QUICK ORDER FORM
Custom Campaign
Monthly Mailer
Monthly Video
July Marketing Updates
Print Pricing
summer homebuying
do's and don'ts
THIS MONTH'S CUSTOM CAMPAIGNS ARE UP!
SEE THE CAMPAIGN!
Sign up for the year-long Consumer Education Campaign!
An informed buyer is typically a happier, easier to work with buyer! Comprised of common questions and helpful information, this campaign lasts all year long! Sign up and let us help inform your buyers!
SIGN UP!
DID YOU KNOW...
You can order the custom social media campaigns in Total expert! You can also order tons of other social media pieces - even video social media! Click "Video" in tags to see all social media video!
Try it in Total Expert!
2025 Social Media Marketing Pricing
MLOs in the Top 50 from the previous quarter may choose to receive a Generic, Custom or Branded content calendar free of charge. MLOs not in the Top 50 from the previous quarter are welcome to create posts and schedule posts for free via Total Expert, or pay for any of the listed management options. Please note, any option can be created in a minimalist style.
Real Branded Calendar
10-12 Posts | $100.00/month*
What makes it branded? Each post (graphic) on your calendar will be designed to have your photo as the main focus, instead of using stock images. Most captions include a call to action.
10-12 Posts | $75.00/month*
What makes it Conversational? Want your content to focus on more than just the mortgage industry? With the Conversational Content Calendar: you choose the topic, we make the graphics. Each post will have your logo and/or contact information on it.
Real Conversational Calendar
10-12 Posts | $10.00/month*
Real Social Calendar
Calendar Includes: Each post (graphic) on your calendar will be designed to have your photo as the main focus, instead of using stock images. Most captions include a call to action.
10-12 Posts | $50.00/month*
Real Custom Calendar
What makes it custom? Each post (graphic) on your calendar will be designed to have your photo as the main focus, instead of using stock images. Most captions include a call to action.
PRINT
INVITE YOUR REALTORS TO FILL OUT THE REQUEST FORM!
MONTHLY MAILERS!
DIGITAL
You can access Total Expert recorded trainings, by topic, in DASTube? Click below to learn how to access our social media and video content library and post social media directly from Total Expert! We also have other trainings are available by topic, scroll through to see more!
SPEAKER SERIES
may 8, 2024 11 AM-12 PM CST
Register now!
Authenticity Amplified Workshop
Brittney Bonds
REALTOR® and Motivational Speaker RedKey Realty Leaders
Agent Introduction Sessions with Alec
Now available twice a week!
Tuesdays will be "meet the team" and how pricing works and Thursdays will be a Total Expert deep dive!
Each session lasts 30 minutes. Let your agents know!
BOOK TUESDAY
BOOK THURSDAY
Are you ready to market renovation loans?
We are! Take a look at the marketing materials we've created to help you and your realtors expand your market!
Order your renovation marketing here!
order now
Check out our all-inclusive guide to social media marketing!
Social Media Guide
Are you signed up for the post-closing direct mail campaign?
If you're not signed up, take advantage of this offering today! We will take care of all the work for you!
SEE THE CAMPAIGN
SIGN UP
The 2024 Marketing Book is Updated!
Bookmark this for updated pricing, turn times, samples and process information!
IN THE DAS STORE!
Your Mortgage Era Friendship Bracelet - Variety 10 Pack Crafted with care, this bracelet celebrates friendship in a way that's as unique and beautiful as the relationship it represents.
ORDER NOW!
Create an Easier CRM Experience with New Pipeline Views!
Segment your Database for Easy Action!
AGENT SIGN UP!
Social Media Management services are live! Real Creative is here to make digital marketing real easy. Stay in front of your audience with industry tips and market updates from our pool of content posted on your behalf. Let our team do the work for you! Sign up here:
Monthly Mailer Form
The monthly mailer form must be filled out and submitted by your REALTOR partner.
This month's mailer options are below. You can click the link to the right to send to your REALTOR partner to fill out.
Monthly Special Video
monthly updates
social media updates
video updates
print updates
digital updates
newly hired?
+ Digital systems
+ marketing
Monthly Custom Campaigns
Intro to Social Media: Good vs. Great Social Media Post
Consumer behavior is very often dictated by the subconcious, so creating a memorable brand is critical when deciding what to post. Find out how to add value while fostering positive interactions. Join Emily Miller on April 24, 2024 01:00 PM CST!
SIGN UP TODAY!
LO Monthly Special Video
Agent Monthly Special Video
VIDEO
New! Monthly Video
Let your agents know we can create videos for them too!
Complete this form to receive an email directly from Box+Bestow for setup. It’s all automatic from there. Your closed loans will flow directly from Total Expert into your B+B account. You can log into your B+B account at any time to modify your gift, remove a gift from a customer, etc.
You can also access quick, bite-sized videos about using Total Expert by topic here!
Send this link to your agents so they can order the Agent Monthly Special!
Agent Monthly Special Video Order Form
New Courses Underway!
Visit the Digital Page to Find out More!
Important note for MLOs not in the Top Producers Club: Orders will count toward the monthly total of the month the agent paid in. We feel this will be more fair than basing it off of when the order was first submitted.
