Grow Time - April 2022

In response to requests from the field and changing market conditions, your Marketing team created and deployed a campaign focused on helping you win more cash out refinance business. That campaign has wrapped up, and the results are in!

Since the campaign started, the campaign brought in 116 cash out refi apps. As of April 4, 27 of those were closed and funded for more than $8.75 million in volume! An additional 57 loans are in process, with a volume of more than $22 million.

We expect cash out refinance loans to continue being a big part of the production mix this quarter. That's why we've created many additional assets to help you win business. Browse this page, keep using the cash out refi posts in the Forge, and contact your marketing account exec with questions or requests.

When we think of training, especially in our context as employees of Castle & Cooke Mortgage, the topics that should interest us fall into two categories:

Deeper understanding of the mortgage industry, definitions, guidelines, and processes
Personal growth topics that will not only have a positive impact on our work life, but also improve our personal life

Each month, the Training Department publishes a calendar of training events that are focused on both of those areas—Industry Training and Personal Development.

Beginning this month, along with the calendar that is posted on CCM Connect and on Bridge, we will send out emails that highlight specific courses in both areas. Remember that to grow in both your career AND your personal life, you need to take time to Sharpen Your Saw!

Thanks Abe!!!

One of the best ways to strengthen your relationship with peers in the industry is to attend their open houses. And now, you can offer directional signage to support their efforts and WOW their buyers!

The brand new open house signage kits can be co-branded and customized with your agent's logo, colors, and name. They will also advertise that you're there to answer any mortgage questions and even take loan applications!

This package contains:

Two co-branded 12-foot flags with a ground-stake kit (single-sided only)
Ten oversized co-branded directional signs (double-sided)

Your branch marketing budget will be responsible for $30 per kit, and your agent will be charged $270. To order, please contact your account exec or email marketing@castlecookemortgage.com. We'll need your agent's name, phone number, email address, and their company's logo.

Please make sure we have their payment at least 10 business days out so we have time to get the signs created. You can purchase additional flags and signs separately.

Two new videos are available for you to post this month, and more are on the way. You can post them on Instagram, Facebook, LinkedIn, or any other compliant social network of your choice. And we hope you do!

The Forge does not support video content, but you can post yourself in just a few clicks. Visit the video library in Sharepoint and download the video you choose. Then, use the approved captions below or write your own.

To ensure that your info shows up on the landing page when you post, be sure to add your unique #firstname_lastname snippet at the end of the URL. For example, if Tim Lewis were to link to the landing page below, his URL would be https://www.castlecookemortgage.com/customer-testimonial-lucia-home-loan#Tim_Lewis.

For assistance, reach out to your marketing account exec.

Social Post: Tax Day, April 18

Caption:
Taxes are a pain, we get it. But there are a lot of advantages to being a homeowner at tax time! Do your civic duty, then call your loan officer to see if it's time to make a change in your own property portfolio. #castlecookemortage #homeloans #investorloans #invest

Available in the Social Only subscription in the Forge.

Correction: Our sincere thanks to Scottsbluff, NE, Branch ManagerJennifer Urdiales for pointing out that this year, taxes are due April 18 instead of April 15 in recognition of Good Friday.

Instagram is popular for loan originators company-wide, and we encourage you to use all the above assets on your own profile! Here's how:

Right click on the image you want to use
A menu will appear. Click Save Image as ...
A new dialog box will pop up. Choose the filename and folder you prefer
Open instagram.com in a browser and click the button
Choose your photo and click Next in the top right corner of the dialog box, following instructions along the way

Note: You can find approved caption copy in the Forge (or next to each post above), or can write your own. We highly recommend using the following hashtags, and others as you see fit:

#castlecookemortgage
#homeloans

For additional assistance or to ensure your Instagram account is fully compliant, please reach out to your marketing account exec. Happy posting (and please follow us—we promise to follow back)!

Marketing Strategy & Lead Generation

The Marketing Strategy & Lead Generation course takes a deep dive into how using proven networking, branding, and marketing strategies can build a real estate business.

After completion of this course, your industry contacts will be able to:

Clearly communicate services and value based on the buyer’s needs and expectations
Employ a creative and memorable marketing approach to generate leads
Use social media and technology to effectively track and communicate with leads
Successfully convert leads into loyal clients

May 17, 2022
9am-5pm
Location: Online via Zoom

New Home Construction Course—Live in Logan, UT

Are your agents unsure about the opportunities new-home construction offers? Representing clients in the purchase of new-home construction requires a significantly different set of skills. REBAC’s NEW-HOME CONSTRUCTION AND BUYER REPRESENTATION course is designed to help real estate professionals gain the product and transaction knowledge they need to guide clients through the processes for the purchase, construction, and customization of a new home. Along the way, they will learn how to work with new home builders and sales representatives while ultimately protecting their clients’ interests.

May 19, 2022
9am-5pm
Location: Cache Rich Association of Realtors, 1451 N 200 E #130A, Logan, UT

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