We can give you the tools you need to succeed!

Follow our proven method for branch success

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Step 1

Create a brand around your branch or branches

Logo & tagline

Aligned Mission Statement & Core values

Communication that you are investing in your people and your brand

Step 2

Build the brand with social graphics, social pages, business cards, and signatures

Mortgage Pilots can help you create branded branch pages on Facebook, Instagram, and LinkedIn to ensure that your company has visibility across all platforms. Additionally, we can create beautiful, aligned and branded graphics across all channels for all LOs to create brand consistency.

Business Cards

We can create business cards for your entire team that have a modern look, consistent branding and QR codes for optimum functionality.

Signature

New signatures for your entire team that are clean, showcase the brand, and are compliant.

Step 3

Build a compliant website for the branch

A branch website provides a central location for the brand to grow. Mortgage Pilots will create an SEO-enabled, custom website with a blog for articles to build and share the brand’s success and growth. Additionally, we will showcase each branch’s location and loan officers including pictures, contact information, and links to the individual loan officer websites.

Step 4

Build individual loan officer websites

Mortgage Pilot's templated loan officer websites keep the same branding and styling as your branch website but give the loan officer somewhere to share their own style, information and application link. Each loan officer has an application page that they can share with customers and 12 monthly articles to use for social media and to build the brand. Articles on the website can also be used for video prompts and are tied into the marketing we send from the CDP to create traffic back to their website.

Step 5

Using the CDP

Our custom CDP system provides easy application for each LO, structure for the branch manager to have oversite over all branches and sales, and an easy database upload option - all of which are accessible through the desktop version or mobile app. Our 30+ B2B & B2C prewritten campaigns have coordinating pre-written texting available. Not only do you have access to our weekly and monthly realtor marketing, but you also receive free training, coaching, and internal support via Intercom, our LinkedIn connection tool, and easy onboarding for new hires.

Step 6

Marketing Retainer

Branches can put Mortgage Pilots on a monthly retainer for any or all of the following:

  • Content

    Mortgage Pilots can write compliant content for your website, social media accounts, marketing collateral and more.

  • Printed Materials

    Business cards, compliant collateral, and event support are just a few examples of the printed materials we can create for your team.

  • Event Support

    Mortgage Pilots can help you plan and coordinate giveaways, table layouts and branded event setup.

  • Social Media

    We can set up pages, engage audiences and share the branch’s blogs & success stories as well as create new hire graphics, monthly sales rockstar graphics and award winner graphics. 

  • Advertising & Media

    Reviewing contracts, Facebook & Google ads, landing pages, and ad creation for print and online can increase your lead gen efforts.

  • Recruiting

    We can write campaigns and engage with potential LOs on social media to help grow your team.

  • Realtor Relationships

    Actively engaging with new agents via email & social will strengthen your business relationships.

  • Training & Coaching

    Mortgage Pilots provides custom corporate training solutions designed to specifically meet the needs of your mortgage company.

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