2. My Name is Dionisia (D.O) Gonzalez
I AM NOT YOUR ORDINARY MORTGAGE PROFESSIONAL
What you are about to experience is a cutting-edge marketing
platform designed to build and nurture a personal
relationship… together.
This is what I proudly call A Whole New Level of Service:
• COMPREHENSIVE MARKETING
PLATFORM
• IN PROCESS VIDEOS
• MORTGAGES UNDER
MANAGEMENT
• MARKETS IN A MINUTE
• PRE-PURCHASE COMMUNICATION
• EDUCATIONAL MATERIALS
• CLIENT GREETINGS
• CALCULATORS
• “JUST LISTED” ALERTS FROM YOUR
DATABASE
3. Comprehensive
Marketing
Platform
Shelter Lending Services
Provides Innovative
Marketing Solutions
Our cutting-edge marketing
approach to Internet, E-mail,
and Conventional Marketing is
designed to easily help us build
a lasting, personal relationship
with each of our homeowners.
4. In Process Videos
AT SHELTER LENDING SERVICES,
we understand that buyers may become worried about the
purchase process even while loan officers and real estate
agents are working steadily behind the scenes.
5. In Process Videos
CHALLENGE:
Homebuyers need to know what’s going on in the loan process, feel
connected to their team of professionals and understand steps they
can take while they wait for closing.
SOLUTION:
Shelter Lending Services emails a series of “Welcome to the
Mortgage Process” videos at different stages of the loan process.
These lighthearted videos keep clients informed and aware of next
steps.
6. In Process Videos
WHAT THIS MEANS:
• EDUCATED HOMEBUYERS: Our clients know where their
applications are in the mortgage process and they understand the
actions they should be taking (or avoiding, in some cases) as things
move forward.
• TEAM APPROACH: They see us
working together on their behalf.
• A FUN PROCESS: As a bonus, we
introduce a little bit of levity into
what can be a stressful time.
• FEEDBACK: The videos even have
a “thumbs up” button so buyers
can let us know what they think of the job we’re doing.
7. Mortgages Under Management
AT SHELTER LENDING SERVICES,
we understand that our Partners in Success are looking for
more than just rate sheets and customer service. In that
spirit, we are proud to introduce another innovation that
you’re going to love.
8. Mortgages Under Management
CHALLENGE:
We noticed that financial professionals traditionally do a better job
than mortgage professionals at counseling clients on how assets are
performing against market conditions.
SOLUTION:
Effective immediately, Shelter Lending Services is opening up its
Mortgages Under Management service to its valued clients and
friends.
Together, we can show the local community what
makes us unique – one customer at a time.
9. Mortgages Under Management
WHAT THIS MEANS:
Since we proactively track market conditions, your clients will never have
to guess if they’re in the right loan again. The solution is two-fold:
• BI-ANNUAL MORTGAGE UPDATES: Every 6 months, we conduct an
analysis for each client and communicate the results in an easy-to-
understand summary. This valuable service is provided free of charge.
• OPPORTUNITY ALERTS: We’ll also establish a preset rate and payment
savings target for each client. In the case that mortgage rates drop
unexpectedly, Shelter Lending Services will notify the client
immediately with an action plan that’s right for them.
• DEEPENING RELATIONSHIPS: For our elite Partners in Success, we’re
also happy to enroll friends and prospects into our Mortgages Under
Management program – at no cost. We didn’t think it was right to
show this level of service to clients only.
10. Markets in a Minute
YOU’RE BUSY
keeping up with your work. Who has time to keep up with
the economy, too?
11. Markets in a Minute
CHALLENGE:
Tracking changes in the markets so you can answer client questions.
SOLUTION:
Quick weekly updates on interest rates, economic conditions and the
housing market.
12. Markets in a Minute
WHAT THIS MEANS:
• TIMELY UPDATES: I will send you The Markets in a Minute update
toward the end of each week so you’re armed with current
information as you move into your busiest time.
• QUICK READS: The newsletter contains read-at-a-glance gauges to
show rate movement and brief bullet points with updates on
financial and housing industry news.
• SMILES: We even include a G-rated joke just to make you smile (or
groan if it’s too corny).
15. Pre-Purchase Communication
WHAT THIS MEANS:
• TOP-OF-MIND TEAM: Through regular
cobranded emails, our prospects see us working
together for them even before they buy, and
they’re likely to remember us at decision time.
• EDUCATED BUYERS: Our educational emails
teach the prospect some DOs and DON’Ts of
maintaining their credit and buying a home.
