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August 2021

News

Refinance Campaign Bringing Big Results!

Last week marked the beginning of our refi push to help you grow your business. We sent out more than 6,000 text messages and emails to closed clients who had rate above 3.5% and who did not already have a loan in progress. We're already hearing lots of deals are in the works!

A follow-up email and text will be sent to your eligible clients on Thursday, Aug. 12, for one final push.

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Real Estate Agent Training

Online classes with rock star real estate trainer Cheryl Knowlton are available for your industry contacts, at a big discount!

If you haven't already, send your real estate agents to our Business Development and Sales Training  page to register.

Live Forge Trainings Now Available

This week begins our training series on the Forge! Learn how to leverage our social content, post educational blogs for homeowners and agents, access our flyer gallery, and produce eye-catching single property websites that will WOW your agents! Check your Outlook calendars for the details and invites.

To view our training library, visit Keys to Success. Need an invite to the trainings? Please let us know and we will send it to you.

 

Meet our newest SaMEE, Alex Twede!

Alex and Lynzwe 1

Alex Twede joined Castle & Cooke Mortgage as a SaMee (Sales and Marketing Engagement Expert) this month. A lifelong Utah resident, Alex loves the great outdoors, especially fishing, skiing, and mountain biking. In September, he'll tie the knot with his lovely fiancée, Lynze.

He's had many adventures, including a 3-week rafting trip down the Grand Canyon, deep sea fishing, and hunting.

Before joining Team Castle, Alex worked as a regional marketing manager at Sportsman's Warehouse. His expertise includes event management, asset creation and distribution, and more. 

In his role as a SaMEE, Alex will be a key liaison between loan officers and Marketing. He will help deploy marketing assets, manage custom projects, and train loan officers on ways to maximize marketing opportunities.

 

 

New Content

Back to School social post

Back to School Month Graphic

August is back to school month, and this post is an easy way to inspire your followers on social media. It's available in the Forge to post at your convenience.

Don't Wait to Buy package

Buyers are feeling nervous about finding a home in this market, but the numbers show it doesn't pay to wait! Find this post in the Forge.

This post is part of Active Shopper Content or can be posted manually.

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Grow Your Business With Us Flyer (002)

Grow Your Business With Us campaign

Real estate agents can grow their businesses faster, bigger, and better with the right training and a fantastic loan officer, YOU! Log into the Forge to share this flyer with your industry contacts to get the conversation started.

There's also a social media post within the Forge to share on Facebook and LinkedIn.

You can also send agents to this website.

Be sure to attend our next Forge Training on Aug. 17 and 19 to learn more about agent marketing, including an email campaign for new agents you wish to woo.

"I've Moved" social post

If you're new to Castle & Cooke Mortgage, let your friends, family, and followers know in this brand new "I've Moved" series, now available in the Forge.

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Kids off to college social posts

Encourage new empty nesters to downsize their home with our brand new "Mortgage Memes" series, now available in the Forge.

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Fish Meme

Home Price Blog Series Kickoff

We've been hard at work creating a series of blogs about why home prices are so dang high, and it's set to launch this month! The six-part "Home Prices, Explained" series will include six blogs and a wrap-up video you can share with your followers.Home Prices Explained_Market Forces - Web

The first blog in the series will post on Thursday, Aug. 26, and continue through Sept. 30.

If you wish to opt out from the automatic posts, please email marketing@castlecookemortgage.com.


 

Scheduled posts

National Financial Awareness Day, Aug. 14-01

Holiday: Financial Awareness Day, Aug. 14

Control your finances, control your life. #financialawarenessday #moneysmarts #castlecookemortgage
 

Available as part of the Holidays subscription.

Bad Poetry Day, Aug. 18-01

Holiday: Bad Poetry Day, Aug. 18

It's Bad Poetry Day, but nothing rhymes with mortgage. So we wrote this. #badpoetryday #castlecookemortgage #lowrates
 
Available as part of the Holidays subscription.
National Dog Day, Aug. 26-01-01

Holiday: National Dog Day, Aug. 26

There’s nothing better than coming home to furry, friendly bundle of love. Post your pooch pics in the comments! #castlecookemortgage #castlecookelife #nationaldogday #postapic

Available as part of the Holidays subscription. 

September 6 - Labor Day - Social Post

Holiday: Labor Day, Sept. 6

Wish your followers a great holiday and a fabulous fall season!

Available as part of the Holidays subscription. Also available as an email.

Patriot Day, Sept. 11-01

Holiday: National Patriot Day, Sept. 11

Spread hope and courage by reminding your followers you haven't forgotten.

Available as part of the Holidays subscription.

Tuesday Tidbits All-in/All-on reminder

The Tuesday Tidbits subscription is live for all loan originators and their connected Facebook pages (unless you've specifically opted out), and it's a great way to cultivate your contacts and connect with them on a weekly basis. Here's what's coming down the pike:

10-Esssential-Skills-New-Home-Owners-1

Tuesday Tidbit: 10 Skills New Homeowners Need

Read about the 10 skills you need for new homeowner success!

Available as part of the Tuesday Tidbits subscription.

Closeup portrait happy, smiling business woman, bank employee holding piggy bank, isolated outdoors indian autumn background. Financial savings, banking concept. Positive emotions, face expressions

Tuesday Tidbit: Don't Spend All Your Savings on a Down Payment

You might be tempted to empty your savings account to get a bigger down payment. Get the pros and cons (and learn about closing costs and financial reserve) in this blog.

Available as part of the Tuesday Tidbits subscription.

Watch this space!

Your Marketing team is hard at work creating new flyers, static social posts, campaigns, and more. When we have something new for the field, we'll update this section. Bookmark this page, and check back often!shutterstock_1387034324

 

 

All-in newsletter offerings

Client newsletter

Your customers will receive the September newsletter on the first Wednesday of the month, and it will include industry news, a monthly recipe, and a homeowner tip.

 
Industry newsletter

Last month, you sent our first-ever industry blog to your contacts in the real estate business. You'll send the second edition on the third Wednesday of this month, with a focus on how agents can grow their business with elite training.

How-to Guide for the Forge

As we roll out the SaMEE role on our team, we want to ensure that you have exactly what you need to continue being successful. Browse this detailed guide on how to manage your Forge account at your convenience. And, as always, reach out to marketing@castlecookemortgage.com for assistance, answers, and special requests.

Trainings

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