Marketing Resource Center
Our graphics team has designed a variety of customizable Envoy-related templates that are available for immediate download and print upon joining our team! Whether a brochure or postcard, flyer or social media ad – our marketing catalog grants access to a variety of materials for any occasion AND ready at the click of a button. Each of our pieces are in fillable format that allows you to customize your personal information without needing assistance from a designer.
Yep, it’s that simple! Our LO’s make sure to stop by frequently as the library is often updated with new resources.
Graphic Design Requests
Hosting a Happy Hour event soon? Or need a magazine ad created for an upcoming publication? If you as an Envoy LO can’t find exactly what you need in our library of pre-built templates, you can fill out the online graphic design request form for a custom piece that meets your specific needs. Our turntimes range from 5-7 days and includes a full review and approval from our Compliance teams to ensure compliant marketing!
Press Release Services
The days of creating your own press release to send to media outlets are over! After joining our company, we provide newly onboarded LO’s the ability to publish credible, newsworthy information through our Marketing department where our press release writer will contact you to begin your release.
Press releases are advantageous for new branch locations, Loan Originator announcements and community involvement. They are a prime medium to announce you and your branch to the community. Click here to check out a list of our press releases.
In-Process Marketing
Our marketing is designed to effectively build lasting, personal relationships with each of your homeowners and referral partners.
Never worry again whether your correspondents on a loan file are receiving their milestone communications. Not only do we send out automatic email updates, we also create and send dynamic, entertaining and informational videos for your clients! When a field for the key milestones outlined below are entered into the LOS, the next sync will send email notifications or video emails to all contacts on the loan (borrower, co-borrower, processor, loan officer assistant, agent, etc) depending on what stage they are in within the loan process. Our clients always know the status of their application in the mortgage process and understand the actions they should be taking (or, in some cases, avoiding).
The signature on each email is derived from the Loan Originator name on the 1003. You, as the Originator on a loan file, will have your name, direct dial, mobile number, fax, branch address, and email address included in the signature line of the auto email.
Designated HTML Email Milestones
- Intro/Welcome Email
- Follow Up Email
- Appraisal Ordered
- Title Ordered
- Appraisal Received
- Title Received
- Submitted to Underwriting
- Underwriting Conditional Approval
- Underwriting Approved and Clear to Close
- Ask for the referral
- Loan Funded
Designated Video Milestones
- Documentation Stage Video
- Appraisal Stage Video
- Underwriting Stage Video
- Final Approval Stage Video
- Clear to Close Stage Video
- Closed Stage Video
Post-Close Marketing
Anyone can service clients when they are in the buying stage, but taking our service to the next level requires that we make a long-term commitment even after your borrower closes with Envoy. From the moment a transaction closes, we nurture lasting relationships with each one of your customers.
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