Marketing Made Easy
Be seen.
Be known.
Be trusted.
At Open Mortgage, we put the local retail Loan Officer at the center of all our marketing investments. Marketing Made Easy establishes you as the most recognized, connected, trusted adviser in the markets you serve. Open Mortgage marketing is:
- Easy to access
- Quick to learn
- Impactful to your local business
Marketing Essentials
Best-practice, done-for-you, marketing support for your business.
ITEM
PARTNER
LO COST
NOTES
Website
Open Mortgage Team
Free
Each Open originator is provided a search-optimized, lead-funnel website.
Reputation Management
Reach 150
Free
Solicit customer feedback and reviews that will boost your reputation and search success online.
Social Media
Total Expert
Free
Link your Facebook Business Page and LinkedIn pages to publish educational and engaging content from our content library.
CRM
Total Expert
Free
Upload your database to our enterprise-supported and LOS-integrated CRM to ensure the right actions are happening at the right time for your pipeline and referral network.
Lead Nurturing
Total Expert
Free
Educational content designed to nurture leads is fully automated from your CRM to keep pushing prospects down the funnel.
Top of Mind Retention Newsletters
Total Expert
Free
Fully automated monthly newsletters to referral partners and past clients, plus holiday, birthday, and annual check-in emails to your database.
Milestone Emails
Total Expert
Free
Alert your borrowers and agents of each milestone in the loan process. Fully automated.
Brand Basics
Open Mortgage Team
Free
Signage, logos, and basic branding needs are all provided.
Marketing Essentials are activated with marketing team assistance as a required step of the onboarding process.
Marketing Resources
Library of optional resources available to you on-demand.
ITEM
PARTNER
LO COST
NOTES
Video Library
YouTube
Free
Access and share hundreds of educational and engaging videos on dozens of mortgage and homebuyer topics.
Personalized Video
Vidyard
$50/month
Create and send personalized 1-to-1 videos — or customize with personal branding our existing video library.
Graphics & Video Platform
Canva
Free
Access to the Enterprise Canva account to create your own custom marketing materials.
Educational Presentations
Open Mortgage Team
Free
On-demand library or pre-written, but customizable presentation decks on numerous topics.
CE School
Dexterity
Free
Become a certified instructor for continuing education courses. Offered to Realtors and Financial planners.
Agent Co-Marketing
Total Expert
Free
Brand yourself alongside agents on open house sites and flyers, listing and educational materials.
Print Marketing
Total Expert
Local printing fees
On-demand library of print collateral including, flyers, brochures, mailers, and more. Co-branding available.
Business Cards
Total Expert
Local printing fees
Yes, people still use business cards.
Events & Branding Support
Open Mortgage Team
Local printing fees
Leverage our library of tradeshow, event, and other custom branding to support your next local opportunity.
Marketing Resources are just “One Click Away” for Open Mortgage Loan Officers.
Marketing Campaigns
Quarterly, LO-inspired marketing focus to help drive activity and support your local efforts.
ITEM
PARTNER
LO COST
NOTES
Email Marketing
Total Expert
Free
Send automated campaigns with the appropriate contracts enrolled.
Video Scripts
Open Mortgage Team
Free
Make your own social media videos using pre-written scripts and prompts.
Marketing Calendar
Open Mortgage Team
Free
Plan your marketing with a calendar that shows you what to do and when to do it.
Digital Event Support
Open Mortgage Team
Free
Invite prospects to attend webinars and presentations developed and delivered with corporate support.
Other
Open Mortgage Team
Varies
Campaigns may include contests, giveaways, gifts, event ideas, etc.
Marketing Campaigns are offered quarterly or seasonally based on market opportunities.
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