Mastering Mortgage Marketing Technology in 30 Minutes Each Day
The past year has presented as many opportunities as challenges for the world of mortgage origination, but the need for the industry to take an even greater shift into the digital landscape and explore new mortgage marketing technology comes as news to no one. cations, POS systems, CRMs, CDPs, lead generation tools and digital marketing adoption require full immersion into training, however. With some loan officers struggling to handle the influx of refinance applications all while providing excellent customer care to homebuyers, it can seem like there aren’t enough hours in the day — even if there weren’t multiple new mortgage marketing technologies to master.
Mortgage marketing technology in the mortgage space creates automation for mundane tasks and offers the homebuyer a more streamlined experience, but it also requires the originator to truly understand the meeting place between human connection and the need for good tech. The truth is that on virtually every originator’s desk right now sits a legal pad full of handwritten notes about each buyer, and the buyer’s cell phone number remains their most important tool. But there is a world of business building that can be achieved by using advanced marketing, simpler applications and mobile technology if time can be made to learn their basic functionality.
How can a loan officer keep up? It’s easy to suggest time blocking 30 minutes for tech each day, but it’s harder to figure out where that half hour can be budgeted. If adapting to the digital landscape is a priority, consider using the following tools:
- Don’t panic. Of course, that’s easier said than done. Tech is hard. It’s often confusing, even for those in your company with a clear understanding of the benefits. Take it slow and ask a lot of questions.
- Give yourself 30 minutes per day to look through your tech stack. For most mortgage originators, that will include Encompass, a CRM, online lead gen and a mobile application tool. Scheduling or time blocking just a half hour to stay on top of tech will put you ahead of the game.
- Don’t be tempted to put out fires. There are always going to be distractions but try to keep focused. Turn your email and phone off and just concentrate on the task at hand.
- Use the resources. Most mortgage marketing technology companies will have plenty of training on their website for basic functionality. Master the intro videos first. If you don’t have a product owner in your own company who can answer questions, reach out to the tech company to schedule a training with the support team.
- Team up with your branch or colleagues. Working together makes a difference. Even though many people are working from home right now, create a Zoom meeting to tackle one piece of the platform at a time. If it’s your CRM, first learn what the system does and then learn what it offers before beginning to customize things to work best for you.
- Keep going. It will be overwhelming but you are soon going to have a much better understanding of each platform. Dedicate yourself to learning one platform at a time but be consistent with your 30 minutes by learning more.
- Show your success. If you can lead by example and see the rewards of using a platform, empower others to do the same with your words and actions.
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Mortgage sales are undergoing a digital revolution; Mortgage Martech expert Kelly Yale shares over a decade of experience with releasing her groundbreaking book, "Mastering Mortgage Marketing." This visionary guide is set to redefine how professionals approach mortgage marketing, offering insights into cutting-edge strategies, platforms, and technologies shaping its future. Yale's book is a must-read for seasoned marketing professionals and newcomers, offering a comprehensive exploration of the evolving mortgage marketing landscape. As traditional sales and marketing methods are disrupted, "Mastering Mortgage Marketing" unveils a thrilling ride where technology, creativity, and customer-centric approaches converge to set new standards. One of the book's key highlights is its deep dive into the role of Artificial Intelligence (AI) in mortgage marketing. Readers will discover how AI harnesses the power of data analytics, predictive analytics, and automation to provide unparalleled insights, forecast trends, automate tasks, and personalize marketing campaigns. The book explores the game-changing efficiency, targeted reach, and enhanced customer satisfaction that AI brings to the forefront of mortgage marketing. Moreover, "Mastering Mortgage Marketing" sheds light on the pivotal role of a modern Mortgage Chief Marketing Officer (CMO) in the current lending environment. Yale delves into the traits that define an industry-leading CMO, including strategic thinking, data analysis, digital proficiency, customer orientation, leadership, innovation, communication skills, and ethical understanding. The book uncovers how adept CMOs manage budgets, build and maintain national brands, implement project management, and embrace adaptability in the ever-evolving industry. This guide provides strategies to align mortgage companies with technology and modern branding and addresses the challenges faced by modern CMOs or marketing leaders with creative and strategic solutions. It sets the tone for a transformative year that redefines the needs of loan officers and offers tactical ways to move the needle, effectively vetting marketing leaders. "Mastering Mortgage Marketing" is not just a book; it's a roadmap to navigate the future of mortgage marketing with innovation and strategic prowess. Kelly Yale's expertise and insights promise to equip professionals with the knowledge and tools needed to lead in an industry that is continually evolving. Kelly Yale is a renowned Mortgage Martech expert and a co-owner of Mortgage Pilots. With a passion for innovation and a commitment to the customer experience, Yale brings a fresh perspective to the industry, making her a sought-after thought leader.
In today's video, we're unraveling the importance of memorable taglines in the mortgage industry and how they play a pivotal role in building a brand that resonates with homebuyers. Whether you're a mortgage broker, real estate professional, or marketing enthusiast, this video is your key to unlocking the transformative power of a well-crafted mortgage tagline. Key Insights Covered: 1. Trust and Credibility: Explore how a compelling tagline reinforces trust and credibility, crucial in the mortgage industry. 2. Emotional Connection: Discover how taglines can create an emotional connection with homebuyers, making your brand memorable. 3. Brand Recall: Learn the art of crafting taglines that ensure your mortgage brand stays top-of-mind during the homebuying journey. 4. Competitive Edge: Understand how a unique and impactful tagline differentiates your mortgage brand in a competitive market. 5. Values Communication: Delve into the role of taglines in effectively communicating your mortgage brand's values and commitment to clients. 6. Consistency Across Channels: Explore the importance of maintaining tagline consistency across all mortgage marketing channels for maximum impact. 7. Building Confidence: Uncover how a well-crafted tagline can instill confidence in potential homebuyers, influencing their mortgage decisions. 8. Encapsulating Expertise: Learn how taglines can succinctly convey your mortgage brand's expertise and commitment to client success. Whether you're a mortgage professional looking to enhance your brand messaging or a marketing enthusiast entering the mortgage industry, this video provides actionable insights into the importance of crafting taglines that leave a lasting impression on homebuyers. Ready to elevate your mortgage brand with a tagline that resonates? Hit play now and join us on a journey to discover the transformative power of crafting taglines that not only capture attention but become synonymous with your mortgage brand identity.
In this insightful video with Kelly Yale, we unravel the significance of having a memorable mortgage logo in building an influential and recognizable brand. Whether you're a broker, a loan officer, or a mortgage marketing professional, understanding the impact of a well-crafted logo is crucial to your brand's success. Key Takeaways: • 1. Visual Identity: Explore how a memorable logo forms the cornerstone of your brand's visual identity. • 2. First Impressions: Learn why a well-designed logo is often your audience's first point of contact, shaping their initial perception. • 3. Brand Recognition: Delve into the psychology of brand recognition and how a distinctive logo aids in creating a lasting memory. • 4. Communicating Values: Understand how logos visually represent your brand's values, ethos, and personality. • 5. Differentiation: Discover how a unique and memorable logo sets your brand apart in a saturated market. • 6. Versatility: Explore the importance of a versatile logo that adapts seamlessly across various platforms and mediums. • 7. Building Trust: Learn how a well-established logo builds trust and credibility with your audience. • 8. Long-Term Branding: Uncover the enduring impact of a timeless logo on your brand's longevity and relevance. Whether you're a startup looking to create a brand identity or an established business considering a logo redesign, this video is your guide to understanding why investing in a memorable logo is a strategic move for brand success. Ready to unlock the secrets of a memorable logo and elevate your brand's visual identity? We can help!