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The Workplace Mortgage Benefit Program SM is a turnkey system of marketing materials designed by loan officers who build their business by approaching small to mid sized companies and offering their mortgage services to the employees of those local companies as a cost free benefit. After years of successfully generating loans this way, industry leader, Barry Habib encouraged us to put together a comprehensive package that other Loan Officers could use to market with. Today, this marketing tool has successfully generated thousands of loans for hundreds of loan officers all across the country.
CUSTOM PACKAGE $695 The Custom Package is our original product created for an individual loan officer to market their mortgage services to local employers. Whit this package you will receive a printed version of our step-by-step workbook and a CD with all your personalized print ready materials produced by our professional graphics department. In addition, you will receive the following additional marketing pieces as a bonus:
table
tent graphics, A
Frame graphics, 1
HR newsletter ad, 1
Employee Newsletter Ad, and courtesy
labels. Click on the customization requirements to see how we
personalize your custom package.
TEAM PACKAGE $695 The Team Package was designed for loan officers who market themselves as a team and is branded with the team name. This package includes all the items in the Custom Package.
REFERRAL PARTNERS PACKAGE $795 The Referral Partners Package is designed for loan officers who are partnering up with other professional service providers to offer a bundled service proposition. Most commonly your partner is a Real Estate Agent, Financial Planner, Attorney, Insurance Agent, CPA or anyone else you have partnered up with to develop business. This package also includes all the items in the Custom Package but each partner is allowed space for 2 unique selling propositions, 2 brief About Your Company paragraphs, both companies Logos & pictures. (view the Customization Requirements for formatting)
BRANCH PACKAGE $995 The Branch Package was created for offices that wanted the flexibility to have up to 10 Loan Officers marketing the program and includes 10 printed workbooks. This package is customized with the branches contact info and has turned out to be extremely popular and cost effective way to provide several loan officers in the branch a great marketing tool.
ENTERPRISE VERSION The Enterprise Version provides an entire mortgage company with this winning strategy. Special considerations are placed on look & feel integrate our product as an extension of existing branding. Call 303-447-6888 for details. |
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