Market Focus and JSA introduce new reverse mortgage marketing tools MortgagePress.comMarket Focus, Jan Schrader and Associates, Mortgage Quest CRM, reverse mortgages, marketing campaign
Software developer Market Focus, Inc and Jan Schrader &
Associates (JSA), a Chicago-based loan officer training company
today introduced their new Reverse Mortgage marketing campaign for
the Mortgage Quest CRM software system. This reverse mortgage
campaign includes 86 letters and emails designed for sequential
mailings targeting home owners , financial professionals and other
potential referral sources including current and past customers.
The letters are automatically generated by the software on a user
defined schedule. The campaign also includes processing status
notifications for applicants and their advisors.
"Research has conclusively demonstrated that repeated contacts
and consistent follow-up are the keys to success in any selling
profession," said Chris Carter, President of Market Focus. "Our
customers can automate and leverage that follow-up process to
ensure a steady flow of new leads while keeping in touch with their
existing and past customers on a timely basis. The software does
the work leaving loan officers free to work more closely with their
new prospects without neglecting their customer base."
The new campaign letter and e-mail pack was developed by JSA,
which based their content on years of first-hand reverse mortgage
origination, research into proven third-party referral sources, and
extensive interviews with successful reverse mortgage
specialists.
"We understand that this market segment is quite different from
more traditional home lending, and that we can help loan officers
tap into a variety of sources for quality leads," explained Jan
Schrader, CEO of JSA and a 30-year veteran of the mortgage loan
industry. "We immediately recognized that the Mortgage Quest
platform is the ideal way for mortgage professionals to deliver a
compelling message, using 'frequency times reach' to build name
familiarity and, ultimately, a relationship with prospects. A
unique aspect of this marketing program is that it also targets
proven third party referral sources, those typically found in the
reverse mortgage advisory position such as financial planners,
CPAs, and attorneys specialized in estate and tax planning, elder
care, etc. Impetus was also added by multiple requests from current
Mortgage Quest users in need of compelling reverse mortgage
marketing materials."
The Mortgage Quest software is designed with a special importing
function that allows specialized letters for different market
segments to be loaded into the system and called up as part of a
process for each name in the database. Once a contact name is
entered and parameters are set up, the follow-up and tracking
occurs automatically. For reverse mortgage marketing, contacts are
identified by category, such as home owner-prospect for a mortgage,
a financial or legal advisor, insurance professional, etc. The
software can track and manage thousands of leads in many market
segments simultaneously, and can generate letters and e-mails
directly, or format and forward them to an external printing and
mailing service.
For more information, visit www.emarketfocus.com or www.janschrader.com.
