Get Your Best Results This Summer – NMP Skip to main content

Get Your Best Results This Summer

Apr 29, 2016
Summer is here, and there are particular items to take into consideration when planning your marketing strategy

Summer is here, and there are particular items to take into consideration when planning your marketing strategy. Before sending out any marketing materials, spend some time thinking about what your prospects are doing. In the summer months, it’s more important than ever to take your prospect’s lifestyle into consideration before putting together your campaign. Consumers with families are more likely to be on vacation during the summer months, your marketing efforts can be an intricate part of your growth over these months. Here’s a quick look at some effective planning techniques that can produce higher return-on-investment throughout the summer season.

To effectively plan your marketing at any time, it’s important to think about your prospects and what they will be doing when they receive your marketing collateral. Whether you market via direct mail, telemarketing or online marketing like SEO, Google AdWords or Internet leads, it’s important to know what the person might be doing when initial contact is made. Are they on vacation, at work or at home? Each of these scenarios will play out differently through the sales process.

Make sure you are spending time thinking through your own demographic research, marketing campaign and sales process. How do they fit together? Can you use a different sales approach to make the conversation easier with a smoother transition to closing?

Most importantly, what’s going to bring you the highest return-on-investment (ROI) during the summer? People on vacation don’t always leave their homes. For this reason, direct mail marketing is a consistent provider of qualified interested leads all summer long. Response rates have been on the rise all year, and this summer is shaping up to produce higher response rates than the previous three years!

TagQuest client spotlight
Ian O’Connor (Ind. NMLS#: 1020018) of Capital Home Loans Inc. (Corp. NMLS#: 1388956) ♦ Cedar Knolls, N.J.
(973) 607-3777, ext. 102 ♦ [email protected]

Product: Data (7,500 records per quarter)
Results: Sixteen closed loans in the first quarter and 11 applications in processing expected to close

Highlights of the campaign that work well for you …
“The accuracy of the data and the near exclusive contact with the borrower, as they are not looking into a mortgage product at that moment, allows us to get much softer responses from a borrower than with traditional inquiries. When we reach someone and identify that they need help with payment reduction or rate reduction they usually move quickly through the process.

“While the response rate is obviously lower than traditional lead marketing, our entire telemarketing operation has evolved to a high volume of calls, with a triage system in place for borrowers. Rather than chasing a single application until its eventual disinterested, with this data, if we do not get an immediate response, i.e. credit pull/docs out, the data is recycled and we approach them a few weeks later. TagQuest has facilitated a much lower cost of acquisition with excellent results to date.”

Highlights of the campaign that you think would appeal to other mortgage professionals …
►
TagQuest is very responsive to testing different markets and approaches.
​►A sales team that is eager to sell products that are performing well.
​►Any breakdown in data accuracy analyzed by TagQuest. Data integrity is very important to them.
​►Success out of the gate with a solid telemarketing team.



Based in Medford, Ore., TagQuest Inc. is a full-service marketing firm developed throughout the ever-changing mortgage industry. Utilizing industry knowledge, marketing expertise, and technology we implement any or all aspects of your marketing and/or advertising campaigns. With a proven track record, more than 10 years in business, and decades of experience TagQuest knows what it takes to produce unprecedented results in today’s fast-paced mortgage environment. For more information, call (888) 717-8980 or visit TagQuest.com.



This article originally appeared in the April 2016 print edition of National Mortgage Professional Magazine.

About the author
Published
Apr 29, 2016
Jobs Report Comes In Weak After Mortgage Rates Surge

Employers added just 29,000 jobs in September, sending Treasury yields lower and offering a potential counterweight to the recent rise in mortgage rates

Oct 02, 2026
Price Cuts Hit Four-Year High As Mortgage Rates Top 7%

More than one in five listings took a price cut in September, but pending sales still posted their sharpest annual decline since March 2025

Oct 01, 2026
Serious Mortgage Delinquencies Rise 19% After Five Months Of Improvement

ICE data shows 574,000 mortgages were at least 90 days past due in August, while early-stage delinquencies remained below year-ago levels

Sep 29, 2026
Smaller Down Payments Give Buyers More Room, But Rates Limit The Savings

The typical down payment fell 9% from a year ago, while shifting market conditions are giving originators different affordability conversations across the country

Sep 25, 2026
Mortgage Rates Break 7% Just As Builders Find A Way To Move Buyers

New-home sales rose 6.4% in August as builders cut prices, offered incentives, and sold more lower-priced homes. Now mortgage rates are moving against buyers again

Sep 25, 2026
Borrowers Want Digital Closings, But Some Originators Remain Hesitant

ServiceLink finds 45% of surveyed LOs cite borrower reluctance as a barrier, even though most recent buyers say digital options would influence their choice of mortgage provider

Sep 23, 2026