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Added for You - Loan Officer Marketing: Using Case Studies to Improve Your Credibility
Back when I was a grade school kid, a couple of times each semester the fire alarms, announcing a firedrill, would shriek. We would all jump up from our desks and march, single-file to our appointed spot outdoors. The goal of those fire drills was to teach students how to react if a disaster struck; instead of the chaos that would occur when hundreds of kids try to escape from a burning building. A safe, orderly evacuation would certainly
Detail your Return on Investment. Explain how your service pays for itself. For instance, client referrals doubled in 2 months.
Contain Costs. Show how working with you keeps costs contained. This is especially important to those agents that are spending way to much money on their marketing efforts and are frustrated with the cost of acquiring new leads and clients. Explain how your service helped other agents reduce their fees, such as reducing their marketing spending.
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Modern business faces complex problems; management often calls upon highly-specialized consultants to help them address these difficult problems. If you're ever called to help identify these most pressing issues, one of the easiest and quickest ways to start is to talk about the "Red Phone".You know which phone I'm talking about -- it's the red phone that sits on it's own special corner of the desk. Lights flash when it rings; when
A case study accomplishes three things: it identifies a problem; it shows the solution; and it documents your performance. You offer proof of performance with a case study and sway skeptical agents.
Effective case studies are structured using a common formula.
Three Section Case Study
The first section of your case study describes a very specific problem. This section has to draw the reader in, it has to be something that the agent can relate to, a problem they’ve experienced.
Be careful not to offer solutions in this section. This entire first section is about developing a complete understanding of the problem. This is where most loan officer marketing materials go wrong: they don’t describe problems, instead just focus on solutions.
Solution focused marketing is sent out in the masses to Realtors. You will not capture their attention with materials that look just like every other loan officers.
The second section of the case study describes exactly how this specific problem was solved. It implies (but doesn’t directly say) that by using your services, you could solve the problem for them too. In this section, you want to be specific in your solution and very personal, written in first person (I, me, mine, etc.)
The last section describes the results of the action. These results must be very specific, they need to be tangible and measurable. It’s one thing to say you saved a client thousands of dollars, it’s another to say you saved the client $3,000, or that you closed the loan 4 days ahead of the original closing date.
If you aren’t specific, your solution will not be taking seriously.
Focus on Benefits
Focus your case study on how your service addressed a specific issue. This issue is the backbone of your case study. You don’t want to bring in descriptions of other problems because it dilutes the message.
Incorporate statistics, charts, tables and figures to reinforce where appropriate.
Detail your Return on Investment. Explain how your service pays for itself. For instance, client referrals doubled in 2 months.
Contain Costs. Show how working with you keeps costs contained. This is especially important to those agents that are spending way to much money on their marketing efforts and are frustrated with the cost of acquiring new leads and clients. Explain how your service helped other agents reduce their fees, such as reducing their marketing spending.
Taking a look at the surroundings we can essentially tell that businesses are famously recognized because of the printed materials that we see. These materials had significantly played a vital role in creating impression that will last.Among the printing jobs that are currently in demand at present is the postcard printing jobs. These printing jobs can cater to impart an identity and impression that will last. With this material more
The first section of your case study describes a very specific problem. This section has to draw the reader in, it has to be something that the agent can relate to, a problem they’ve experienced.
Be careful not to offer solutions in this section. This entire first section is about developing a complete understanding of the problem. This is where most loan officer marketing materials go wrong: they don’t describe problems, instead just focus on solutions.
Solution focused marketing is sent out in the masses to Realtors. You will not capture their attention with materials that look just like every other loan officers.
The second section of the case study describes exactly how this specific problem was solved. It implies (but doesn’t directly say) that by using your services, you could solve the problem for them too. In this section, you want to be specific in your solution and very personal, written in first person (I, me, mine, etc.)
The last section describes the results of the action. These results must be very specific, they need to be tangible and measurable. It’s one thing to say you saved a client thousands of dollars, it’s another to say you saved the client $3,000, or that you closed the loan 4 days ahead of the original closing date.
If you aren’t specific, your solution will not be taking seriously.