Consumer Education Campaign
If you already have your social media accounts integrated, just log in to Total Expert, go to Web Marketing, Social Media, Create New - like below!
Create and schedule any of these any time you'd like!
First time? Just Log in to Total Expert and integrate your social media accounts! Pro-tip: Make sure you're logged in to your social media accounts first!
Automated Closing Gift Program!
You'll also see some of the materials on the print, digital and video section on this site!
Did you miss the Rate Drop Marketing Presentation? We have links to the recording and the powerpoint below!
Dale Vermillion Training
Next Session: 7/23/25 @ 2:15 PM CST,
When you shop for a lamp online, you start seeing lamp ads everywhere. Be that lamp! We're now offering targeted ads!
Using Adwerx, we can promote your business and build your personal brand by strategically placing your ads on leading platforms like Facebook, Instagram, and thousands of premium websites and mobile apps, your message reaches the right people.
Increase your revenue by up to 23%. Clients need 5-7 interactions with your brand. 25%-95% revenue boost by increasing customer retention only 5%. Typical lender retains just 1 in 5 customers for a refinance or next purchase.
FIND OUT MORE
VIDEO RECAP
Coming 10/6/25 Quarter Four: Print Marketing with Marketing Coordinator & Graphic Design with Brandi
Each quarter, Marketing offers a 1-hour live webinar that will also be uploaded into Absorb. MLOs who attend the live class (or watch the Absorb class) and complete the homework will qualify for free unlimited marketing for that quarter. The first and second quarter courses are closed.
POWERPOINT
Social MediA
Sign up and forget it! Start 2025 right! Strengthen relationships and trust with consistent direct mail!
2025 Calendars are Available Now!
Our Agent Marketing calendars are available to order now! You can order a 2025 calendar branded to you to send to clients and marketing partners!
Are you using a CRM platform? Whether it is Total Expert or something else, tell us about your CRM!
2-QUESTION CRM SURVEY!
Have an agent who is overwhelmed by the marketing sign up process?
Ask for an Express Order Coupon!
Allow an agent who really wants to try our marketing but wants to fast track the process to use our Express Order coupon on their first order!
ORDER COUPON
SOCIAL MEDIA
New Seasonal Social Media Packages for your Realtor Partners!
The Seasonal Campaigns offer homebuying and selling content specific to the time of year and The Specific Campaigns provide holiday content! We have an email in TE to send to your realtor list - let us know if you'd like us to send it for you! Check out the pieces and the order form!
Seasonal Packages
Order Form
Click here to see the top producers list for Q4 2024!
Where do you rank for next quarter? Click here to check out the live stats which are always available on the HOP!
Your Marketing and Technology Package
CLICK HERE FOR MORE INFORMATION
The Tech Plus package has Total Expert access, which allows access to the marketing department and cobranding - the Tech package does not have Total Expert access.
Check out how made the Q1 2025 Top Producers Club!
Need a refresher? Click here for the Vermillion Sales Call Cheat Sheet!
Athletic Rope Cap Embrace retro vibes with this five-panel rope cap that combines lightweight performance fabric with old-school fashion for a fresh take on a vintage look.
The Total Expert Rate Quote Feature is Live!
Generate real-time, personalized rate quotes! Powered by Optimal Blue, this tool provides dynamic loan data, enabling the calculation of potential monthly savings and facilitating meaningful refinancing discussions with customers. Register for live training on the 29th, 2-3pmCST below!
REGISTER
New Pipeline Views!
Course DETAILS Quarter One: Marketing at a Glance with Alec Picinich
Each quarter, Marketing will offer a 1-hour live webinar that also will be uploaded into Absorb. MLOs that attend the live class (or watch the Absorb class) and complete the homework will qualify for free unlimited marketing for that quarter. Must complete at 4 homework options to qualify.
Alec’s recorded class will be live in Absorb on 1/7/25. MLOs must finish the Absorb class by EOB on 1/14/25 to qualify. Marketing Provides: Webinar that Details all of Marketing’s Offerings and Services Homework: must complete by 1/31/25 to qualify. Proof of completion must be emailed to marketing@usamortgage.com by the due date.
HOMEWORK OPTIONS
Invite 5 new agents to connect with you in Total Expert
Cold call 5 agents Co-host an open house with an agent Co-host a first time homebuyer event with an agent Attend a realtor association event Schedule an agent marketing meeting with Alec Walk an agent through their first order in TE
Invite 1 new non-agent partner (financial planner, builder, divorce attorney, etc) to connect with you in Total Expert
Meet with an agent to discuss our 2025 Marketing Plan and help map out their marketing strategy for the year
Quarter TWO: Social Media and Digital Marketing with Emily
Post on personal page reminding friends to like their business page
Share a listing post from an agent on Facebook and tag them in it.
Create a LCA for an upcoming open house
Create an SPS for a listing one of your Realtor partners is marketing
Live Webinar on 4/7/25. MLOs that don’t attend live must finish the Absorb class by EOB on 4/11/25 to qualify. Proof of completion must be emailed to marketing@usamortgage.com by the due date. Homework must be complete by 4/30/25 to qualify.
Webinar on social media best practices, tips & tricks.
