The Drip Marketing Portal & Contact Management System

Market to 6 Targeted Prospect Groups

You get 6 complete drip marketing programs: a total of 65 ready-to-go newsletters that get sent to your various prospect groups on either a 3-day, a 7-day or a 30 day schedule.

First Time (and Repeat) Home Buyers
For Sale By Owners
Refinance Prospects
Mortgage Clients
Realtors
Financial Planners

(All newsletters include an opt-out link to be compliant with the CAN-SPAM regulations. These newsletters are designed to create a "brand awareness" for you and your company. You will be able to stand out in the crowded world of mortgage brokers.)

Own Your Own Personal Lead Generating Website

One of the benefits of our portal program is that you get a 14-page mortgage website that you can promote online and offline to generate qualified leads. Your site includes the following pages

Home page - Generic home page that tells prospects what is on your website.
Request a Quote page - Lets your prospect request a rate quote. This sends you the request via email.
Financial Calculators page - 7 different financial calculators covering mortgage topics.
FAQ / Glossary page - A list of general mortgage-related questions.
Closing Costs page - A list of the standard mortgage closing costs.
Credit Scores page - An article that discusses how credit scores are determined.
"Should I Refinance" page - An article that addresses the question of refinancing one's mortgage.
Home Equity Management page - An article that explains why equity should not be left in the home.
Glossary page - An alphabetical list of mortgage terminology.
Loan Programs page - An explanation of the advantages and disadvantages of various loan programs.
Services page - Information on the general mortgage services you offer.
Savings Analyzer page - A tool that shows prospects how much money they can save by consolidating their debts.
Investment Analyzer page - A tool that shows prospects how they can increase their net worth by investing the equity in their home.
Free Reports page - A page that offers your prospects free reports and newsletters. This page will add subscribers to your refinance and first time home buyer portals. This page also lets a prospect sign up to watch an online First Time Home Buyer's Seminar that is personalized with your contact information.

How Do I Use the Portal?

The Drip Marketing Portal lets you enter contact information for 3 types of prospects, 2 types of referral partners and your mortgage clients. Your prospect categories are: First Time Home Buyer, Refinance and For Sale By Owner. Your referral partner categories are: Realtor and Financial Planner.

To use the portal, you must first log in. A log in session is good for 30 minutes. If you do not click on a portal link within 30 minutes, you will have to log in again. Once you log in, you can click on any of your 5 portals. You will enter the information into a form and add the new subscriber to your email marketing list for that category. Your subscriber will then receive an initial newsletter, and period informational newsletters on a pre-defined schedule.

What are the Newsletters?

Your First Time Home Buyer, Refinance and For Sale By Owner prospects will receive a newsletter via email every three or seven days, based on if they are a short term prospect or a longer term prospect. A total of 12-15 newsletters are sent out to each person who signs up for your information. Your Realtor subscribers will receive 11 newsletters, one every 7 days. Your mortgage clients will receive 12 newsletters, one per month. Each newsletter covers one particular topic of interest to that prospect category. You can see all the newsletters by clicking on the Sample Newsletters page.

Each newsletter is personalized with your subscriber's name and your contact information. Your newsletters will have your name, company name, phone number and website listed, plus you can upload a photo for us to store in our system and display on your newsletters. All newsletters have a column that tells your prospects why they should do business with you. At the bottom of each newsletter is a remove link, so your prospects can remove themselves from your list.

Weekly Mortgage News

Each week, your Realtor and Financial Planner subscribers will receive a Mortgage Industry Update newsletter. This newsletter covers what is going on in the mortgage and housing industry. These newsletters will look as if they were coming from you, making you seem more as a mortgage consultant and trusted advisor. These newsletters are also personalized with your subscribers' name and your contact information. Other services charge as much as $60 per month just for this weekly newsletter service.

Can I Send Emails to My Subscribers?

Yes. Within each portal, you can either type a message or copy and paste a message into the form. If you use the tag '$firstname' in the subject line, it will be replaced with your subscribers' first name. When you send out a message, it goes to everyone on that portal's list. I suggest that you do not bombard your subscribers with emails, or they will unsubscribe from your list. If someone unsubscribes from your list, they will not be removed, but will no longer receive emails from our system. You can still send them an email from your own email account if you wish. If you find useful information from any of the industry links you get in your Tool Box, you may want to send that portal group an email announcement.

If you wish to send out a single message to one of your subscribers who has not opted out of your list, simply click on the "View Subscriber List" button on the bottom of any portal page. To send an individual email out, click on any email address. A pop-up window will let you enter a subject and message.

What do My Subscribers Get?

Your subscribers will receive their series of scheduled newsletters sent via email. If you enter the month and day of their birth, they will also receive an emailed birthday greeting card from you and your company. They will also receive an email greeting from you on the following holidays, as long as they have not opted out of your list:

New Year's Day

Memorial Day

4th of July

Labor Day

Halloween

Thanksgiving

Christmas (Happy Holiday's Greeting)

These emails are designed to keep them in your mind and for them to view you as someone who cares about them. It is all a part of your overall marketing program to convert prospects and to get referrals from referral partners and existing clients.

Can I Create a Mailing List?

Yes. Within each portal, you can export a text file containing all your subscribers for that portal. The list is in comma separated format, with each address field enclosed in quotes such as "first name", "last name", "address", "apartment/suite", "city", "state", "zip". The export list contains the subscriber's first name, last name, address, apartment, city, state and zip code. Simply save the file and import it into either Excel or Word to do a mail-merge or to print mailing labels or envelopes.

How Do I Use My Contact Manager?

Within each portal, you can click on a link to view your list of subscribers to that portal. You can then click on any subscriber's name to view and edit their information. You can change their email address, phone number or any other parameter. You can also enter any notes from phone conversations or personal visits and save them to produce a record of your conversations with each prospect. Each time you pull up a contact, the current date is added to your notes field so you don't have to enter the date of when you last spoke with that person. You will see the date you last contacted the person, and set up how many days until you are to call back. You can also delete the contact from your portal.

On the day you are to call each person back, you will receive an automated email. It will let you know what portal that person is in. By entering a new contact date, you will stop receiving email alerts for that person.

Your Contact Manager also lets you move a subscriber from any of the three prospect portals to your client portal. Thus, if you sell someone a mortgage or a FSBO sells their home, they will no longer receive newsletters related to those topics. Instead, they can receive your monthly Financial Planning newsletter, where it reminds them to give you referrals.

How Will This Portal Help Me Get New Business?

Studies show that prospects do not decide to do business with you until you have marketed to them several times. When you or your company spends money on advertising or on purchasing internet leads, you are not maximizing the return on that investment unless you continue to market to your prospects. Your smarter competitors are already doing this. This portal program is designed to provide useful information to your prospects on a regular basis, and to provide your contact information and what you can do for them to help them achieve their goals. You will become their trusted advisor, and as such, in a better position to get their business. The personalized website that you get with this program lets you obtain leads over the internet either from your own direct marketing, through referral links or by prospects finding you through the search engines.

CONTACT VIRTUAL LENDING FOR ASSISTANCE

301-528-4101