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Poli Mortgage Group & You

Poli Mortgage Group & You. Collaboration, Partnership, Success. Presented by Chip Poli, President and CEO Poli Mortgage Group October 8, 2013. Agenda . Poli and Technology/Lead Generation Brand New Mortgage Mobile App Poli Mortgage & You USB Home Buyers Tool (Leads!)

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Poli Mortgage Group & You

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  1. Poli Mortgage Group& You Collaboration, Partnership, Success Presented by Chip Poli, President and CEO Poli Mortgage Group October 8, 2013

  2. Agenda • Poli and Technology/Lead Generation • Brand New Mortgage Mobile App • Poli Mortgage & You • USB Home Buyers Tool (Leads!) • Customer Retention (CRM!) • Co-branding Collateral (Marketing!)

  3. This is no Ordinary Mortgage App! Ordinary Mortgage App Poli Mortgage App!

  4. Mortgage updates as they happen? “APP- solutely!”

  5. Poli Mortgage Mobile App! BORROWER PORTAL REALTOR PORTAL PROSPECT PORTAL

  6. Prospect Portal Screens

  7. Prospect Portal Screens

  8. Prospect Portal Screens 02062

  9. Poli Mortgage Mobile App! • Prospect Portal Benefits • Educates Potential Home Buyers • Allows to search for a Realtor in their target home buying area (LEADS!) • Allows for rate quote from Professional Loan Officer (LEADS) • Allows for Photo and Note taking while shopping for a home

  10. Poli Mortgage Mobile App BORROWER PORTAL

  11. Borrower Portal Screens

  12. Borrower Portal Screens Buyer’s Agent Jane Openhouse Jane@openhouse.com 617 555 5555

  13. Poli Mortgage Mobile App! • Borrower Portal Benefits • Easy Access to • Loan Information • Realtors, Attorneys, LO and Processors. • Ability to communicate with text messages to all parties • Ability to view important documents and important due dates • Be notified as the loan reaches different milestones in its progress to closing • View certain documents right on your phone

  14. Poli Mortgage Mobile App REALTOR PORTAL

  15. Realtor Portal Screens Smith Mike Smith 617 555 1212 Locked $417,000

  16. Realtor Portal Screens Mike Smith 617 555 1212 $417,000 123 Main Street

  17. Realtor Portal Screens Now This is really cool! No more wondering about the status of your clients loan! Auto Notifications! 12:30 Friday March 13 8:30 Tuesday March 3 3:30 Tuesday March 10

  18. Auto Notifications!Every Step of the way! Appraisal received! Loan approved! Commitment letter received! Cleared to close! Congrats! Loan has successfully closed!

  19. Poli Mortgage Mobile App! You’d have to agree…This is no ordinary Mortgage Mobile App!

  20. Poli Mortgage and You! • Homebuyer Flash Drive • Great for your open houses • Includes mortgage and real estate educational information • All documents resident on the flash drive can be co-branded with you and your Loan Officers photo and contact info!

  21. Home Buyers Flash Drive!

  22. HOMEBUYER’S FLASH DRIVE FUTURE VERSION? Kim Brady Coldwell Banker 692 High Street Westwood, MA 02090 (508) 404-6438 Mobile (781) 320-0550 Office (781) 320-9585 Fax Chip Newman NMLS #20380 Poli Mortgage Group 685 Canton Street Norwood, MA 02062 (781) 223-0692 Mobile (781) 801-1434 Office

  23. Customer Retention Every Customer receives: • Great Gift after closing • 3 Years of Co-branded Communication! • Emails and Cards • Personal Follow up • Future Referrals

  24. Customer Retention Mary Openhouse MASS Realtor (617) 555-1212

  25. Poli Mortgage and You! • Co-branded mortgage collateral for your open houses or mailings

  26. Poli Mortgage Group& You Collaboration, Partnership, Success Presented by Chip Poli, President and CEO Poli Mortgage Group October 8, 2013

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