Send out an email blast to your sphere of influence
Send out an email blast to your agents in Total Expert
Set up an Instagram account for your business
Invite Emily Miller to present to your agents about our Agent Social Media program
Course DETAILS Quarter three: Video Marketing with Doug
Post a video on social media intro’ing yourself and why an agent and/or client would want to work with you.
Film an Open House Follow Up video and send it out to anyone you met at a recent open house
Film an informal interview video with an agent and post it on your social media (and hopefully on theirs too!)
Invite Doug Hoffmann to present to your agents about our Agent Video program
Order a Monthly Special Video on your own through Total Expert
Host an Agent Video Shoot at an agent’s office
Send out a BombBomb video in Total Expert to your SOI and/or Agents
Live Webinar on 7/7/25. MLOs that don’t attend live must finish the Absorb class by EOB on 7/11/25 to qualify. Proof of completion must be emailed to marketing@usamortgage.com by the due date. Homework must be complete by 7/31/25 to qualify. Marketing Provides:
Webinar of How to Order Video in Total Expert Webinar Explaining the Difference Between a Good Video and a Bad Video with Examples Webinar that Shows the Behind the Scenes of Script-Writing. Walkthrough of How to Film Yourself
Course DETAILS
Place an order for two LO-only print pieces found in Total Expert.
Meet with an agent to discuss our Geo-Farming Handbook and Pick Out which Area to start geo-farming together
Cold call 5 agents
Schedule a meeting with an agent to discuss our 2026 Marketing Plan and help map out their marketing strategy for the next year
Make plans to co-host one of the following holiday events with an agent:
Schedule an agent marketing meeting with Alec
Order a custom designed print piece with an agent
Live Webinar on 10/6/25. MLOs that don’t attend live must finish the Absorb class by EOB on 10/10/25 to qualify. Proof of completion must be emailed to marketing@usamortgage.com by the due date. Homework must be complete by 10/31/25 to qualify. Marketing Provides: Webinar with a Breakdown of the Types of Print Marketing Offered Along with Best Graphic Design Practices.
Quarter four: Print Marketing with Marketing Coordinator & Graphic Design Practices with Brandi
Halloween trunk or treat Thanksgiving pie giveaway
Some type of “Meet Santa” client appreciation event
Order holiday cards to send out to all listing and buyer’s agents you worked with this year
Send out an email blast thanking your past clients for a great year, and ask for their friends and family referrals
Walk an agent through their first order in TE
CoursE DETAILS
Marketing Provides:
Watch this "Journeys and Email Campaigns Overview" Video
HOME
Posting Social Media
Single Property Sites
Lead Capture Apps
Order Flyers
Order EDDMS
July Social Media Updates
Custom Campaigns!
Customize these in TE to download immediately or order here!
year-long consumer education campaign
Real Creative is here to make digital marketing real easy. Stay in front of your audience with industry tips and market updates from our pool of content posted on your behalf. Let our team do the work for you!
ORDER IN TOTAL EXPERT!
DID YOU KNOW?
You can order Custom Campaigns in Total Expert at your convenience!
Just log in to Total Expert, go to "Web Marketing", then "Social Media" then "Create New"! Feel free to try different tags - use the "Video" tag!
FROM THE ARCHIVE
Peruse some of our past campaigns to get ideas - or send a request to get them customized to you (and/or your realtor)!
Let us post for you
Social media guide
advertise your reviews!
Positive reviews give potential borrowers a great first impression of you and your business. Marketing can help create graphics to show off your best reviews!
Are you ready to post thru the rate drop? We can help!
June Print Updates
HOT OFF THE PRESSES
Take advantage of the rate drop with debt consolidation marketing!
ORDER FLYER
Monthly Direct Mail Package
Send this link to your REALTOR partner to order!
Total Expert has a vast print library! Order existing pieces there, or request a custom piece within Total Expert!
TOTAL EXPERT
TRENDS IN PRINT
3 TIPS FOR BRANDS NEW TO DIRECT MAIL CAMPAIGNS UTILIZE AUDIENCE SEGMENTATION
Naturally, not every consumer will respond in the same way to being on the receiving end of a direct mail campaign. Thus, in order to give your campaign the best shot at success, you need to pick and choose which audiences you’ll include on your mailing list. The good news is direct mail can be just as highly targeted as digital marketing. Thus, the best practice is to select a handful of audience segmentations that your customer data indicates will respond best to direct mail, and then test it out.
LEAN INTO PERSONALIZATION
Personalization is about more than adding a recipient’s name to an envelope - it should encompass everything about the campaign. The message, the special offer, the timing — even the mail’s format should be personalized. When a customer receives direct mail at the right time, with the right message, the right offer, and in a unique format, they’re bound to be greatly impacted (and hopefully moved to action).
ALWAYS FOLLOW UP & TRACK ENGAGEMENT
To be truly successful, you need to follow up your direct mail campaign with another form of outreach — and it needs to be tracked. Be it a phone call, personalized email, or text message, your brand can’t just send out mail and hope for the best.
