Reverse Mortgage Direct Mail

Surveys Taken By Reverse Mortgage Originators About Direct Mail

admin — Tue, 23 Mar 2010 17:39:31 +0000

What Your Colleagues Are Saying…

Will Reverse Mortgage Originations Increase or Decrease in 2010?

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A majority of your peers seem to think so, and here at Smart Marketing we also feel the industry is growing. As Reverse Mortgages make their way into the mainstream and the need of the American people continues to grow along with the Senior population, we believe the industry is poised for steady sustained growth.

So What's Holding Everyone Back?

It doesn't take some fancy survey to uncover that the #1 struggle amongst Reverse Mortgage Originators is Lead Generation. Without leads you have no business and the only way to get fresh leads is to either network or advertise.

How Much is Your Competition Spending on Lead Generation?

This is on a monthly basis and at first it can seem like a lot of money, but in essence you are trading change for dollars. The key is to find a partner who can do this for you, so you can focus on the task at hand… Making Money and Helping Seniors.

Where is That Dollar Best Spent?

Most Originators feel that dollar for dollar you the get the most out of direct mail marketing. An overwhelming amount of Originators choose Direct Mail, 2 to 1 over all other marketing methods! Why? Because Seniors read their mail and it is still the best method for reaching your targeted audience. Your direct mail campaign can also be used to fuel your Internet marketing, email marketing, networking, and seminar marketing.

What Advertising Yields the Best Result?

Direct Mail is essentially the only way to reach your entire target market. Radio spots are expensive and cast too wide of a net just as TV commercials. Seminars require a lot of time, effort, and planning. And the Internet – if not fully understood can be a serious money pit. Once your direct mail campaign is in place, and you are mailing consistently, you'll have consistent inbound leads, it's really that simple.

What Would You Spend $10,000 On?

Well maybe we should be a little more specific This is $10,000 on a marketing campaign? Again, as you can see, most of your peers would do some sort of direct mail. Why? Because it works and it's hands off. Here at Smart Marketing we have a high customer retention rate because once a mail program is set it is pretty much on auto-pilot.

Bonus Survey!

This is a fundamental of sales that is often overlooked. Just as your colleagues need to see an offer multiple times before the decision to purchase is made, so do Seniors. Countless studies show that consistent follow up is the best way to get the most out of your marketing. At Smart Marketing we can help you incorporate an effective and low cost internet/email solution customized to you and your company.

Learn More About Our Direct Mail Program For Reverse Mortgages Now

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All survey data was provided by Sam Collins at Remalo.

Sam Collins is a reverse mortgage industry leader, mortgage banker, marketing pioneer, and advocate of the reverse mortgage industry.

REMALO is a national sales, marketing, coaching, training, and full membership resource center created exclusively for Reverse Mortgage Loan Officers, Branch Managers, Brokers, Correspondents and other key professionals who are devoted to improving the lives of seniors.

See more of Sam's Reverse Mortgage survey's here

Telecapture Guide

admin — Mon, 15 Mar 2010 00:17:44 +0000

Home Screen

Dashboard

This is all your basic pie graphs that break down all active phone lines and phone calls, via your toll free number. At the bottom you will find all the services that TeleCapture offers. Smart Marketing offers you basic service needs to track all incoming calls in order to maximize your response rates, should you decide to change your service to utilize more tools offered by TeleCapture, Smart Marketing can help you change billing and expand the services.

My Numbers

View/manage active numbers

This screen just tells you your toll free number, your ring to number, and the billing number (which will always be Smart Marketing, unless you decide to change your service) and when your account was set up. It also tracks the total amount of calls that have come in and how long has been spent on that toll free number.

Set up new number

You would only use this screen should you decide to control your own account. Smart Marketing will be happy to set up or discontinue any new toll free numbers for your business, as they pertain to your direct mail or online marketing programs.

Expire/Cancel number

This screen would only be utilized if you should decide to discontinue your toll free number. This is not a screen that you want just sitting up on your computer. If something was to happen and you accidentally canceled the Toll Free line, Smart Marketing HAS NO WAY of recouping your toll free number, effectively making your entire marketing campaign ineffective!! Your number will not ring to your office and potential clients have no way of getting in touch with your office. So basically just stay away from this section – also a reason to be very careful with whom you let log into the system!! In the past we had a rep that was stealing leads from the company by logging into the call tracking. I would not just give out this function of your marketing campaign to just anybody that you work with as this is valuable information for the company.

My Calls

View

Number

Time Stamp

M:SS

Action

R/C

N/C

Caller ID

Name Address City State Zip[Income/Expend]

Type

Record

Digits

This should be fairly self explanatory.

You have your active number in the first box
When the call came in the second box
How long you were on the call
Action tells you that the call was answered or hung up
R/C is your ring count, how many times the phone rang before it was answered
NC stands for National Call list. Red dot means caution when considering calling back; they are registered on the Do not call list. A green dot means they are not registered and it’s ok to call back. You can call back a red dot but you must say you’re returning a missed call that was placed to your company.
Next is the caller ID

Followed by the Name Address etc. Everything from this point on you will have to upgrade your service to utilize these services.
Income / Expenses is their average income and house hold expenses
Type is Residential vs. Business
Record is if the person’s call was recorded and you want to listen to the call
Digits is the caller navigational directory, if they needed to press extensions

Graph

This is TeleCapture’s Graphical Reporting section; there are different displays and graphs which detail valuable information about the calls made to your TeleCapture Numbers.