Focus on Benefits
Focus your case study on how your service addressed a specific issue. This issue is the backbone of your case study. You don’t want to bring in descriptions of other problems because it dilutes the message.
Incorporate statistics, charts, tables and figures to reinforce where appropriate.
Detail your Return on Investment. Explain how your service pays for itself. For instance, client referrals doubled in 2 months.
Contain Costs. Show how working with you keeps costs contained. This is especially important to those agents that are spending way to much money on their marketing efforts and are frustrated with the cost of acquiring new leads and clients. Explain how your service helped other agents reduce their fees, such as reducing their marketing spending.
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It’s about who you know, NOT what you know! But, what if you don't know anyone? Then what are you suppose to do? You suppose to go hunting and make contacts. When finding any job the first rule is to make looking for a job your JOB!Finding a Job Is Your JobIf you are unemployed then you should put aside at least 6-8 hours of each business day for applying to jobs, making contacts, interviewing, and staying on top of your i
The second section of the case study describes exactly how this specific problem was solved. It implies (but doesn’t directly say) that by using your services, you could solve the problem for them too. In this section, you want to be specific in your solution and very personal, written in first person (I, me, mine, etc.)
The last section describes the results of the action. These results must be very specific, they need to be tangible and measurable. It’s one thing to say you saved a client thousands of dollars, it’s another to say you saved the client $3,000, or that you closed the loan 4 days ahead of the original closing date.
If you aren’t specific, your solution will not be taking seriously.
Focus on Benefits
Focus your case study on how your service addressed a specific issue. This issue is the backbone of your case study. You don’t want to bring in descriptions of other problems because it dilutes the message.
Incorporate statistics, charts, tables and figures to reinforce where appropriate.
Detail your Return on Investment. Explain how your service pays for itself. For instance, client referrals doubled in 2 months.
Contain Costs. Show how working with you keeps costs contained. This is especially important to those agents that are spending way to much money on their marketing efforts and are frustrated with the cost of acquiring new leads and clients. Explain how your service helped other agents reduce their fees, such as reducing their marketing spending.
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What's It All About? The field of patent law is wide open to Biologists, Chemists, Engineers, Computer Scientists, and many other science and technology professionals. And it’s true; individuals with the proper science or engineering degree need only pass the Patent Bar to become registered Patent Agents. Upon becoming a Patent Agent, you may gain employment writing and prosecuting patent applications at law firms, t
If you aren’t specific, your solution will not be taking seriously.
Focus on Benefits
Focus your case study on how your service addressed a specific issue. This issue is the backbone of your case study. You don’t want to bring in descriptions of other problems because it dilutes the message.
Incorporate statistics, charts, tables and figures to reinforce where appropriate.
Detail your Return on Investment. Explain how your service pays for itself. For instance, client referrals doubled in 2 months.
Contain Costs. Show how working with you keeps costs contained. This is especially important to those agents that are spending way to much money on their marketing efforts and are frustrated with the cost of acquiring new leads and clients. Explain how your service helped other agents reduce their fees, such as reducing their marketing spending.
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Time tracking is the act of recording the amount of time spent on each activity in a day. Typically, time sheets are used for time tracking. A conventional and simple time sheet lists the start and end time of tasks or the duration of each task. It can also have a more detailed breakdown of the various tasks done, as well as the results obtained from each of these tasks. Traditionally, time sheets were designed to keep track of the employee
Detail your Return on Investment. Explain how your service pays for itself. For instance, client referrals doubled in 2 months.
Contain Costs. Show how working with you keeps costs contained. This is especially important to those agents that are spending way to much money on their marketing efforts and are frustrated with the cost of acquiring new leads and clients. Explain how your service helped other agents reduce their fees, such as reducing their marketing spending.
Reduce barriers. Showing your solution to problems will improve operations. Give examples of how it can fit into their already existing business process. For instance, you provide the agent with up to date information or status checks through weekly emails, etc.
Create Visual Appeal
In all your loan officer marketing materials, create a graphically appealing format. You want something that is easy for the reader to scan through, something that doesn’t overwhelm, and something short and to the point, about 300 to 500 words.
With a little creativity and attention to detail, you can create a case study that solves problems and brings Realtors knocking at your door.
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