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

YouTube

Free

Access and share hundreds of educational and engaging videos on dozens of mortgage and homebuyer topics.

Vidyard

$50/month

Create and send personalized 1-to-1 videos — or customize with personal branding our existing video library.

Canva

Free

Access to the Enterprise Canva account to create your own custom marketing materials.

Open Mortgage Team

Free

On-demand library or pre-written, but customizable presentation decks on numerous topics.

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.

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 available through our “One Click Away” menu on the Marketing page in CORE.

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.

Learn more about Marketing Made Easy on the Marketing Page in CORE, or email marketing@openmortgage.com for support.

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