Marketing Presentation to Atlanta Branch of Academy Mortgage. Special emphasis on digital marketing.

1. Marketing Update
Atlanta Area
December 16th, 2014

2. Introductions
• Partnering with you to help you
become First Choice
• Listening, Train, Implement
Clayton McDonald
Field Marketing Manager
Karen Hammond
Marketing Coordinator

3. Marketing Support
• Do you ever feel like you are stuck
on an escalator?
• We hope to keep you aware!!

4. What We’ve Brought to You in 2014…
ROADMAP 4TH QUARTER 2014

5. Weekly RAD Marketing Plan
Your Weekly RAD Marketing Plan consists of:
• New Product Announcements
• New Collateral (Flyers, Emails,
Social Media Posts, etc.)
• Feature Enhancements
• New Marketing Value-Adds for Both LO’s
and Partners
• Expert Tips
Focused on making your
PHONE RING & EMAIL DING!
Your week starts with a voicemail intro to the
upcoming week’s RAD Marketing Plan

6. AMP UPGRADES

7. AMP Home Screen Enhancement

8. AMP - New “Nav” Bar
• Easier to Navigate
• Logical Buckets of Similar
Features
• Tablet/Touch-Friendly Design
• Clears up more than 25% of
the Screen Real Estate

9. New AMPliFlyer Content
• Product Flyers
• Service Flyers
• Co-Brand Flyer Options
• Spanish Language Flyers
• “About Academy” Trifold Brochure
• Homebuyer Guide
New Collateral
Available Now!
Upgrades

10. NEW Newsletters Options:
• Marketing Trends Newsletter
• Markets in a Minute
• 1st CHOICE News Brief
(Consumer Newsletter)
• Monday Morning Motivator
“Perpetuals”
Available Now!
Upgrades

11. • A weekly newsletter for partners
available to send each Thursday which
follows up your Weekly RAD Marketing
Plan content.
• Available every week of the month.
• During weeks with no RAD, Mortgage
and Real Estate news & tips will be
provided.
Marketing Trends
Newsletter Available Now!
Upgrades

12. • A weekly newsletter for partners
available to send each Friday
• Gives an easy to understand
at-a-glance view of “Mortgage Rates”
and “Rate Volatility”
• Provides information from the
following categories:
 The Economy
 Housing News
 The Last Laugh
Markets in a Minute
Newsletter Available Now!
Upgrades

13. • Default Digital Content Packages
(no extra charge)
• Incorporate mailed items such as:
• Dynamic Postcards
• Dynamic Greeting Cards
• Address Stamper Gift
Post-Close
Campaign Catalog
Available Now!
Upgrades

14. New Options to Generate:
• Loan Comparisons
• Dynamic Visualization of
Loan Program Details
• Amortization Comparisons
More calculators added
throughout the year!
Scenario Calculators
Available Now!
Upgrades

15. • NEW Academy Leads Program
Manual Subscription Options:
• Mortgage Prep 101 –
(Credit-Challenged)
• Pre-Qualified Homebuyers
Campaign
New AMP
Email Drip Campaigns
Available Now!
Upgrades

16. • Closing Gifts
• Apparel
• Hats
• Office
• Office
• Golf & Recreation
• Promotional Items
NEW Company Store

17. Realtor Presentation Book
• Customized for you by our Creative
Team.
• Ability to print or email as a PDF.
• Details Academy Mortgage’s
marketing systems and services.
• Provides examples of co-branding
opportunities through Academy’s
multiple marketing platforms.

18. MobilityRE 3.0
The newly released MobilityRE v3
 Upgraded Interface
 Increased Reliability on Mobile
Platforms
 Easier for consumers to perform
home searches via the new
“Map View”
 Upgraded sharing feature makes it
even easier to share with
customers!

19. Coming Your Way in 2015…
ROADMAP 1ST QUARTER 2015

20. Digital Marketing Focus
The Social Customer

21. • 50% of people looking for a mortgage or mortgage
information start their search online.
• 9 out of 10 buyers do some form of online due diligence
in the homebuying process.
• What will partners and customers see when they
“Google” You?
Why be “Online”

22. Digital Marketing Focus
Two Examples of Academy LO’s
Google Search:
Chad Melin
Academy Mortgage
Google Search:
Jon Maguire
Academy Mortgage

23. Digital Marketing Focus
Google Search: Mortage (in Atlanta)

24. Digital Marketing Support
• Keep your Website Content Fresh
• Demonstrate your Expertise
• Do not just sell your services; Promote Yourself
• 80/20 Rule
How to Increase your Online Presence

25. Digital Marketing Support
• Generate Referrals & Recommendations
• Zillow & Google+
• Gift Card/Incentives
How to Increase your Online Presence

26. Digital Marketing Support
• Free to all licensed LOs
• Preapproved Content Library
• Helps You to Stay Compliant
• Schedule Posts Across All Profiles
• Social Signals
• Metrics and Analytics
“Over 80% of my leads come
from my activity on
social media.”
- Shane Hollenback
146+ Apps have come in
from social sites since
November 2013.

27. Campaigns

28. Digital Marketing Support
• Social Media Support
• Social Media Pocket Guide
• Share with Partners
• Social Media Trigger Terms

29. MyAcademy Mobile App
• Available for Android and iOS
Devices
• Low Cost per LO
• Unlimited Distribution to
Borrowers and Partners per LO
license.
• Easy Access to LO Contact
Information
*To Pilot in December 2014

30. MyAcademy Mobile App
• Reporting of Borrower Calculator Use
• Partners have access to calculations and scenarios run by potential
borrowers while they shop.
• Loan Status
• Check on the status of all loans in process (per LO).
• Outstanding Documentation Status
• See the list of outstanding documentation per borrower.
**Realtors do not have access to submitted documentation, only the list of outstanding items.
Partner Access

31. MyAcademy Mobile App
• While Shopping For a Home
• Loan Calculators
• Online Mobile-Friendly Application
• During the Loan Process
• Progress Status Bar ties in with Milestone Marketing Videos
• Push notifications can be sent to alert your borrower of outstanding
documentation needs.
• Borrowers can use their phone’s camera to send in outstanding
required documentation.
Borrower Access

32. • New Clean User Interface
• Better Control Over Email
Notifications
• LO Information Follows Through the
Application Process
• HTML5 Mobile-Responsive Design
• Available on Smartphones and
Tablets!
New Online Pre-Qual
Available NOW Upon Request
*Coming Soon as Company Default
ONLINE PRE-QUAL

33. Employee Discount Program
Break Room Poster Benefits Event Invite

34. NEW VISION in 2015

35. - Your Academy Mortgage
Field Marketing Team
Thank You!
Questions?