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MORTGAGE LENDING

Let Us Handle Everything

MORTGAGE PROSPECTING

Mortgage rates have substantially dropped making now an extremely beneficial time to purchase a home or for current homeowners to refinance.

It’s time to upgrade your prospecting approach with our user-friendly online prospecting platform, ScoredList. ScoredList allows for quick and easy targeting of the right prospects, leading to increased response rates, and ultimately new mortgage finances and refinances. 


Popular ways of targeting for Mortgage Campaigns:

  • Mortgage Inquiry Triggers

    • Target prospects who have recently had their credit report pulled for mortgage financing purposes - these are super hot prospects that are currently shopping for a mortgage or looking to refinance!  

  • Property Attributes

    • We license property files that are updated monthly and overlaid with supplemental credit mortgage attributes and/or triggers to improve response through better targeting - all easily accessible via our online count/fulfillment system.​

  • Custom Criteria

    • Target prospects using the criteria you want from credit score range, Loan To Value (LTV), interest rates, loan type and more.

  • FHA Borrowers

    • Target FHA borrowers for streamline refinance ​

    • Convert FHA borrowers to conventional loans

  • VA Borrowers

    • Target VA borrowers for a VA Streamline Refinance Loan, also called the Interest Rate Reduction Refinancing Loan (IRRRL)

  • Reverse Mortgages

    • Target seniors for reverse mortgage​s

MULTI-CHANNEL MARKETING

Enhance your mortgage campaigns with our Multi-Channel Marketing Program

With our Multi-Channel Marketing program we deliver personalized social media and email advertisements to those on your targeted list. 

What’s Included? 

  • 4 professionally managed email deployments

  • Email creative - optional

  • ​Social Media creative - optional​

  • Digital ad spend​

  • Real-time reporting


Benefits of our Multi-Channel Marketing Program

  • 80% match rate to Facebook

  • Increased response rates

  • Multiple touch points to each consumer

  • Increased brand recognition

  • Cost effective

  • Heightened exposure to a consistent message

DYNAMIC RESPONSE AND PURL MANAGEMENT

Capture Attention, Responses, and Future Opportunities

Our Dynamic Response and Purl Management service allows for the combination of direct mail or email with the advantages of the interactive channel. By generating a Personalized URL (PURL) for each individual on your prospecting list, and giving them a unique online landing page that is filled with information specific to them, you'll convert substantially more direct mail and email recipients into qualified leads, and ultimately lifetime customers.

How it Works

  • Step 1: Landing Page Creation

    • Choose if you'd like OmniTrue to create you a custom Dynamic Landing Page or if you'd like to use one of our templates

  • Step 2: Personalization

    • All data downloaded from our platform comes with a unique response code for each individual on your list. ​This unique code will be placed on each person's mailer or email

  • Step 3: Tracking

    • All respondents that go to their PURL will be tracked and shown in your online reporting dashboard. Respondent information can also easily be pushed into your CRM.

Mortgage PURL Sample.png
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