getting started: linkedin for the mortgage industry

13
30 Tower Lane Avon, CT 06001 NMLS #6331 – CT & RI ML6331 MA Getting Started : LinkedIn for the Mortgage Industry Presentation created by Jennifer Brabson, Marketing Director – Village Mortgage

Upload: jennifer-brabson

Post on 29-Aug-2014

535 views

Category:

Social Media


2 download

DESCRIPTION

Loan Originators, Mortgage Brokers, and Mortgage Lending companies in the Financial Industry have been slow to adapt to what social media has to offer. Jennifer Brabson, the new Marketing Director for Village Mortgage Company in Connecticut, starts LO's, realtors and brokers out on how to start using the social media tools (especially LinkedIn) for lead generation and becoming an industry leader.

TRANSCRIPT

Page 1: Getting Started: LinkedIn For the Mortgage Industry

30  Tower  Lane    Avon,  CT  06001  NMLS  #6331  –  CT  &  RI    ML6331  -­‐  MA  

Getting Started : LinkedIn for the

Mortgage Industry

Presentation created by Jennifer Brabson, Marketing Director – Village Mortgage

Page 2: Getting Started: LinkedIn For the Mortgage Industry

30  Tower  Lane    Avon,  CT  06001  NMLS  #6331  –  CT  &  RI    ML6331  -­‐  MA  

About Village Mortgage

Founded in 1996, Village Mortgage offers an array of mortgage products including: Conventional Loans, FHA Loans, VA Loans, USDA Loans, and Jumbo Mortgages, as well as many other unique products for brokers and borrowers alike. Village Mortgage Company is a direct mortgage lender and servicer/seller of Fannie Mae and Freddie Mac products.

Village Mortgage continues to be a leader in mortgage lending, by offering innovative technologies, an expansive mortgage product line, competitive rates, and customer service that makes Village Mortgage, New England's premiere choice for mortgage lending.

Equal Housing Lender. Village Mortgage Company,  30 Tower Lane, Avon, CT 06001, NMLS # 6331, is a licensed lender in Connecticut (NMLS #6331); is a Lender in Massachusetts having Mortgage Lender license # ML6331, and is a licensed lender in Rhode Island (NMLS #6331).

Page 3: Getting Started: LinkedIn For the Mortgage Industry

30  Tower  Lane    Avon,  CT  06001  NMLS  #6331  –  CT  &  RI    ML6331  -­‐  MA  

About Jennifer Brabson

Marketing Director Village Mortgage Company Avon, CT 06001

Jennifer Brabson has been involved in social media and online marketing long before Facebook and Twitter. As a student of globalization, her love of the dissemination of information across borders in mere seconds has brought her full circle as an established Social Media and Online Marketing professional and educator in key industries. She’s been fully integrating branded experiences through the intelligent use of digital media and marketing strategies for the past decade, in publishing, recruiting and now the mortgage and real estate industries. Education: Agnes Scott College – International Relations Former Positions: Digital Marketing Manager, Adecco Group NYC

Marketing Manager, Onward Search, ITG & Recruitics Wilton, CT

Jennifer is available for social media and marketing training. Contact Michelle Lucia [email protected] for more information.

Page 4: Getting Started: LinkedIn For the Mortgage Industry

30  Tower  Lane    Avon,  CT  06001  NMLS  #6331  –  CT  &  RI    ML6331  -­‐  MA  

LinkedIn by the Numbers 259+ Million Users Total

84+ Million Users in US

11.3+ Million users in CT, MA, RI

The Mortgage Industry in NEW ENGLAND on LinkedIn

3,600+ Mortgage Brokers in CT, MA, RI

35,000+ Realtors in CT, MA, RI

7,500+ CPAs in CT, MA, RI

20,800 Real Estate LinkedIn Groups

2800 Mortgage LinkedIn Groups

Page 5: Getting Started: LinkedIn For the Mortgage Industry

30  Tower  Lane    Avon,  CT  06001  NMLS  #6331  –  CT  &  RI    ML6331  -­‐  MA  

Setting up your profile – Get seen! •  Make sure your profile is 100% complete, this includes:

o  Adding your photo o  Adding your skills o  Adding a description and proper headline (using keywords – LOCATIONS) o  Connecting with your Company’s LinkedIn Page

vs  

good better

Page 6: Getting Started: LinkedIn For the Mortgage Industry

30  Tower  Lane    Avon,  CT  06001  NMLS  #6331  –  CT  &  RI    ML6331  -­‐  MA  

Staying Compliant on LinkedIn

You  should  also  re-­‐read  your  company’s  social  media  guidelines  for  further          regulaJons  and  rules  specific  to  your  company.    

According  to  the  FFIEC:  A  financial  insJtuJon  should  have  a  risk  management  program  that  allows  it  to  idenJfy,  measure,  monitor,  and  control  the  risks  related  to  social  media.    

