Recruiting-MarketingBooklet

ELEVATEYour

BRANDWITH NEW PENN

OUR CRMWith

AUTOMATEDEMAIL CAMPAIGNS

We’ve pre-loaded tons of automated email campaigns in our CRM, Top of Mind, for you to send out!

Plus, we’ve got hundreds of professionally created emails for every need that autopopulate with your information.

CUSTOMIZABLEAnd

CO-BRANDEDCOLLATERAL

Your contact information automatically populates

Educational Flyers

Product Flyers

Open House Flyers with Rates

CO-BRANDEDCOLLATERAL & DELIVERABLES

Having appropriate content is important in conveying the right messaging to the right audience.

Challenge: Many times loan o�cers are restricted by a limited selection of collateral pieces, forcing them to utilize pieces that may not be appropriate for their target audience.

Solution: Aside from maintaining an abundant collateral selection, we focus on adjusting the messaging to �t a various array of borrowers in any scenario. Additionally, we will ensure the same messaging is available on multiple mediums so you can deliver messaging in a format that is most suitable to your audience.

HOW IT WORKSOpen House Marketing Material: We stay compliant and take the guess work out through our Open House Flyer generation portal that is synced to daily rates. Each �yer has the ability to be customized to each listing, includes co-branded information and an up to date rate sheet.

Educational Flyers: Our �yer portal is an ever-growing platform of marketing collateral �t to cover any product or industry change. There are new materials added each month to ensure we can e�ectively highlight any new product or program shortly after they’ve become available.

Co-Branded Open House Flyers Co-Branded Educational and Product Flyers

Alan Polson, Mortgage SpecialistO�ce: (602) 572-9905 | Mobile: (602) 430-7840apolson@newpenn�nancial.com6909 East Greenway Parkway Suite 100

Scottsdale, AZ 85254NMLS # 179230

ENGAGEYour

REFERRALPARTNERS

We’ve got realtor targeted presentations and tools galore.

EXCEED THE EXPECTATIONS

through SUPERIOR SERVICE,

EFFECTIVE COMMUNICATIONS.SIMPLE PROCESSES, &

RESIDENTIAL MORTGAGE BORROWERS & BUSINESS PARTNERSOF OUR

OUR MISSION

HERE’S WHAT WE HAVE IN STORE FOR YOU:

3........OPERATIONAL EXCELLENCE

4........COBRANDED COLLATERAL AND DELIVERABLES

5........EDUCATIONAL MATERIALS

6........NEW PENN FINANCIAL, LLC’S PROGRAMS AND SOLUTIONS

7........MARKET UPDATES

8........IN-PROCESS VIDEOS

9........JUST LISTED ALERTS

10......MORTGAGES UNDER MANAGEMENT

11......PRE-PURCHASE COMMUNICATION

OPERATIONAL EXCELLENCE

Processors working closely with borrowers

Underwriters who are solutions focused

Leadership who cares about

your success

HAPPY BORROWER

We are aligned - everybody involved in the origination process is dedicated to making the transaction a pleasant experience for the borrower, without the worry and complexity that has occurred in the past.

LOCAL AND ACCESSIBLE We believe that our processors belong in markets where the borrowers are served, and seated right next to the loan o�cers that they support.

Processor’s Role:• Make welcome calls• Work with the borrowers and/or loan o�cers to collect documentation• Communicate with the underwriters to troubleshoot conditions

An underwriter is a phone call away (and in some cases, located in market as well), and works with loan o�cers on loan scenarios and solutions for tough deals. Everybody works together to get the borrower to the closing table, on time, every time.

LEADERSHIP THAT CARES ABOUT YOUR PIPELINEOur management team cares about your pipeline of loans as much as you do. Each region has at least one pipeline manager who monitors the pipeline throughout each day to keep things moving and address issues. It’s their job to “unstick” your �les, and move them into closing at least 3 days prior to the closing date. It’s not about just keeping the pipeline �owing, it’s about measuring performance month after month and setting the next goal to close loans more quickly…speed and e�ciency will help you exceed your borrower’s expectations.



IN-PROCESS VIDEOS

At New Penn Financial, LLC, we understand that buyers may become worried about the purchase process even while loan officers and real estate agents are working steadily behind the scenes.

Challenge: Homebuyers need to know what’s going on in the loan process, feel connected to their team of professionals and understand steps they can take while they wait for closing.

Solution: New Penn Financial, LLC emails a series of “Welcome to the Mortgage Process” videos at di�erent stages of the loan process. These lighthearted videos keep buyers informed and aware of next steps.

HOW IT WORKSDynamic Videos: E-Videos personalized per buyer and where they are moving during the loan process. Videos include information of milestones reached to ensure proactive communication to you and your buyer.

Milestones:• Appraisal Ordered• Documentation• Conditional Approval• Purchase Underwriting• Purchase Congratulations

Co-Branded Team Approach: Each in-process video has the ability to be co-branded to give the team approach feeling every buyer will appreciate.



All our LO’s receive a Realtor Value Proposition booklet with their contact info on every page. Hand this out to realtors and show them the value your partnership brings!

Flyers for Realtors

Engaging PresentationsSeminar Invitations

SWAGThat ’s

BRANDED& PROFESSIONAL

Our general store is filled with branded swag for you to show off and give to your referral partners.

Branded Apparel

Branded Office Supplies

Premium Branded Gifts

Through our state-of-the-art automated social networking tool, we create relevant social media content that automatically populates onto

your social accounts and links out directly to your website.

Automatically generated and

posted on the LO’s behalf

Links redirect the LO’s personal

webpage

OUR CRMFor

AUTOMATEDSOCIAL MEDIA

Twitter LinkedIn

All loans are subject to credit and property approval. Programs, rates, terms and conditions are subject to change without notice. Other restrictions apply. New Penn Financial, LLC, 4000 Chemical Road, Suite 200, Plymouth Meeting, PA 19462. Corp NMLS#: 3013 (nmlsconsumeraccess.org). Licensed by the Department of Corporations under the California Residential Mortgage Lending Act. CO: To check

the license status of your mortgage loan originator, visit http://www.dora.state.co.us/real-estate/index.htm. GA - Georgia Residential Mortgage Licensee. IL: Illinois Residential Mortgage Licensee. KS: Kansas Licensed Mortgage Company. New Penn Financial, LLC is licensed in Massachusetts as a Mortgage Lender. Massachusetts Mortgage Lender License: License Number: ML-3013. MS: Licensed by the Mississippi Department of Banking and Consumer Finance. NH: Licensed by the New Hampshire Banking Department. NJ: Licensed by the N.J. Department of Banking and Insurance. NY: Licensed Mortgage Banker–NYS Department of Financial Services. OR: Oregon License Number: ML-4667. PA: Licensed by the PA Department of Banking. VA: Virginia State Corporation Commission (License Number: MC-5119). WA: Washington Consumer Loan Company Licensee. © 2016 New Penn Financial, LLC All rights reserved.

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