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Add You - Loan Officer Marketing: Using Case Studies to Improve Your Credibility
So, this will be continued. The expectations are set! The one dollar and twenty two cents net earnings ($ 1,22) was (way) below the expectations. And so the stock prices (GOOG: $ 393) fell back 9% today. Both stocks quote below the level of December when the live reporting began; GOOG (-5% from $ 415) and YHOO (-15% from almost $ 41).These are however absolute returns. The stocks are setup in a race between, but there i
Detail your Return on Investment. Explain how your service pays for itself. For instance, client referrals doubled in 2 months.
Contain Costs. Show how working with you keeps costs contained. This is especially important to those agents that are spending way to much money on their marketing efforts and are frustrated with the cost of acquiring new leads and clients. Explain how your service helped other agents reduce their fees, such as reducing their marketing spending.
Reduce barr
You can get some answers to this critical question by rating yourself against a composite list of the attributes employees say their bosses should have if both parties are to be successful.(And, by the way, you can rate your boss while you are at it.)The ability to be a good two-way communicator shows up on every survey of desired management qualities. (Despite this fact, most employees give their supervisors and employers onl
A case study accomplishes three things: it identifies a problem; it shows the solution; and it documents your performance. You offer proof of performance with a case study and sway skeptical agents.
Effective case studies are structured using a common formula.
Three Section Case Study
The first section of your case study describes a very specific problem. This section has to draw the reader in, it has to be something that the agent can relate to, a problem they’ve experienced.
Be careful not to offer solutions in this section. This entire first section is about developing a complete understanding of the problem. This is where most loan officer marketing materials go wrong: they don’t describe problems, instead just focus on solutions.
Solution focused marketing is sent out in the masses to Realtors. You will not capture their attention with materials that look just like every other loan officers.
The second section of the case study describes exactly how this specific problem was solved. It implies (but doesn’t directly say) that by using your services, you could solve the problem for them too. In this section, you want to be specific in your solution and very personal, written in first person (I, me, mine, etc.)
The last section describes the results of the action. These results must be very specific, they need to be tangible and measurable. It’s one thing to say you saved a client thousands of dollars, it’s another to say you saved the client $3,000, or that you closed the loan 4 days ahead of the original closing date.
If you aren’t specific, your solution will not be taking seriously.
Focus on Benefits
Focus your case study on how your service addressed a specific issue. This issue is the backbone of your case study. You don’t want to bring in descriptions of other problems because it dilutes the message.
Incorporate statistics, charts, tables and figures to reinforce where appropriate.
Detail your Return on Investment. Explain how your service pays for itself. For instance, client referrals doubled in 2 months.
Contain Costs. Show how working with you keeps costs contained. This is especially important to those agents that are spending way to much money on their marketing efforts and are frustrated with the cost of acquiring new leads and clients. Explain how your service helped other agents reduce their fees, such as reducing their marketing spending.
Reduce barr
Do you have the right personality type to successfully run your own business?It takes an entrepreneurial fire in your belly to start a business and make it succeed. Not everyone has it.How do you know if you have what it takes to start a business? There's really no way to know for sure. But I do find things in common among the emotional and family fabric of people ready to consider an entrepreneurial venture.<
The first section of your case study describes a very specific problem. This section has to draw the reader in, it has to be something that the agent can relate to, a problem they’ve experienced.
Be careful not to offer solutions in this section. This entire first section is about developing a complete understanding of the problem. This is where most loan officer marketing materials go wrong: they don’t describe problems, instead just focus on solutions.
Solution focused marketing is sent out in the masses to Realtors. You will not capture their attention with materials that look just like every other loan officers.
The second section of the case study describes exactly how this specific problem was solved. It implies (but doesn’t directly say) that by using your services, you could solve the problem for them too. In this section, you want to be specific in your solution and very personal, written in first person (I, me, mine, etc.)
The last section describes the results of the action. These results must be very specific, they need to be tangible and measurable. It’s one thing to say you saved a client thousands of dollars, it’s another to say you saved the client $3,000, or that you closed the loan 4 days ahead of the original closing date.
If you aren’t specific, your solution will not be taking seriously.