PURLS AND VARIABLE DATA PRINTING
Variable data printing (VDP) and personalized URLs (PURLS) can be used in EDDM campaigns. You should try to boost engagement with your local audiences through EDDM pieces, and use personalized print pieces that include elements like the customer’s name, make mention of a previous purchase, or extend an invitation to come in store to try a new product or be a part of a promotional event.
QR CODES
Local customers tend to be drawn to coupons, discounts, and special offers. QR codes engage customers and entice them to take action. QR codes integrate seamlessly into both the digital and print worlds, where they can be used to direct your target market to your company website.
PERSONALIZATION REIGNS
The insights and preferences of different customers can be the same, but your task is to make each customer feel unique and treasured. This has to be obvious not only through the quality of your particular products and services, but also via communication channels you like. Customized prints will help you build a strong relationship of trustworthiness and mutual understanding with your audience.
With rates coming down, let your SOI know what that means for their home equity!
ORDER BOOKLET
Let the neighbor's know what their home equity could do for them!
Let your contacts know you're availabe to discuss how the rate drop affects their mortgage options!
ORDER SOCIAL MEDIA
Let a potential marketing partner skip to the front of the line with this coupon! Valid on their first order, your agent can put off learning Total Expert for their first order and get the opportunity to experience marketing without the sign up process!
ORDER EXPRESS ORDER COUPON
Let them know where you're licensed AND that you can help them even if they have a transaction in a state you're not licensed!
ORDER LICENSING FLYER
Debt Consolidation Flyer and Direct Mailer!
Home Equity Doorhanger
Home Equity Flyer
Mortgage Review Flyer
Express Order Coupon
These pieces have matching emails in TE and targeted Adwerx ads as well!
Rate Drop Flyer and Direct Mail!
July Digital Updates
IMport Example Spreadsheets
These formats must be used for imported data.
CONTACT SPREADSHEET
LOAN SPREADSHEET
coming soon
Keep your renovation borrowers informed about the specifics on their loan and construction process.
DO YOU HAVE TOTAL EXPERT QUESTIONS?
Check out the marketing DASTube channel for bit-sized Total Expert lessons on demand!
Activate new Email Journeys in Total Expert!
These are now available to everyone!
Rate Drop Refinance Journey: This refinance journey is for when interest rates drop for past clients or current homeowners. 7 emails over 42 days. 3 refinance emails, 3 cash-out refinance emails, and 1 check in email. Refinancing Journey: This journey is for past clients or current homeowners to see if they would be interested in refinancing their current home loan.
Add your past clients or leads to the journey by group or by using the focused view.
Do you have questions about Journeys and Email Campaigns? Revisit this introductory, short training session!
How to Add Individual Contacts to Groups
Click Here to See How!
On the left navigation, click Leads & Contacts > Contacts. Use the search bar to quickly find your contact(s). Search by name, email, or phone number. Check the box next to each contact name. At the top of the page, click Actions > Organize contacts > Set groups. A slide out page appears. Toggle the Add Groups option then choose the group(s). Note: If you need to create a new group, input the name of the group and click Add New Group. Click Submit. Click Notify Shared Members to notify the shared users of a certain contact.
In the meantime, remember you can revisit past training session by visiting the HOP, clicking on DASTube and heading to the Marketing Channel! Or, just CLICK HERE!
Intermediate: July 10 | 1:00-2:00pm CT | How to Create and Send emails All Stages: July 18 | 2:00-3:00pm CT | Creating Customers for Life Advanced: July 25 | 2:00-3:00pm CT | Experienced End User Training All Stages: July 31 | 1:00-2:00pm CT | How Journeys and Auto-campaigns Interact with your Leads and Contacts
SCHEDULE
Visit the HOP's Marketing Page to add the courses you're interested in to your calendar!
Targeted Advertising
Reach Your Network Where They Spend Their Time By strategically placing your ads on leading platforms like Facebook, Instagram, and thousands of premium websites and mobile apps, we guarantee that your message reaches the right people at the right time.
Increase productivity by up to 15% Tailored messaging to a custom audience is proven to positively impact the sales process.
Reach the right audience Message specifically to distinct custom audiences.
Increase trust & gain referrals Leverage existing databases to create trust & drive more referrals.
Increase brand awareness Increase brand awareness by bringing warm leads back to your site to convert.
CLICK HERE TO SIGN UP!
July Video Updates
May Monthly Special Video
Sales Expected to Rise
Compromises to Consider
Buyers Turn to New Construction
Work with a Local Lender
Applications Rise
Signs point to more Inventory this Spring
Using Your Tax Refund to Buy a Home
Who Makes Your Mortgage Possible
Are Buyer's Agents Needed?
Buy the Investment, Not the Rate
Sellers Have the Upper Hand
Refinance Activity Increasing
Take a look at some of our other options! You can order, download and share to social media most of our videos on Total Expert! Just log in, go to "Web Marketing", "Social Media" then "Create New"! Once you're there, make sure to check the "Video" tag box!
Buy When you Need to Buy
Start Prepping Sooner
Record High Equity
Check out the NoDown!
April Monthly Special Video
January Monthly Special Video
Possibility Protection
Animated Loan Milestone Example: Loan Approval
Generic Recruitment Video
February Monthly Special Video
March Monthly Special Video
July Monthly Special Video
June Monthly Special Video
August Monthly Special Video
Take a look at some of our rate drop and refinance videos! Many are available in Total Expert!
