#NoBorrowerLeftBehind

Masters of Marketing Episode 3: Content, E-mail Campaigns, and Self-Serve AI

Written by Anika Tahsin | May 15, 2023 6:12:34 PM

May 10, 2023

Curating Cutting-edge Content that Converts without Breaking the Bank Or Losing Your Mind

  • Good content is key to success on all platforms and channels. 
  • Establishing trust is crucial for conversions. 
  • Design thinking is important in decision-making. 
  • Marketing should focus on solutions, not just selling the product. 
  • Loan officers should talk about what matters to the consumer and follow up on content. 
  • Organizations should have a clear "Why" and sell from the inside out. 
  • Loan officers should share their identity on social media to create cutting-edge content.

 

Optimizing Email Campaigns: What Works and What Doesn’t According to Experts

  • Focus on response rates for meaningful metrics in email campaigns. 
  • Keep emails short and interactive for better engagement. 
  • Subject lines are crucial and should be made attention-grabbing and relevant to the context. 
  • Animations can have a good return on investment in emails. 
  • Nurture campaigns are no longer effective in big tech, only send relevant information. 
  • Avoid spamming recipients and provide value to them before they ask for help.

 

Stopping LOs From Buying Extra Tools that Overlap the Tools that Are Already Provided for Them

  • Save money by utilizing existing resources instead of buying new ones. 
  • To increase the adoption of a system, find a top producer to champion and advocate for it. 
  • People are often more willing to believe in a system if someone they trust and admire uses it successfully.

 

Getting LOs to View Their Marketing Team As A Strategic Partner

  • To gain people's trust, it's important to take a consultative approach and solve specific problems. 
  • This involves understanding the root of the problem and acknowledging the person's feelings and goals. 
  • By taking a consultative approach, people become more open and vulnerable, allowing for a better understanding of their fears and emotions. 
  • It's important to show people how to use tools and systems to build trust and belief in the system. 
  • This takes baby steps but can be game-changing for individuals and teams.

 

Leveraging Self-Serve AI and Outsourcing to Support Sales

  • Automating repetitive tasks is necessary for personal growth and avoiding being stuck in a hamster wheel. 
  • Compliance workflow is a concern when introducing new tools, as it may create a barrier to entry. 
  • Utilizing AI for scheduling and campaign management is a big focus in marketing.