The mortgage marketing and lead generation system allows organizations to market aggressively while assuring compliance. This is especially true in banking or finance where non-compliance can mean fines or other expensive sanctions. This system allows financial organizations (or their representatives) to market aggressively while assuring regulatory compliance.

1. Mortgage Marketing &
Lead Generation System
Automate Marketing Campaigns
Close More Mortgages

2. The World has Changed

3. Aggressive Enforcement
2-17 Misrepresentative Advertising.
An approved mortgagee may not use misrepresentative advertising. If a mortgagee
determines its branches or employees have engaged in such activity, then mortgagees must take
action necessary to ensure that such practices do not occur again. All advertisements must
emphasize the name of the company and not the government. See 18 U.S.C. §709 False
advertising or misuse of names to indicate Federal agency and 18 U.S.C. §1017 Government seals
wrongfully used.
A. Examples. This list is illustrative and should not be considered all-inclusive.
•· Improperly using the name or seal of FHA or HUD to imply that the advertisement
is from or is endorsed by FHA or HUD;
•· Improperly advertising on a government type form designed to simulate an official
Federal government document; and
•· Stating that the advertisement “will serve as your official MIP account notice”.
B. Actions. When HUD finds advertising abuses by mortgagees, it will take prompt action,
as appropriate:
•· The Mortgagee Review Board may sanction the mortgagee and/or impose civil
money penalties; or
•· A referral may be made to the Department’s Inspector General for its review; or
further referral to the Department of Justice which has jurisdiction over criminal
prosecution; or a referral may be made to the Federal Trade Commission which has
jurisdiction over deceptive trade practices.
HUD Mortgagee Handbook 4060.1 Risk
Exposure
Fines/Sanction
Criminal Charges
Branch Closure

4. The Solution is Here…
Mortgage Marketing &
Lead Generation System
Generate New Mortgage Leads FAST
Assure Only Qualified Applicants
Capture Phone & Online Responses
Easy Access Results, Leads, Campaigns
Automation gives you POWER!

5. Quick Snapshot
Generate New Leads FAST
60 Seconds
Place Order Print & Mail Delivery
24 Hours 2 Days*
* First Class Postage – additional for Standard A Postage

6. Quick Snapshot
Assure Only Qualified Applicants
Conventional
FHA
VA
…
FICO
Score
Bankruptcy
Trade Lates
…
Loan Age
Loan Size
Geography
Apartment
Condominium
Single Family Home
Manufactured Home

7. Quick Snapshot
Capture Phone & Online Responses
LGS
www

8. Quick Snapshot
Easy Access Results, Leads, Campaigns
LGS
Marketing
Collateral
Direct Mail
Templates
Identity
Kit(s)
Response
Rates
Delivery
Reports
Direct Mail
Lists
Training
Materials
Campaign
Reports
Call
Tracking

9. Postcards Letters Snap-Packs
Mailing Lists
Credit Score Data
Design ServicesTools & Templates
Quick Snapshot
Products & Services

10. System Overview
Mortgage Marketing &
Lead Generation System

11. System Overview
Highlights & Capabilities
Marketing Collateral
Direct Mail Marketing
Other Elements
Channel Management
Marketing Collateral
Direct Mail Marketing
Other Elements
Channel Management

12. Marketing Collateral
Collateral Library
portal defined
categories
visual layout
define personalization
template
library
user view administrative tools

13. Marketing Collateral
Managed Personalization
portal defined
categories
controlled
personalization
production proof
real-time

14. Marketing Collateral
Direct Mail Marketing
Other Elements
Channel Management
System Overview
Highlights & Capabilities

15. Direct Mail Marketing
Load Mailing Lists
APIclient
upload
Acxiom
D & B
Portal
custom
external
portal
custom list
request
Credit Score Data (Experian, TransUnion, Equifax)

16. Direct Mail Marketing
Manage Mailing Lists
delete export de-dup
merge compare search
Automatically Suppress Do Not Market List

17. Direct Mail Marketing
Launch Campaigns
approve
proof
submit
order
track
campaign
select
list
select
document
document
library
portal defined
categories group
corporate
user
custom
sharing/scope
administrator
or user load
templates
PDF
Microsoft Word

18. Direct Mail Marketing
Launch Campaigns
approve
proof
submit
order
track
campaign
select
list
select
document
list manager or
user upload
intelligent
interactive
list mapping

19. Direct Mail Marketing
Launch Campaigns
approve
proof
submit
order
track
campaign
select
list
select
document
select
list
native Word
mail-merge
real-time
production
proof (PDF)
view image
open PDF
email PDF

20. Direct Mail Marketing
Launch Campaigns
approve
proof
submit
order
track
campaign
select
list
select
document
mailing
schedule
mailing
options
payment
receipt
sales order
corporate account
promo codes
co-op funds
electronic

21. Direct Mail Marketing
Launch Campaigns
approve
proof
submit
order
track
campaign
select
list
select
document
production tracking
processed -> printed -> mailed
intelligent mail
barcode
delivery
reports

22. Marketing Collateral
Direct Mail Marketing
Other Elements
Channel Management
System Overview
Highlights & Capabilities

23. • Advertising guidelines
• Training videos
• Logo items
• Seminars
• Plus…
Automate ANY Marketing Program!
Other Elements

24. Marketing Collateral
Direct Mail Marketing
Other Elements
Channel Management
System Overview
Highlights & Capabilities

25. Channel Management
Capture Responses
System Capture (Push Leads to CRM)
Lead
Tracker
PURL’s

26. Channel Management
Real-time Reports
Campaign
Activity
Production
Statistics

27. Relax, The Solution is Here…
Mortgage Marketing &
Lead Generation System
Generate New Mortgage Leads FAST
Assure Only Qualified Applicants
Capture Responses by Phone & Online
Easy Access Results, Leads, Campaigns
Automation gives you POWER!

28. 501 4th
Street, Suite 741
Lake Oswego, OR
97034
888.898.0062
www.cendix.com
sales@cendix.com

29. www.cendix.com
CX
mailing
lists
3rd
party
lists
response
lists
CRM
DM
portal
query verify commit fulfillsnap-in
response micro-site
DM
response
electronic or
pack & ship
capture
lead
list manager
print
mail
track
control
panels
automated
Web
response
(public Internet)
Homeowner
telephone
response
intelligent mail
underwriting
& funding
lead
nurturing
Mortgage Marketing & Lead Generation System
video survey landing TBD TBD
Loan Officer
PBX
Select Features
Submit Orders
- eCommerce
- purchase order
- corporate account
Manage Responses
- capture voice responses
- PURL’s & micro-sites
- track response rates
Store Documents
- multiple formats
- multiple versions
- production/non-production
Create Documents
- custom upload (Word/PDF)
- template driven
- online editing
Manage Lists
- import, export, sort, de-dup
- merge, compare, search
- do not mail (master)
Purchase Lists
- TransUnion
- Acxiom/D&B
- custom sources
Track Production
- processed
- printed
- mailed
Track History
- order details
- production files
- duplicate receipts
Integrate Externally
- manufacturing
- accounting
- CRM
call reporting