Poli Mortgage Group& You

Collaboration, Partnership, Success

Presented by Chip Poli, President and CEOPoli Mortgage GroupOctober 8, 2013

• Poli and Technology/Lead Generation– Brand New Mortgage Mobile App

• Poli Mortgage & You– USB Home Buyers Tool (Leads!)– Customer Retention (CRM!)– Co-branding Collateral (Marketing!)

Agenda

This is no Ordinary Mortgage App!

Ordinary Mortgage App Poli Mortgage App!

Mortgage updates as they happen?“APP-

solutely!”

Poli Mortgage Mobile App!

BORROWER PORTAL REALTOR PORTALPROSPECT PORTAL

Prospect Portal Screens

Prospect Portal Screens

Prospect Portal Screens

02062

Poli Mortgage Mobile App!

• Prospect Portal Benefits– Educates Potential Home Buyers– Allows to search for a Realtor in their

target home buying area (LEADS!)– Allows for rate quote from Professional

Loan Officer (LEADS)– Allows for Photo and Note taking while

shopping for a home

Poli Mortgage Mobile AppBORROWER PORTAL

Borrower Portal Screens

Borrower Portal Screens

Buyer’s Agent

Jane Openhouse

Jane@openhouse.com

617 555 5555

Poli Mortgage Mobile App!• Borrower Portal Benefits– Easy Access to

• Loan Information• Realtors, Attorneys, LO and Processors.

– Ability to communicate with text messages to all parties

– Ability to view important documents and important due dates

– Be notified as the loan reaches different milestones in its progress to closing

– View certain documents right on your phone

Poli Mortgage Mobile AppREALTOR PORTAL

Realtor Portal Screens

$417,000

617 555 1212

Smith

Locked

Mike

Smith

Realtor Portal Screens

123 Main Street

617 555 1212

Smith

$417,000

Mike

Realtor Portal ScreensNow This is really cool! No more wondering about the status of your clients loan!

Auto Notifications!

12:30Friday March 13

8:30Tuesday March 3

3:30Tuesday March 10

Auto Notifications!Every Step of the way!

1. Appraisal received! 2. Loan approved! 3. Commitment letter received! 4. Cleared to close! 5. Congrats! Loan has

successfully closed!

Poli Mortgage Mobile App!You’d have to agree…This is no ordinary Mortgage Mobile App!

• Homebuyer Flash Drive– Great for your open houses– Includes mortgage and real estate

educational information– All documents resident on the flash drive

can be co-branded with you and your Loan Officers photo and contact info!

Poli Mortgage and You!

Home Buyers Flash Drive!

HOMEBUYER’S FLASH DRIVEFUTURE VERSION?

Kim Brady

Coldwell Banker692 High StreetWestwood, MA 02090

(508) 404-6438 Mobile(781) 320-0550 Office(781) 320-9585 Fax

Chip Newman

NMLS #20380Poli Mortgage Group685 Canton StreetNorwood, MA 02062

(781) 223-0692 Mobile(781) 801-1434 Office

Customer Retention

Every Customer receives:– Great Gift after

closing– 3 Years of Co-

branded Communication!• Emails and Cards

– Personal Follow up– Future Referrals

Customer Retention

Mary OpenhouseMASS Realtor(617) 555-1212

• Co-branded mortgage collateral for your open houses or mailings

Poli Mortgage and You!

Poli Mortgage Group& You

Collaboration, Partnership, Success

Presented by Chip Poli, President and CEOPoli Mortgage GroupOctober 8, 2013