• Marketing Content

• E-Mail Marketing

• Drip Campaigns

• Sue Woodard Content

• Mortgage Market Guide

Sue Woodard's CONTACT! Marketing Pack

You know that a referral based practice is one of the most successful, time efficient ways to guarantee future success in the origination business. But as with any other business, it requires the right tools and skills in order to successfully begin, grow, and maintain the relationships that will guarantee that future success. Sue Woodard's CONTACT! provides the methods and processes that will help to add extraordinary value to each contact and transaction... in order to both maximize your time and profits, and to set the stage to ask for and expect to get repeat business and ongoing referrals - ensuring your business into the future.

View a list of documents and sample marketing content

Managing Prospects

For prospects, CONTACT! Marketing Pack Pack includes a series of prospective client letters with interesting home financing information, designed to prompt them to call you to learn more, or to give you a referral to a business partner, increase your recognition, and position you as their trusted advisor.

First Time Clients

For clients who are just beginning the loan process with you, CONTACT! Marketing Pack provides a series of proactive letters that keep your client and their agents informed during the home loan transaction.

Stay in Contact After Closing

To stay in touch after closing, the CONTACT! Marketing Pack includes content packed letters designed to keep you in front of your past clients and generate referrals. These letters also cross market many in your network of business partners such as financial planners, CPA's, attorneys, etc. This section includes post closing surveys for feedback after closing and a letter preparing you to send a copy of the HUD 1 to your client in January.

Contact Marketing Pack Extras

The CONTACT! Marketing Pack also contains many extras including letters to keep agents informed during and after the loan process; letters to cross market many different types of business partners; letters to help you gain referable leads for your network of relationship partners... PLUS the checklists and approval letters Sue has developed and uses within her own business... PLUS a customizable personal brochure!

Description of Documents

Prospects - The first phase of letters is designed to be used before an actual loan transaction even begins, or at the point of initial client contact. The CONTACT! Market Pack includes a series of letters strategically designed to be appropriate and informative for many different types of home financing. They are also fairly brief, so the client gets a specific piece of knowledge along with your contact information, but is not overwhelmed by too much text. Each letter asks the prospective client to contact you if they would like further information and also asks for referrals. As an additional benefit, several of the letters also talk about specific information that is designed to prompt the client to call you for a referral to a real estate agent, tax professional, financial planner, etc.

Beginning the Loan Process - The content used during the loan transaction is designed to provide information to your client and real estate agents that will proactively address the questions, concerns and stresses that can arise. As a bonus - it also includes letters to solicit additional business from the seller, assist you in establishing a relationship with the listing agent, and provide an opportunity to share your services with other prospects in the client's place of business.

During a Purchase 

• Thank you letter with some general mortgage reminders to the buyers.
• A letter to the seller to solicit their potential business.
• A letter to the listing and selling agents to let them know the file is in process.
• A midpoint letter to the buyers with a few reminders and a referral to your preferred insurance source.
• A pre-closing letter to the buyers to prepare them for closing.
• A "Congratulations on Your Closing" letter to the buyer and first payment information.
• A client survey soliciting a contact name of a Human Resource contact if you'd like to pursue a corporate plan with their employer.
• A follow up letter to both the listing and selling real estate agents.
• A letter you will have prepared in advance in order to send the client a copy of their HUD-1 settlement statement in January, right in time for taxes.

During a Refinance

• Thank you letter with some general mortgage reminders to the borrowers.
• A midpoint letter to the borrowers with a few reminders and a referral to your preferred insurance source.
• A pre-closing letter to the borrowers to prepare them for closing.
• A congratulations/thank you letter to the borrowers and first payment information.
• A client survey soliciting a contact name of a HR contact, if you'd like to pursue a corporate plan with their employer.
• A letter you will have prepared in advance in order to send the client a copy of their HUD-1 settlement statement in January, right in time for taxes.

After Closing - To stay in touch with your clients after a loan has closed, the CONTACT! Marketing Pack includes 24 ready to go letters that are designed to provide your past clients with information on a variety of financial and home related topics, ask for referrals, and encourage your clients to call you for more information or a referral to one of your business partners. The goal is to increase repeat and referral business for you and your business partners and the strategy is to keep your name in front of your contact database on a consistent basis.

Bonus Content - The miscellaneous section of the CONTACT! Marketing Pack includes file checklists, approval letters, and pre-approval info sheets plus a personal brochure template that can be used "as is" or further customized if you prefer.

Price: $190.00 New Year Special Pricing: $99
(one time fee, per user. Multiuser discounts available and free to Mortgage Market Guide members)