Centralize your marketing with a Service Provider License For those new to direct mail writing copy choosing attributes acquiring mailing list printing and mail by lqr10527

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Reverse Mortgage Calculators document sample

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									                                   Centralize your marketing with a Service Provider License
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 continu-
                                                                                                                                                                                                    LeadMiner™ Reverse Mortgage
ation of campaigns benefiting both agents and companies. The service can be used to attract and retain agents. With a slight                                                           Powerfully advanced lead generation and management platform
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
                                   Active Clients                                                    Service Provider Options
                                                                                                                                             Create sophisticated, fully personalized mail-pieces • Increase prospect response rates • 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
                                                                                                                                             • Manage leads and campaigns • Use analytical tools to increase future response based on past performance.
client
                                                                                                                                                                                                                         LeadMiner™ Dashboard
         Rename Clients
                                                                                                                                                          Campaign Central
          Create or change client email addresses
                                                                                                                                                        Choosing campaigns is made easi-
                                                                                                                                             er by viewing their CRM, editor and templates

          View accounting records of clients
                                                                                                                                                        Initiates campaign prospect selec-
                                                                                                                                             tion screen. Preselected attributes help you
          Archive client accounts as needed
                                                                                                                                             create the profile of the ideal prospect in any
                                                                                                                                             area nationwide. Data is acquired real-time
                                 Archived Clients                                                                                            and placed in CRM

          Restore archived clients into active status
                                                                                                                                                         Import data from other data pro-
                                 Common Tasks                                                                                                viders or from your existing client database

               Change lead and printing costs. Add fees                                                                                                   Campaigns Created

                                                                                                                                                         Initiates CRM (view screen and
              Generate invoices for email or print                                                                                           details of CRM next page)


 ADDITIONAL FEATURES                                                                                                                                    Initiates a direct link to our print
                                                                                                                                             and mail fulfilment partner
 • Setup as many accounts as you can handle
 • Easily switch between accounts
                                                                                                                                                         Export campaigns to other applica-
 • A separate industry library for each account                                                                                              tions via a tab delimited format
 • A separate header and footer file for each account
                                                                                                                                                           View/Edit Libraries
 • 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                                                                                                Common Tasks
 • Analytics to compare and improve campaign results                                                                                                            Built-in calculators
                                                                                                                                                                                                                                                              go green
                                                                                                                                             enable you to offer prospects a variety of                           Retrieve campaigns from our archives
                                                                                                                                             HECM loan scenarios and or other reverse           with a push of a button
                                                                                                                                                                                                                                                          LeadMiner™offers a
                       Microtargeting and mass personalization dramatically increase both response and conversion                            mortgage choices (view screen next page)
                            rates 5 to 10 times with much fewer mailings (BANTA CORPORATION WHITE PAPER 2/2004)                                                                                                                                           targeted green
                                                                                                                                                                                                                    Set calendar to send reminder notices alternative to mass
                                                                                                                                                                                                to yourself                                               mailings. Saving trees
                                               Low-Level Targeting                          Micro Targeting and                                                                                                                                           and resources by
                                                and Static Mailers                          Mass Personalization                                 Tools to help increase response rates                                                                    limiting mailings only to
              Production costs      10,000 pieces @ $.50 each = $5,000            2,500 pieces @ $1.00 each = $2,500                               and tools to decrease expenses                                  Comprehensive, detailed user guide     prequalified recipients.
                                                                                                                                                                                                available at your fingertip                               We use only recycled
              Response rate         1% =100 prospects                             2%= 50 prospects                                                                                                                                                        paper
              Conversion rate       5% = 5 clients                                20% = 10 clients
                                                                                                                                             •   Microtargeting allows you to create profiles
              Revenue model.        5 @ $2,000 average sale = $10,000             10 @ $2,000 average sale = $20,000                         of ideal candidates

