BROKERBASE: AUTOMATED MARKETING PROGRAM

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1 THANK YOU WITH REFERRAL REQUEST A thank-you for your business , including a referral request link Deal must have been triggered for BAMP within 4 days after the Interest adjustment date. Agent must be current Verico member. 5 days after the interest adjustment date (assuming the deal has been triggered for BAMP by 4 days after the interest adjustment date). 10

2 SURVEY WITH REFERRAL REQUEST A second thank-you for your business , including a survey request link and a referral request link Deal must have been triggered for BAMP within 6 days after the Interest adjustment date. Agent must be current Verico member. 7 days after the interest adjustment date (assuming the deal has been triggered for BAMP by 6 days after the interest adjustment date). 11

3 HAPPY BIRTHDAY A Happy Birthday for your client on their birthday. Includes the name of the brokerage. Birthdate must have been provided. If firm has a Verico Dynamics account, it will be sent by BAMP if BrokerBase is set as the personal marketing preference (pg. 4). (Verico Dynamics has priority for non-mortgage marketing.) Agent must be current Verico member. On the day of the client s birthday Birthday s will only be sent during the life of the mortgage. 12

4 ANNIVERSARY OF MORTGAGE A Happy Anniversary on the anniversary of the mortgage, based on maturity date. Includes a referral request link. It won t send before the first anniversary, or on the final year (on maturity). Maturity date must be included in application. Agent must be current Verico member. On the day of the client s mortgage anniversary 13

5 QUARTERLY NEWSLETTER A custom version of the Home Newsletter. It will have different content every quarter, generated by the Home publishing team If firm has a Verico Dynamics account, it will be sent by BAMP if BrokerBase is set as the personal marketing preference (pg. 4). (Verico Dynamics has priority for non-mortgage marketing.) Agent must be current Verico member. applicant. Due to the potential volume of clients that receive newsletter deliveries, the agent will not get notifications. It will be sent on February 10 th, May 10 th, August 10 th, and November 10th Newsletters will only be sent during the life of the mortgage. 14

6 RENEWAL REMINDER 6 MONTHS FROM MATURITY A reminder for client that their mortgage is 6 months from maturing, so they can consider renewing Maturity date must be provided in deal. 6 months before the maturity date. If agent is no longer current Verico member, it will be sent on behalf of firm and link to primary broker s MortgageWeb page instead of on behalf of agent. If a mortgage is no longer in effect or already renewed, so renewal notices not applicable, deal must be disabled via D+H to stop marketing. 15

7 Tier 2/3 Version for Renewal Reminder 6 Months from Maturity: 16

8 RENEWAL REMINDER 3 MONTHS FROM MATURITY A reminder for client that their mortgage is 3 months from maturing, so they can consider renewing. Includes link to video on agent s MortgageWeb site. Maturity date must be provided in deal. 3 months before the maturity date. If agent is no longer current Verico member, it will be sent on behalf of firm and link to primary broker s MortgageWeb page instead of on behalf of agent. If a mortgage is no longer in effect or already renewed, so renewal notices not applicable, deal must be disabled via D+H to stop marketing. 17

10 RENEWAL REMINDER 2 MONTHS FROM MATURITY A reminder for client that their mortgage is 2 months from maturing, so time to renew. Includes link to video on agent s MortgageWeb site. Maturity date must be provided in deal. 2 months before the maturity date. If agent is no longer current Verico member, it will be sent on behalf of firm and link to primary broker s MortgageWeb page instead of on behalf of agent. If a mortgage is no longer in effect or already renewed, so renewal notices not applicable, deal must be disabled via D+H to stop marketing. 19

12 RENEWAL REMINDER 1 MONTH FROM MATURITY A reminder for client that their mortgage is 1 month from maturing, so time to renew. Maturity date must be provided in deal. 1 month before the maturity date. If agent is no longer current Verico member, it will be sent on behalf of firm and link to primary broker s MortgageWeb page instead of on behalf of agent. If a mortgage is no longer in effect or already renewed, so renewal notices not applicable, deal must be disabled via D+H to stop marketing. This is the final to the client, unless a birthday or newsletter comes up before the maturity date. 21

13 Tier 2/3 Version for Renewal Reminder 1 Month from Maturity: 22

14 MARKETING PLAN MATERIALS PRE-APPROVAL DEALS PRE-APPROVALS & RATE LOCKS An information guide for potential mortgage clients, about pre-approvals and rate locks. Includes a downloadable information PDF. Application must be a pre-approval deal. Lender must have approved the request, and the deal must be in approval status. Lender must be in a Tier 1 or Tier 2 lender program. delivery, the agent will get a 3 days after application reaches Approved status. If a second pre-approval is created which is also approved, it will get the same marketing material. If a mortgage is converted from a preapproval to an approval before the marketing is completed, the preapproval s will stop. 23

15 CREDIT LIFE INSURANCE An information guide for potential mortgage clients about credit life insurance. Includes a link to video on agent s MortgageWeb site. Application must be a preapproval deal. Lender must have approved the request, and the deal must be in approval status. Lender must be in a Tier 1 or Tier 2 lender program. 5 days after application reaches Approved status. If a second pre-approval is created which is also approved, it will get the same marketing material. If a mortgage is converted from a pre-approval to an approval before the marketing is completed, the pre-approval s will stop. 24

16 REMINDER: CREDIT LIFE INSURANCE A follow up reminder for potential mortgage clients about credit life insurance. Includes link to a downloadable information PDF. Application must be a pre-approval deal. Lender must have approved the request, and the deal must be in approval status. Lender must be in a Tier 1 or Tier 2 lender program. delivery, the agent will get a 14 days after application reaches Approved status. If a second pre-approval is created which is also approved, it will get the same marketing material. If a mortgage is converted from a preapproval to an approval before the marketing is completed, the preapproval s will stop. This is the final sent for a preapproval. 25