September Monthly Special Video
December Monthly Special Video
November Monthly Special Video
resources
Just getting started with marketing with Real Creative? First things first!
You MUST receive an email notifying you that your NMLS license HAS BEEN TRANSFERRED to DAS Acquisition before marketing can provide you with marketing materials. We can prepare your marketing materials before then, but we cannot distribute them to you or anyone else until that process has been finalized.
If you to ask specific marketing questions, feel free to join Alec's weekly webinars Tuesdays 12-12:30 CST. You can also invite your REALTORS to these webinars.
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WELCOME! We're glad you're here! If you'd like to meet us, click the resources section! The entire team is there!
CLICK ON THROUGH Click though the tabs below to ensure you are taking advantage of everything we offer.
GET ON BOARD! Click here to see your onboarding marketing package and opt-in!
SEND YOUR HEADSHOT The marketing department will update your marketing profile!
Hi! Welcome to USA Mortgage! We've been told that we do things a little different than other marketing departments, so we wanted to make sure you know exactly what you're getting in to!
You have a creative team!
You not only have a marketing coordinator designated to your specific team, you also have graphic designers, content creators, digital and video options PLUS the two honchos that keep it all together, SVP of Marketing, Chelsea Vonder Haar and Marketing Manager, Alec Picinich. You can meet the entire team in the resources section!
You have a marketing process!
How does that work? We handle almost everything! From marketing piece creation, to providing proofs to your agent partners, to compliance approval to production and fulfillment! All we need is your (or your agents') order! Click on one of the tabs to the right to find out more about how to get started on the marketing you're looking for!
You have a print shop!
Your access to commercial printing equipment. Industrial printers, cutters, sorters and folders - all located just a few feet from your marketing staff.
You have a video studio!
If you're near headquarters, book a time! If you're camera-shy, we also have options for that!
Here are a few things to help you get started. Don't forget, the resources link on the right side of the screen is a great place to find answers even if you've been here for years!
SOCIAL MEDIA USA Mortgage provides robust Social Media services - here's what you need to know!
read more
VIDEO Are you ready to get started with video? Focus on loan products OR help your real estate agents get exposure! Lets get started!
PRINT You name it, we can probably print it! We have thousands of templates but can also bring your ideas to life! Let's make it happen!
DIGITAL MARKETING Want people to Google your business? Interested in leads? Get an email campaign started? We have you covered!
DIGITAL MARETING Want people to Google your business? Interested in leads? Get an email campaign started? We have you covered!
DIGITAL SYSTEMS We love our tech stack and we think you will love it too. Find out how your new tech enhances your success!
Get onboard!
To make you feel super-duper welcome, we have these materials at the ready - just waiting for you to arrive! Let us know if you want to opt-in for all these items, or if you'd like to choose which ones work best for you! Don't forget, you can always get in touch and get something custom created just for you, at any time!
A few things: Simply fill it out the form below and we will get started! Regarding the bottom two options, the postcard and the email blast - they require a list of recipients. Please note that the postcard and email blast options require a recipient list in excel spreadsheet format. If you click either of those options, your marketing coordinator will reach out for the required data!
We’d love to hear why you made the decision to join USA Mortgage. Please click below to take our survey!
Social Media Post
Video
Postcard
Email Blast
Email Us
Order Business Cards
Company Store
Total Expert
Post Closing Campaign Sign Up
SURVEY
REGISTER HERE!
Getting Started with Social Media
Ready? Set? Go!
The easiest way to get started with your social media marketing journey? Meet with Emily to go over your goals for social media.
Meet Emily Miller our Brand Development Strategist and resident social media expert! Emily not only does she manage our corporate social media, she also manages our mortgage loan originators' social media accounts and creates custom content for their pages.
Until then, your can start here!
Sign up for a content calendar
If you haven't already, click here to opt in to our New Hire Onboardng packet you saw on the previous page to have content to post without having to wait.
CUSTOM REQUESTS To request a custom social media piece, simply click below with an example (inspiration picture) or send us your ideas! With as much detail as you can provide, we can make just about any of your ideas come to life. What to include in your request email: any example, whether or not you want your contact information on the piece, which platform the post will be published on.
CUSTOM REQUESTS
Choose a cover photo to match your brand. If you like one that you see, let us know and we can reformat it for all your social media platforms! Or request an entirely new be made to match your brand.
Getting Started with SociaGetting Started with Social Medial Media
Getting Started with Video
Are you ready for your close up?
Meet Doug Hoffmann! Doug handles all loan officer and agent videos!
How should you get started?
EMAIL US
Contact us! Whether you see the perfect option on our Video Menu, or have an idea of your own, reach out to Marketing to get the ball rolling!
There are a ton of options for LO’s and Agents, with new videos being added all the time. Ask them for guidance or place your order directly on Total Expert.
Video is one of the most important ways to drive engagement, and our team makes it easy!
BOOK A SHOOT
Schedule your shoot! The next step would be finding a time to film your video. Either come in to our fully equipped studio, or find out if we can come to you!