              Production costs                           50%                                         12.5%                                   • Mass personalization helps you to reach out Choose the LeadMiner™ marketing platform license that best
              as % of revenue                                                                                                                relevantly to prospects, establish credibility,
                                                                                                                                             and achieve higher conversion rates
                                                                                                                                                                                                fits your marketing needs:
              ROI                   2% x Cost per response = $1,000               8% x Cost per response = $250
                                                                                                                                             •  Analytics helps ascertain past performance
                                                                                                                                                                                                •    Single: Independent contractors & small business owners
              Profit                                    $5,000                                     $17,500                                   and increase future response rates                 •    Group: Sub-licensees can create campaigns, Master licensee
                                                                                                                                             •   Spreadsheet tool helps you weed out                 controls content

    For more information or to schedule an online presentation, please call us at 877-994-8100
                                                                                                                                             marginal prospects, saving 20% or more in          •    Service Provider: Campaigns and templates created for clients (Details
                                                                                                                                             printing and mailing costs                              on back page)
                                 Visit www.gocampaigns.com
Use reverse mortgage screen below to cre-       Use the CRM to manage prospects, create emails, letters and postcards. CRM’s are industry specific. This    Campaign spreadsheet tool. Flag and segregate marginal-benefit prospects, saving money on
ate the profile of your ideal prospect          CRM screen shows the fields preselected for a reverse mortgage campaign. It can be modified by adding       printing and mailing. Divide a campaign into a number of smaller campaigns. Columns are
                                                or deleting fields and records                                                                              sortable and maneuverable. Data can be viewed in ascending and descending order




                                                                                                                                                                      The Template Editor offers you many features including the modification or
                                                                                                                                                                      creation of new templates of letters, postcards, emails, envelopes, headers
                                                                                                                                                                      and footers. Below are a few features available




Reverse mortgage finance library has a built
in calculator to create HECM and Private
reverse mortgage loan scenarios

                                                                                                                           Initiates Editor, choose an
                                                       Access and use built-in calculators to create   existing template or create new template
                                                reverse mortgage loan scenarios


                                                                                                                        Add or delete records
                                                       Use Apply button to place up to 3 reverse
                                                loan options in to CRM and into mailpiece
                                                                                                                       Initiate button to view one or all
                                                                                                       postcards in campaign

                                                       Campaign spreadsheet tool described above
                                                                                                                      Add or delete fields as needed

                                                       Type name to view prospect’s data page
                                                                                                                     Initiate button to view one or all
                                                                                                       letters in campaign
                                                             Modify fields and apply to one or all
                                                records in CRM
                                                                                                                    Initiate button to view one or all
 Apply/Reapply button offers multiple ways                                                             emails in campaign
                                                                                                                                                                                 Choose from dropdown of up to
 match property to prospect based on                             Keep notes on prospect activity                                                                      90 insertable fields, & tags to personalize
 eligibility
                                                                                                                                                                      every mailpiece
                                                                                                                Prospect information in printout format

                                                                 Change data and use recalculate
                                                button to make changes to one or all records                                                                                     Import images and insert tables

                                               Increase agent sales and decrease marketing expenses by:
                                               • Targeting and qualifying prospects by income, credit risk, market value of current home and other                                                                    After inserting a table, use
                                                                                                                                                                                 Insert or delete additional pages    the table actions (highlighted
                                               attributes
                                                                                                                                                                                                                      above) to modify an existing
                                               • View, sort and select only eligible prospects, saving on printing/mailing costs
                                                                                                                                                                                                                      table.
                                               • Match the right product and service to the right prospect based on their financial and credit profile                        When modifying or creating a
                                                                                                                                                                                                                      After importing an image, use
                                               • Create in minutes mass personalized print and email campaigns, offering detailed product information and             template, preview button populates tags
                                                                                                                                                                                                                      above table to edit, resize,
                                               property images                                                                                                                                                        modify or remove images
                                               • Gain agent and company credibility and success by providing prospects relevant, personalized information                      Initiate button to view mailpiece in
                                                                                                                                                                      PDF format

								
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