• ENGAGED PROSPECTS: Many of our emails
contain fun online quizzes to get our prospects
actively involved in the learning process. We do
more than lecture—we engage!
16. Educational Materials
SOMETIMES, POTENTIAL BUYERS NEED HELP
navigating the purchase process. They may even contact you
to start a home search when they aren’t prepared at all.
17. Educational Materials
CHALLENGE:
Prospective clients may not have made the
financial preparations to purchase a home, or
they may not understand the process. They may
even need help determining whether “this” is a
good time to buy.
SOLUTION:
Shelter Lending Services has a full library of co-
brandable, printable flyers and informational
emails to educate our clients and keep in touch
at every stage, from dreaming to looking, to
closing and beyond.
18. Educational Materials
WHAT THIS MEANS:
• EDUCATED BUYERS: Homebuyers have LOTS of questions,
and our materials contain LOTS of easily shared answers!
• BROAD-BASED CONTENT: From explanations of common
acronyms to historical trend analysis to details of specific
loan programs, our materials contain trustworthy
information for those who are new to the process and more
seasoned clients.
• ESTABLISHED EXPERTISE: Because we’re on top of the
educational content, our clients will see us as the experts
who can and will answer their questions.
19. Client Greetings
CLIENTS AND PROSPECTS LIKE TO BE KNOWN–
not just as a home sale or a loan application, but as our
neighbors and friends.
20. Client Greetings
CHALLENGE:
It’s difficult to remember clients’ special days
and maintain personal contact for years after
a closing.
SOLUTION:
Before they buy, during the process and long
after our clients have settled into their
homes, we mark birthdays, holidays and loan
anniversaries with co-branded email greeting
campaigns.
21. Client Greetings
WHAT THIS MEANS:
• PERSONALIZED SERVICE: Of course, all email greetings
address the recipient personally. Even the occasional video
greeting addresses our clients by name.
• TOP-OF-MIND TEAM: With regular communication from us,
our clients will remember us, they’ll view us as a team, and
they’ll know how to contact us.
• MORE SMILES: Our messaging is thoughtful, sincere and,
when appropriate, fun. Clients will look forward to receiving
our unique greetings.
22. Calculators
YOU WANT TO FEEL CONFIDENT
that your clients will be successful homeowners with a
mortgage that works as well for them as the home you’ve
helped them select.
23. Calculators
CHALLENGE:
Home buyers often have one particular loan
type in mind. In reality, that option may not
be the one that minimizes their true cost of
owning or most easily enables their
purchase.
SOLUTION:
Our online mortgage calculators provide the
client personalized comparisons of the costs
and benefits of multiple loan options.
24. Calculators
WHAT THIS MEANS:
• BUYER EMPOWERMENT: When buyers are well informed
and have carefully considered their financing options, they
feel more confident in the entire transaction.
• HOMEOWNER SUCCESS: Calculators often open
conversations about potential future challenges, resulting in
mortgage decisions that are more likely to meet clients’
long-term needs.
• REPEAT BUYERS: Informed, knowledgeable buyers are likely
to be in a financial position to purchase a home again—and
to enjoy the process enough to do so!
25. “Just Listed” Alerts from Your Database
HOW MANY TIMES HAVE YOU
closed a deal with a client, only to drive through their
neighborhood a few years later to see a “For Sale” sign in
front of their house with a different Real Estate agent’s
name on it? At Shelter Lending Services we understand this
is one of the most frustrating things that can happen to us
in the industry.
26. “Just Listed” Alerts from Your Database
CHALLENGE:
You have done all of the right things to try to keep in touch with
your database over the years, but a competitor won the business
when it was time for your client to re-enter the market. How do you
pinpoint exactly when a client is ready to make another transaction
and ensure you are top of mind with them at the right time?
SOLUTION:
Shelter Lending Services has a custom solution that monitors the
internet for listings as they appear. We look at search engines, FSBO
sites, and other industry specific listing sites for new listings with
addresses that match someone in your database. We can now tell
you when any of your past clients list their home for sale.
28. “Just Listed” Alerts from Your Database
WHAT THIS MEANS:
For FSBO deals, it allows you the unique sales opportunity of
picking up the phone and calling your client to re-sell them on
the benefits of using a Real Estate agent early on in the sales
cycle. If they have already contracted with another agent, it
allows you the opportunity to find out why they didn’t use you
again and also see if they have a Real Estate agent to help
them find a new home (they are moving after all). These data
give you more ammunition when you make that initial phone
call than you have ever had before. This “Just Listed” alert
service is another great benefit of doing business with Shelter
Lending Services.