3, 2, 1... Action! Your time to shine! You might think that filming is going to be the hardest part, but we're so good at our job, that it’s actually the easiest. We’ll give you everything you need to look like an absolute pro in front of the camera!
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Publish your video! After your shoot, our team will get to work editing your video! Within the next week or two, you should receive the finished product, and are free to publish it to your website, social media, youtube, anywhere you want!
Thinking about submitting video to us from your phone? Here are some helpful tips!
Submitting Footage Once you have everything you’d like filmed, you will need to send the files over via a Cloud service like OneDrive, Google Drive, DropBox etc. The files will be too large to email over, so creating a link through one of those services will allow you to send your videos over in their highest quality
Quality Audio Audio makes up most of your video. If your audio is not good, viewers can quickly be turned away. As previously stated, choose a quiet controlled area when filming if you can and avoid unwanted noises, SILENCE YOUR PHONE NOTIFICATIONS! You will also want to test your mic before filming. Do a couple test runs with your camera where it would be when you are filming.
Framing Now that you know the proper orientation, you need to know how to properly frame your subject. Fill the frame leaving some head room and room on the sides, or slightly off center the subject to create a more visually pleasing scene.
Film in Landscape Mode THIS IS THE MOST IMPORTANT PART OF FILMING. When filming you will want to film horizontally vs vertically. This will avoid viewers seeing black bars in your video and allow you to capture more image in frame. Not only does landscape make your video seem more aesthetically pleasing in general, but it’ll also make it more enjoyable to watch when viewed on a widescreen or television
Tripod for camera or phone If you are shooting on a laptop you don’t need to worry about having a tripod set up, just ensure your computer is on a stable surface that is close to face level. It is important your video is stable and not shaky. To avoid this, invest in a tripod compatible with your phone or camera. If you do not want to buy a tripod you can get creative and make your own by setting up some books or find a nice place to set your phone where you are filming that makes sense.
Clean and quiet area with good lighting When deciding where you should film your video keep the following in mind: Lighting, Sound, and Framing. Make sure the area is lit well enough so the camera can see what is in frame. Choose an environment where you have the most control over the sound around you. Film in a clean area with a background that will not be too distracting to the viewer.
What is Needed? You will need a smartphone camera or the webcam on a computer. If you plan on recording through your computer, all you need to do is use the record function on Zoom, and you should be all set.
Getting Started with Digital
Let us handle all your digital marketing efforts; including email campaigns, single property sites, and the lead capture application! From email drip campaigns, to your Google business, to targeted ad campaigns, to single property sites to lead capture apps, we have your digital options covered!
Become a Total Expert Expert!
Please make sure all information is in their own separate columns in Microsoft Excel. This means the first name will have its own columns, last names have their own columns, and this also applies to the property address, city, state, zip. Remove any duplicate contacts or there will be duplicate contacts record in your Total Expert account and we want to avoid that as much as possible. Total Expert needs 3 points of the same contact data to avoid making duplicate contacts. Total Expert requires you to have the minimum information: a first name, last name, and another point of contact information to upload the contacts (Phone, Email, Full Address). For past client uploads including their loan information, a loan number and a closing date is required.
Total Expert, our marketing portal, is where all of our marketing is housed! Whether you need print materials, emails, and/or web marketing, this is where you will find it! Your marketing training will cover Total Expert, but feel free to explore the video tutorials below, or click the Total Expert logo to log in and look around!
Video Tutorials
Send us your past client, realtor, and contact lists to upload into Total Expert.
Email us your lists!
What are email campaigns and journeys? Both are emails that come from you, originating from Total Expert. Journeys are smarter, as they interact with Encompass. A campaign can not read Encompass and can not move contacts to their appropriate marketing email message.
Getting started with email campaigns and journeys
Which campaigns and journeys are automatically turned on in my Total Expert Account? USA Mortgage requires all MLOs to have on 2-3 auto-campaigns and 8 journeys. These will be active in your account when you receive your first client with USA Mortgage.
In-process emails These emails are automatically sent to the borrower and co-borrower when their loan advances through the different loan statuses in Encompass. These emails include: Application Started, Appraisal Ordered, Submitted to Processing, Submitted to Underwriting, and Clear to Close. Birthday emails These emails are sent every year on the borrower and co-borrower’s birthdays. Anniversary emails These emails are sent every year on the anniversary of the loan closing.
What are the required auto-campaigns?
Lead Management These are emails that are sent to your potential and future applicate contacts and vary between cold, medium and hot depending on close to a purchase they are. Online Lead Sources These emails are sent to leads from Sales Boomerang, Zillow, Realtor.com and Trulia. TBD These emails communicate with the borrower while they search for a property.
What are the required journeys?
Click here to learn more about Journeys!
6
Google My Business
MLO Local Presence Management (LPM)
What is LPM? Local Presence Management allows your business to promote its services to consumers in your area when they’re actively searching online for your services. Your information is sent to hundreds of local search directories like Google, Bing, and Apple Maps. What does it cost? For $150 per year to be able to post blogs, posts, events, your own Google Review link to send to borrowers, respond to your Google reviews, change your office hours when needed, analytics, and more! How do I sign up? Once your license has come through and you have a physical address, reach out to us to let us know. You will need to send over the following information: Name | Email | Address | Office Directory (if applicable) NMLS# Office Building with Picture (if applicable) | Other languages (if applicable)
88%
72%
78%
of people look up the location of a business on Google Maps
of consumers who perform a local search visit a business within 5 miles of their current location
of location-based mobile searches results in an offline purchase
Check out our video tutorials! Everything from getting started in Total Expert to social media integration - in bite-sized, topic-based videos!
