Marketing

Marketing Resources

We Make Marketing to Your Customers Easy

Generating leads and attracting new clients is key to growing a business. We offer marketing resources and communications support that can help you be successful. Approved partners can access our online Marketing Collateral Library, marketing tips on best practices, as well as a reverse mortgage calculator.


DATABASE
MINING

Many qualified prospects
may already be in your
current database.


MARKETING
CAMPAIGNS

Introduce reverse into your
existing marketing plan.

DATABASE MINING

Many of our current partners started their reverse mortgage journey simply by mining their existing database. Their success began by reaching out to previous customers who now qualified for reverse mortgages. Next they contacted old leads and previous customers whose parents were most likely to qualify for reverse mortgages. By starting with the data they already had, they were able to generate interest without spending time or money attracting new leads.

    The best consumer prospects may include:
  • Homeowners 62+ years old (youngest borrower on title)
  • Primary Residence, Single Family Homes
  • Sufficient Home Equity (generally LTV of 50% or lower)
  • Customers with sufficient income for taxes and insurance
Close

MARKETING CAMPAIGNS

Close

LEAD
PURCHASES

Purchase leads from
third-party companies.


REFERRAL
NETWORK

Create a referral network
that will send you leads

LEAD PURCHASES

Over the years, we have learned that it is important to be choosy when it comes to purchasing internet leads from third-party marketing companies. Here are some lessons that may come in handy if you are considering purchasing leads in the near future.

  • Research Before You Buy
    There are a lot of rules and regulations that govern lead generation. Make sure to ask detailed questions about licensing and marketing processes before buying. Two NRMLA recommended lead vendors are Best Rate Referrals and ePath Digital.
  • Test Before You Scale
    In order to test if a lead source can work for you, you need to buy enough leads so that the results are valid. Usually we like to use 30-100 leads as a typical test size before making a conclusion on the performance of a source.
  • All Leads Are Not Created Equal
    Pricing for leads varies significantly depending on vendor, sources, exclusivity, and whether the customer is “in market” for a reverse mortgage or not. Make sure you know how your leads will be generated before agreeing to a price. Also, understand their return policy.
  • Match Your Sales Process to the Source
    We’ve found that lead sources perform better if the sales script and process is very closely tied to the campaign source. Your Liberty representative can help you with a script.
  • Measure & Communicate Results
    We track the performance of our purchased leads very closely – on a daily, weekly and monthly basis. We share our results with our lead partners and then make adjustments to the lead buy accordingly.
Close

REFERRAL NETWORK

Don't forget to tell the people you currently network with that you now offer reverse mortgages. They are great sources of potential referrals. When you’re ready to put more of a focus on reverse mortgages you can incorporate:

  • Financial Planners
  • Attorneys
  • Accountants
  • Real Estate Agents
  • Senior Groups
  • Caregivers
Close

DATABASE
MINING

Many qualified prospects
may already be in your
current database.

DATABASE MINING

Many of our current partners started their reverse mortgage journey simply by mining their existing database. Their success began by reaching out to previous customers who now qualified for reverse mortgages. Next they contacted old leads and previous customers whose parents were most likely to qualify for reverse mortgages. By starting with the data they already had, they were able to generate interest without spending time or money attracting new leads.

    The best consumer prospects may include:
  • Homeowners 62+ years old (youngest borrower on title)
  • Primary Residence, Single Family Homes
  • Sufficient Home Equity (generally LTV of 50% or lower)
  • Customers with sufficient income for taxes and insurance
Close

MARKETING
CAMPAIGNS

Introduce reverse into your
existing marketing plan.

MARKETING CAMPAIGNS

Close

LEAD
PURCHASES

Purchase leads from
third-party companies.

LEAD PURCHASES

Over the years, we have learned that it is important to be choosy when it comes to purchasing internet leads from third-party marketing companies. Here are some lessons that may come in handy if you are considering purchasing leads in the near future.

  • Research Before You Buy
    There are a lot of rules and regulations that govern lead generation. Make sure to ask detailed questions about licensing and marketing processes before buying. Two NRMLA recommended lead vendors are Best Rate Referrals and ePath Digital.
  • Test Before You Scale
    In order to test if a lead source can work for you, you need to buy enough leads so that the results are valid. Usually we like to use 30-100 leads as a typical test size before making a conclusion on the performance of a source.
  • All Leads Are Not Created Equal
    Pricing for leads varies significantly depending on vendor, sources, exclusivity, and whether the customer is “in market” for a reverse mortgage or not. Make sure you know how your leads will be generated before agreeing to a price. Also, understand their return policy.
  • Match Your Sales Process to the Source
    We’ve found that lead sources perform better if the sales script and process is very closely tied to the campaign source. Your Liberty representative can help you with a script.
  • Measure & Communicate Results
    We track the performance of our purchased leads very closely – on a daily, weekly and monthly basis. We share our results with our lead partners and then make adjustments to the lead buy accordingly.
Close

REFERRAL
NETWORK

Create a referral network
that will send you leads

REFERRAL NETWORK

Don't forget to tell the people you currently network with that you now offer reverse mortgages. They are great sources of potential referrals. When you’re ready to put more of a focus on reverse mortgages you can incorporate:

  • Financial Planners
  • Attorneys
  • Accountants
  • Real Estate Agents
  • Senior Groups
  • Caregivers
Close

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