You can change the date range of the report by typing in a date or by clicking on the calendar next to the date. By default, the Graph range is the last seven days and shows all active TeleCapture Numbers. You need to move this back to the actual date your mail started for a campaign, to see the total results!!

You can select an individual TeleCapture Number or group of TeleCapture Numbers by holding down the control key on your keyboard and clicking the Numbers listed in the middle section.

Export

This is the TeleCapture Call Data Export System. It exports call data for TeleCapture Number(s) within a given date range in many different file formats. Use the drop-down list to select the type and file format of the export.

Change the date range of the report by clicking on the calendar next to the date. By default, the Export range is the last seven days and shows all active TeleCapture Numbers. You need to move this back to the actual date your mail started for a campaign to see the total results.

Select an individual TeleCapture Number or group of TeleCapture Numbers to include in the export by holding down the control key on your keyboard and clicking the Numbers listed in the middle section.

Run the export by clicking the Export Data button.

Search

This is the TeleCapture Search Page. From here you can search call records. Enter the Criteria that you wish to search for and click the Search Button. You can search on the Caller Name, Address, City, State, and Zip code as well as the Carrier for the incoming call and the Digits (DTMF Tones) that were entered during the call.

The column headings can be clicked to change the way the report is sorted.

Maps

This is the TeleCapture Call Map. It shows locations by ZIP Code of calls you have received in the date range that you select.

Hang-ups and calls under 30 seconds have been filtered in order to give you a more accurate picture. Some mobile phone carriers do not supply the ZIP Code with the caller ID data, any calls without ZIP Codes will not show up on the map.

My Account – This is the most under utilized aspect of this service by our customers…

Configure Email Reports

You are configuring automatic email reports.

TeleCapture will send up to five different reports to the email address you specify for each report. Each report can have one email address associated with it. If you need to send the report to more than one email address, you can configure an additional report or create an email group on your mail server and send the report to the group address.

The available reports are: This is how you maximize your response rates!!!

Per Call
An email is sent within five minutes of the completion of a call to the email address specified. This email contains detailed information about the call as well as a link to the call recording if recording is included, as a feature in the chosen Service Level for the TeleCapture Number.

Daily Summary
At the end of each day, an email is sent containing a summary of all active TeleCapture Numbers and the quantity of calls and unique callers each number received that day.

Weekly Summary
At the end of each week (Saturday at midnight), an email is sent containing a summary of all active TeleCapture Numbers and the quantity of calls and unique callers each number received the prior week (Sun-Sat).

Hang Up Alert!!!! – ****If your not using this your missing calls…
An email is sent within five minutes of a hang-up call. A Hang-up is defined as a caller who calls a TeleCapture Number and your phone is not answered after a few rings (15 seconds). Use this to help avoid missed calls. Callers with unknown or blocked Caller ID are exempt from this check as they are typically Telemarketers.

System Alert!!!! – ****If you’re not using this you’re missing calls… TeleCapture automatically monitors every call made through the system. In the event that a unique caller makes three unsuccessful attempts to call within a five minute period, TeleCapture will send an email to the specified email address alerting you. The email contains information about the caller so the caller can be called back. Use this to monitor the health of your phone system and phone lines. If a problem with your phone system or phone lines arise, remember that you can change the Destination number for your TeleCapture Numbers within seconds.

Short Call
An email is sent within five minutes of the completion of a call that lasts less than 90 seconds. This email contains detailed information about the call as well as a link to the call recording if recording is included as a feature in the chosen Service Level for the TeleCapture Number.

To Remove an Email Report, leave the Email Address Field Blank. You may enter only one email address per line.

Community Contribution

admin — Fri, 04 Sep 2009 17:22:49 +0000

Total donations to date $40,889.00 USD

S.M.A.R.T Marketing, is a national direct mail marketing company. We realize our consumption of paper products so in an effort to offset that usage, we have committed to plant five trees for every 1,000 pieces of direct mail delivered through our partnership with American Forests. Our company is based on the principles and the philosophy of going the extra step to do what is right for our customers and the communities in which they live and that is why we have established a community contribution program. As of 2006 we enable our customers to choose which of these organizations they would like to see us donate to:

American Forests

Plants trees across the United States and the World for Reforestation projects. www.americanforests.org

So far we have planted over 35,199 trees in the United States

Environmental Defense

Legally helps stop environmental issues

www.environmentaldefense.org

Smile Train

Helps children with cleft palates in poor countries from lifelong facial disfigurement with a simple and inexpensive surgery

www.smiletrain.org

Sea Shepard’s

Helps protect our oceans when legal solutions take too long or more attention is needed to the issue

www.seashepherd.org

USC Cancer Research

Helps to continue to find ways to cure or better the treatment of many cancers

www.ccnt.hsc.usc.edu

Make A Wish Foundation

Helps grant wishes to seriously ill children

www.wish.org

Surfrider Foundation

Helps protect our beaches from development and pollution

www.surfrider.org

Camp Ronald McDonald

Pays for seriously ill children to go away to a summer camp program

www.campronaldmcdonald.org

Finca

Loans money to poor families in developing nations to start small business and become self sufficient