Getting Started with Print Marketing
Our state-of-the art printers never stop! Our award-winning design team is at the ready! Let's print your marketing materials!
Is it in our print library already?
Are you familiar with our marketing portal, Total Expert? Your marketing training will cover this, but click here if you want a step by step guide!
Find the piece you would like in Total Expert (or email us your custom concept) and either place your order within Total Expert or click below to email us your request.
Our team will get you a proof of your piece to approve.
Once you approve, we will make sure it is approved by Compliance, print, and get your print pieces to you!
You can distribute your print pieces as you'd like!
Here are some ideas to get started!
Order the Mortgage Application Checklist!
Help your borrowers see how ready they are - and help them prepare for the next steps!
Give your buys a quick reference to some of the typical loan types!
Order the Financing in a Snapshot Flyer!
Provide this flyer to realtor partners or buyers - it includes contact information, company information and a little bit about yourself!
Order the Resume and Accomplishments Flyer!
These slightly larger than business card sized handouts can help point your borrowers to your app!
Order the Mortgage App Handout!
This booklet contains more detailed steps to homebuying as well as more details about the type of mortgage loans available!
Order the Mortgage Process & Loan Programs Booklet!
PRODUCTS | PACKAGES | IMPORTANT THINGS TO KNOW | GO TO "GETTING STARTED IN MARKETING"
Are you ready to get started with Digital Systems? We are very proud of our tech stack and believe that these tools can make a huge impact in your career. To reinforce your commitment to these systems, you will have 30 days to test out our full tech package at no charge. At the end of 30 days, you will begin being charged for these services with payment being via payroll deduction. Each branch handles this cost differently so please check with your manager to determine what your cost will be.
Our Core Products One your are licensed, or when your license transfers over, keep an eye out for Welcome Emails with details on how to get signed in from Experience, Mortgage Coach, MBS Highway, Homebot and SimpleNexus. Total Expert does not have a Welcome Email that goes out; just choose "Forgot Password". Your username in all 6 systems will be your email address.
Experience
MBS Highway
nCino Simple Nexus
Mortgage Coach
Homebot
This tool allows us to solicit customer feedback in a way that boosts survey response rates, and responds to customer concerns before they reach social media.
Total Expert is our marketing ordering platform containing hundreds of templates available to you. Your information (as well as your co-marketing partners’) auto-populates to any marketing piece you choose.
The communication tool designed to improve your batting average and turn more conversations into applications. Receive a daily coaching video from Barry Habib and beat the competition.
Our mobile app provides a competitive advantage - it allows you to start the loan origination process from anywhere. Engage borrowers on the spot and answer customer questions from anywhere.
This tool provides illustrated mortgage options with detailed financials, charts, video narration, and live updates on any device ensuring an informed home loan choice. Create a stunning digital presentation for your borrower (and agent) to review.
Homebot drives repeat and referral business by helping clients build wealth. Homebot ensures you are the trusted advisor your clients can rely on to make informed decisions about the largest asset they may ever own, their home.
Additional Products
This tool mines your closed database for new opportunities. The best part is your branch covers the cost of this service (depending on branch participation) and you don’t have to do much other than provide us with a list of your previously closed loans if you have them. See “Needed From You” section below. These alerts happen in three main categories so check out these videos to see how these can help you find more deals.
Sales Boomerang
This is a video messaging service that integrates with our core systems (Outlook, Total Expert, HomeBot) and has a mobile app for both iOS and android devices. BombBomb allows you create a more personal and memorable experience for your borrowers. This is an optional service that costs DAS employees $30/month (it is normally $60 if you sign up on your own). The service is on a month-to-month contract.
BombBomb
Use Case
Listing Alerts
Market Watch
Credit Watch
How your Tech Package affects your Marketing Options
Tech Plus unlocks the marketing department - from relationship-building opportunities cobranding with industry partners to custom marketing pieces to develop your niche, the Tech Plus package opens doors. Full time Mortgage Loan Originators are required to have the Tech Plus package.
tech
tech plus
nCINO Mobile App (Formerly Simple Nexus)
Optimal Blue
Experience.com
Free in-house marketing services, including print, digital, social media and video. Includes co-branding with partners
Pay for all marketing services as ordered via debit or credit card No co-branding available
$125
$300
Important things to know
Please do not change how your name or address appears in any of our systems. They must match what your NMLS license is listed as to stay compliant. If you want to use a different name, we’ll have to make sure that NMLS has that name listed for you as an alias in their system. The licensing department can help with getting alternate names listed with NMLS if you need help. Email Licensing Department
Needed from you
Professional Headshot
Send Marketing your headshot if you haven’t already. We'll use this as your profile pic in all your customer facing systems and will also be used by our Marketing dept if you choose to do any marketing. Send headshot to marketing Department. Your picture will be uploaded to Total Expert, Experience.com, nCino, MBS Highway, Homebot, the Corporate Website and your email signature.
