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The New Heritage Escrow Company

The New Heritage Escrow Company. Business Development Ideas for 2011. Resale Revenue Goals. 2010 New Resale 2010 Avg. Monthly Sale Fee: $65,688 2010 New Resale Fee’s(Benjamin): $48,648 2010 Avg. New Resale Fee(Benjamin): $6,081 New Resale Fee up 9% since April 1 2011 New Resale Goals

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The New Heritage Escrow Company

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  1. The New Heritage Escrow Company Business Development Ideas for 2011

  2. Resale Revenue Goals 2010 New Resale • 2010 Avg. Monthly Sale Fee: $65,688 • 2010 New Resale Fee’s(Benjamin): $48,648 • 2010 Avg. New Resale Fee(Benjamin): $6,081 • New Resale Fee up 9% since April 1 2011 New Resale Goals • 2011 Avg. Monthly Sale Fee: $70,000 • 2011 New Resale Fee(Benjamin): $120,000 • 2011 Avg. Monthly New Resale Fee(Benjamin): $10,000 • New Resale Fee Increase up 15% from April 1, 2010

  3. Marketing: Traditional • Direct Mail: Post Cards, Flyers, Thank You Cards • E-Newsletter • Strong OCAR Presence • Flyers: Informational / Seasonal • Monthly Lunch & Learns • Improved promotional Items Company / Sales / Officers Key to success: Plan / Action / Flexibility

  4. Marketing: Social Media • Blogosphere • Facebook • YouTube • Twitter Company / Sales / Officers Key to success: Plan / Action / Flexibility

  5. Internal • Re-Look at Compliance Guidelines (Steve Jaden) • Team Work / Collaboration (Weekly Sales/EO Meetings) • Agent info inputted in Streamline **Mandatory** • Integration of CRM System SalesForce.com , ACT • Updated E-mail Signature Block w/social media buttons • Internal Wiki • Upgrade SmartPhone to Android or iPhone • Escrow Officer – Direct Phone Lines

  6. Customer Facing Technology • Mobile Net Sheets • DocuSign • Closing Tracker • Closing Tracker Mobile

  7. Action Plan Q1 • Compliance: Steve Jaden • Integration of CRM Platform • Ben to Prototype Social Media Channels • E-Newsletter Q2 • Mobile Net Sheets • Closing Tracker • Direct Mail Marketing • Flyers: Informational / Seasonal • Monthly Lunch & Learns Q3 • Upgrade SmartPhone to Android or iPhone • Escrow Officer – Direct Phone Lines Q4 • Internal Wiki • Mobile Tracker

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