Focus on Benefits
Focus your case study on how your service addressed a specific issue. This issue is the backbone of your case study. You don’t want to bring in descriptions of other problems because it dilutes the message.
Incorporate statistics, charts, tables and figures to reinforce where appropriate.
Detail your Return on Investment. Explain how your service pays for itself. For instance, client referrals doubled in 2 months.
Contain Costs. Show how working with you keeps costs contained. This is especially important to those agents that are spending way to much money on their marketing efforts and are frustrated with the cost of acquiring new leads and clients. Explain how your service helped other agents reduce their fees, such as reducing their marketing spending.
Reduce barr
In recent years the rush to Franchise has been as much about
companies wishing to grow as it is about people wanting to start
their own business.Why do companies want to Franchise? Well! It is a case of simple
economics; a small company can grow and expand much more
quickly and much faster by adopting the Franchise model.To grow quickly small companies need to have access to plenty of
liquid capital (cash) to pay for
The second section of the case study describes exactly how this specific problem was solved. It implies (but doesn’t directly say) that by using your services, you could solve the problem for them too. In this section, you want to be specific in your solution and very personal, written in first person (I, me, mine, etc.)
The last section describes the results of the action. These results must be very specific, they need to be tangible and measurable. It’s one thing to say you saved a client thousands of dollars, it’s another to say you saved the client $3,000, or that you closed the loan 4 days ahead of the original closing date.
If you aren’t specific, your solution will not be taking seriously.
Focus on Benefits
Focus your case study on how your service addressed a specific issue. This issue is the backbone of your case study. You don’t want to bring in descriptions of other problems because it dilutes the message.
Incorporate statistics, charts, tables and figures to reinforce where appropriate.
Detail your Return on Investment. Explain how your service pays for itself. For instance, client referrals doubled in 2 months.
Contain Costs. Show how working with you keeps costs contained. This is especially important to those agents that are spending way to much money on their marketing efforts and are frustrated with the cost of acquiring new leads and clients. Explain how your service helped other agents reduce their fees, such as reducing their marketing spending.
Reduce barr
Advertising is the life blood of any business, no matter how big or how small. So, the problem is how to make ones advertising dollar get the most bang for the buck. It's not enough to advertise. Your advertising must be effective. Check out the following ways to advertise for little or no cost.Having a Website - The age of the internet has expanded the possibility of owning your own business to an almost unlimited number of people.
If you aren’t specific, your solution will not be taking seriously.
Focus on Benefits
Focus your case study on how your service addressed a specific issue. This issue is the backbone of your case study. You don’t want to bring in descriptions of other problems because it dilutes the message.
Incorporate statistics, charts, tables and figures to reinforce where appropriate.
Detail your Return on Investment. Explain how your service pays for itself. For instance, client referrals doubled in 2 months.
Contain Costs. Show how working with you keeps costs contained. This is especially important to those agents that are spending way to much money on their marketing efforts and are frustrated with the cost of acquiring new leads and clients. Explain how your service helped other agents reduce their fees, such as reducing their marketing spending.
Reduce barr
If you've lived near a beach, you've probably been enchanted by the idea of buried pirate's treasure, of gold coins and mouldy chests filled to bursting with pearls and rubies. You probably even spent some time searching. More than likely, the most you ever found were a couple of quarters and maybe some random junk jewellery, but you probably remember the excitement when your detector started beeping frantically. While you may not be able
Detail your Return on Investment. Explain how your service pays for itself. For instance, client referrals doubled in 2 months.
Contain Costs. Show how working with you keeps costs contained. This is especially important to those agents that are spending way to much money on their marketing efforts and are frustrated with the cost of acquiring new leads and clients. Explain how your service helped other agents reduce their fees, such as reducing their marketing spending.
Reduce barriers. Showing your solution to problems will improve operations. Give examples of how it can fit into their already existing business process. For instance, you provide the agent with up to date information or status checks through weekly emails, etc.
Create Visual Appeal
In all your loan officer marketing materials, create a graphically appealing format. You want something that is easy for the reader to scan through, something that doesn’t overwhelm, and something short and to the point, about 300 to 500 words.
With a little creativity and attention to detail, you can create a case study that solves problems and brings Realtors knocking at your door.
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