Closed Loan Data
If you brought your previous database over with you in CSV or Excel formats, send them to us so we can get them uploaded into Total Expert, and Sales Boomerang.
SALES BOOMERANG LIST REQUIREMENTS
TOTAL EXPERT LIST REQUIREMENTS
First and Last Name Subject Property Address (unless they purchased a house and do not live in it. The address must be current.) At least 1 more form of contact other than the address a.Examples: i.Email Address ii.Phone 1.Cell 2.Office Or 3.Home
Loan Number First and Last Name (preferably in separate columns) At least 1 form of contact Examples: Email Address Full Address (street, city, state, zip) Phone Cell Office Or Home The following fields are not required, but highly recommended: Loan Amount Loan Rate Funded Date (without it, the imported loans will show in in the user’s active loan pipeline) Loan Program Loan Status Loan Type
Renovation Loan Marketing Materials What renovation marketing piece would you like to order?
Open House Kit
Standard turn times apply! If you select any type of sign, please note that these come from an outside vendor and require payment from all parties, approval and additional time for shipping.
2 Page Open House Flyer Includes sample payment options and a “notes” section for the attendee to remember important things about the home.
EDDM The most cost-effective way to target an area! Pick nearby routes and blanket the area!
Doorhanger Invite the neighbors! Encourage them to help decide who moves in to the community!
Social Media Carousel Similar to the flyer, with sample payment information - post these to relevant neighborhood groups and on your feeds!
Find Your Dream Home Workbook Keep on hand during your open house for first-time buyers! This book explains the ins and outs of homebuying - and includes sample payment options and a "notes" section for the attendee to notate important things about the home.
Sign In Sheet, Lender On Call Sheet and Welcome Sign Expand your SOI with the sign in sheet, let attendees know there is a lender ready to get them prequalified on call with the Lender On Call sheet and make them feel welcome with the welcome sign!
Sign and Sign Rider Grab some spontaneous attendees with a sign or sign rider.
Thank You for Attending Postcard Keep in touch with your attendees! Let them know you appreciate that they came and that you’re there for them if they want the home they visited, or, a different home!
Lead Capture Apps Complimentary Streamline the sign-in process for live events, capture contact information, and seamlessly automate for future engagement. Collect contact information to ensure you stay in front of every attendee after events and move potential buyers and sellers through the sales funnel.
Single Property Sites Complimentary Landing pages optimized for social sharing allow you to expand your reach, increase brand exposure, and stay front and center with potential homebuyers across channels. Beautiful landing pages showcasing property images automatically populated from MLS listings that are designed to enhance your current digital marketing efforts. Personalized, mobile-responsive landing pages — complete with editable forms that can be deployed in less than a minute.
Email to your REALTORS Let your agents know about our spring marketing offerings! This email includes the Open House Kit and the form link so that they can place their orders directly as well as our NAR Settlement marketing materials, "Why you need a buyer's agent" social media, direct mail and video!
Feel free to just send your realtor the order form link and let them decide what materials they need!
Client Campaign Postcards
Buyer's Agent Campaign Postcards
Seller's Agent Campaign Postcards
Order Now!
RESOURCES
Helpful Quick Links
Simple Nexus
The HOP
Meet the Team
Welcome to Real Creative! We're excited to help you with your Print, Digital, Social Media and Video marketing strategies.
Important: You MUST receive an email notifying you that your NMLS license HAS BEEN TRANSFERRED to DAS Acquisition before DAS Marketing can provide you with marketing materials. We can prepare your marketing materials before then, but we cannot distribute them to you or anyone else until that process has been finalized.
Would you like to speak to the manager?
Chelsea Vonder Haar, SVP of Marketing and Alec Picinich, Marketing Manager, are here to answer the big questions. They might not be able to answer the big existential ruminations, but they can definitely help you with marketing!
Creative
Brandi Mackenberg, our Creative Team Lead, creates nearly all of our marketing templates and custom designs.
Content
Emily Miller, Team Lead of Brand Strategy, has done your research for you. Ready to use social media to take your business to the next level? The Facebook Fairy is here for you.
Doug Hoffmann, Video Team Lead, create amazing, personalized videos that allow you to stand out and share what makes you unique. Our fully functioning video studio offers professional lighting, cameras, audio, green screen, and much more. They’ll even make an animated video for the camera-shy.
The Marketing Team
Kalie Justice and Carrie Gosiewski are here to get your flyers, direct mail, door hangers, hand outs and whatever else you can think of to print, printed! Reese is here to make sure everything gets finalized and out the door and in to your hands!
Meet Sasquatch and Big Foot
Our printers, Big Foot and Little Foot are the very same type of printers you'd find in a production print house -- and we often have higher printer volume than many of them! Together, they can print off books, brochures, trifolds, flyers, postcards, door hangers -- you name it! We also have a commercial cutter ("Cuddy") that trims your pieces, giving them a polished feels.
Digital
Have a technology question? From single property sites to lead capture apps to landing pages, Mitzi Hoffman, Digital Marketing Team Lead is here to help.
