range Reverse Mortgage Debt FICO based Attribute Selection screen will allow you to pre qualify prospects using: Age, Loan to Value, Actual revolving debt, Market Value, FICO Score, 1st Mortgage, 2nd Mortgage, Marital Status, Gender, State, County, Zip and Zip Range A reverse loan analysis, based on age, county of residence, current home value and mortgage. A table highlighting details of up to three loan, show principal limits, interest rate, credit line, Lifetime tenure and payout payments recipients can qualify for. Reverse Mortgage FICO Use the Attribute Selection screen to pre qualify prospects: Age, Loan to Value, Estimated revolving debt, Market Value, Credit Risk, Marital Status, Gender, State, County, Zip and Zip Range Equity Key Apply/Reapply offers multiple ways to match properties to prospect based on eligibility Increase agent sales and decrease marketing expenses by: • Targeting and qualifying prospects by income, credit risk, market value of current home and other attributes • View, sort and select only eligible prospects, saving on printing/mailing costs • Match the right product and service to the right prospect based on their financial and credit profile • Create in minutes mass personalized print and email campaigns, offering detailed product information and property images • Gain agent and company credibility and success by providing prospects relevant, personalized information A reverse loan analysis, based on age, county of residence, current home value and mortgage. A table highlighting details of up to three loan, show principal limits, interest rates, credit line, Lifetime tenure and payout payments recipient can qualify for. Finished Mailpieces will offer recipients: Information about Equity Key, it’s equity sharing details and it’s benefits. A calculation of each prospect’s cash advance based on their approximate home value, age, and marital status

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