   

Be  aware  of  the  Truth-­‐In-­‐Lending  Act  (TILA)  when  introducing  any  mortgage  informaJon  through  social  media.    Keep  your  communicaJons  minimal  and  high-­‐level  instead  of  discussing  pricing  or  fees  via  LinkedIn.    

Don’t  forget  to  add  your  NMLS  #  to  your  profile!    

Keep  your  message  simple  to  stay  compliant  and  capJvate  your  audience  

with  useful  informaJon.  -­‐NaJonal  Mortgage  Professional  (2012)  

Page 7: Getting Started: LinkedIn For the Mortgage Industry

30  Tower  Lane    Avon,  CT  06001  NMLS  #6331  –  CT  &  RI    ML6331  -­‐  MA  

Make it easy to connect with you Be sure to include your LinkedIn URL and Company’s URL in your email signature, on your website, info tab on your Facebook profile and blog, as well as on your print marketing collateral and business cards.

•  You’re here to be contacted, make it as easy as possible.

…and  here  

…and  here  

…and  here  

…and  here  

…and  here  

Page 8: Getting Started: LinkedIn For the Mortgage Industry

30  Tower  Lane    Avon,  CT  06001  NMLS  #6331  –  CT  &  RI    ML6331  -­‐  MA  

Build your connections

NMLS  #6331  

•  See who you already know – Referrals, referrals, referrals! •  Upload your contacts

Helpful Marketing Tip: You can also export your LinkedIn connections for email marketing campaigns! See last page of presentation for instructions on how to export your LinkedIn connections.

•  The more people you know, the more referrals and leads you will receive. •  Join LinkedIn Groups (and be active!)

è  

è   [email protected]

Page 9: Getting Started: LinkedIn For the Mortgage Industry

30  Tower  Lane    Avon,  CT  06001  NMLS  #6331  –  CT  &  RI    ML6331  -­‐  MA  

View Your Own Profile, Often!

NMLS  #6331  

•  Check your Network Stats regularly – if people have viewed your profile,

Connect with them! o  You  can  see  informaJon  about  your  network,  including  how  many  users  you  can  reach  

through  your  connecJons.  o  To  get  there,  click  on  the  Profile  tab,  and  you’ll  see  four  more  tabs:  My  ConnecJons,  

Imported  Contacts,  Profile  Organizer  and  Network  StaJsJcs.

Page 10: Getting Started: LinkedIn For the Mortgage Industry

30  Tower  Lane    Avon,  CT  06001  NMLS  #6331  –  CT  &  RI    ML6331  -­‐  MA  

 Connect with LinkedIn on your smartphone

•  ConnecJng  with  people  on  LinkedIn  via  your  smartphone  is  easier  and  uses  less  restricJons  than  on  the  computer.  

•  You  can  add  your  phone’s  contacts  to  your  LinkedIn  ConnecJons  and  vice  versa.  

 •  Using  the  iphone  app  –  CARDMUNCH  will  allow  

you  to  take  photos  of  a  business  card  –  it  will  add  the  connecJon  to  your  contact  list  AND  connect  you  automaJcally  to  them  on  LinkedIn  

Page 11: Getting Started: LinkedIn For the Mortgage Industry

30  Tower  Lane    Avon,  CT  06001  NMLS  #6331  –  CT  &  RI    ML6331  -­‐  MA  

 Stay tuned… for the next presentation Optimizing LinkedIn for Your Mortgage Lending Business

Get more connections!

Close more loans!

Connect with more leads! Become an

Industry Leader

Page 12: Getting Started: LinkedIn For the Mortgage Industry

30  Tower  Lane    Avon,  CT  06001  NMLS  #6331  –  CT  &  RI    ML6331  -­‐  MA  

Helpful Hints: Expor/ng  your  LinkedIn  Connec/ons  

You  can  export  your  connecJons  from  the  Contact  Se_ngs  page.    Note:  Only  the  full  name,  email  address,  current  employer,  and  posiJon  are  exported.    To  export  your  connecJons  list:    1.  Move  your  cursor  over  Network  at  the  top  of  your  

homepage  and  select  Contacts.  2.  Click  the            Se@ngs  icon  near  the  top  right.  3.  Under  Advanced  Se@ngs  on  the  right,  click  Export  

LinkedIn  Connec/ons.  4.  Enter  the  security  text  if  prompted.  5.  Click  Export.  6.  Save  the  file  as  a  .csv  and  then  save  it  somewhere  you  can  easily  find  it,  like  your  computer's  desktop.    Note:  If  you're  using  Internet  Explorer  and  you  see  a  yellow  pop-­‐up  blocker  across  the  top  of  the  page,  click  the  yellow  bar  and  then  select  Download  File.  

Page 13: Getting Started: LinkedIn For the Mortgage Industry

30  Tower  Lane    Avon,  CT  06001  NMLS  #6331  –  CT  &  RI    ML6331  -­‐  MA  

4  

Connect  with  us    hcp://www.linkedin.com/company/village-­‐mortgage-­‐company