the verico client builder program · bathroom can be deal makers – or breakers. when deciding if...

The VERICO Client Builder Program by Market Connections

You work hard to establish your client base. Let us help you not only solidify your existing relationships, but also continue to nurture and develop this business. The VERICO Client Builder Program allows you to stay in touch with all your clients easily and automatically, cultivating relationships that will seamlessly transition into repeat business and quality referrals.

The VERICO Client Builder Program: Your Automated, Integrated Marketing Solution

According to the CMHC, only 51% of mortgage consumers are contacted by their brokers following a mortgage transaction.

Post-transaction contact with your clients can increase the likelihood of repeat business by nearly 60%.

The VERICO Client Builder Program takes care of all your post-transaction client communications for you!

Successful mortgage brokers recognize that capturing an initial sale is more than just a one-time transaction – it’s the beginning of a valuable client relationship. Reinforce and develop the client experience with The VERICO Client Builder Program: an automatically generated, continuous series of customized marketing touches.

®

Mortgage Marketing Solutions Client Education, Retention, Referrals

Customized Newsletters | Personalized Letters | Targeted Postcards | Scheduled Greeting Cards

YOUR MORTGAGE AND MOREWhen is the best time to buy, or sell your home? Is it currently a buyer’s market or a seller’s market? Are mortgage rates going up or coming down in the near future? Buyers and sellers have a lot to consider, so they are wise to partner up with real estate and mortgage professionals well before they make any major decisions.

Mortgage brokers help consumers navigate through the mortgage process of their real estate transactions, answering questions about specific mortgage terms and conditions, giving advice about fixed versus variable interest rates, sharing recommendations to accelerate mortgage payments and so much more.Something you might not be aware of is that mortgage brokers can also offer other kinds of household financial advice, such as budgeting, money management and how to manage your overall financial picture. In fact, the recent tax season may have brought to light some financial issues you may need some help with – please know that you can get some no cost, no obligation suggestions on working through those issues just by picking up the phone.

In presenting you with your best home financing options, a good mortgage broker will explain the loan process from the initial application to closing, and communicate with you before, during and after the sale. After the sale, please know that you can continue to count on support and financial advice whenever you need it.

As your Mortgage Broker, my job is to get your real estate loan approved. I’ll take the time to listen to your needs, study your financial capabilities and find the loan product that works best for you.Keep my number handy if you, your friends or family have any questions about the current mortgage market and how it can affect your monthly housing costs.Vivian GiraldiTel: (800) 387-6058Fax: (800) 800-7093E-mail: [email protected]

Sample Mortgage Inc.®

The information and opinions contained in this newsletter are obtained from sources believed to be reliable, but their accuracy cannot be guaranteed. The publishers assume no responsibility for errors and omissions or for any damages resulting from the use of the published

information. This newsletter is provided with the understanding that it does not render legal, accounting, or other professional advice. Not intended to solicit properties or businesses listed for sale and agency agreements in place with other real estate brokers. Whole or partial

reproduction of this newsletter is forbidden without the written permission of the publisher. © Market Connections Inc.® 2014, Phone: (800) 387-6058.

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From the desk of Vivian Giraldi Sample Mortgage Inc.®

Vivian Giraldi Mortgage Broker

Thank You For Your LoyaltyThe greatest compliment I can receive from my clients is the referral of your family, friends and colleagues. I promise to treat anyone you refer with the greatest consideration.

Vivian GiraldiEmail:

[email protected]

Tel: (800) 387-6058

Fax: (800) 800-7093

FIRST IMPRESSIONS

CNMB

While we’ve always been told not to judge a book by its cover, there is certainly something to be said for first impressions when it comes to showing your home. That’s why, especially in this busy open house real estate season, it pays to step back and have an objective view of how your home presents.

For example, your kitchen and bathroom can be deal makers – or breakers. When deciding if it’s worth renovating before you sell, consider the Appraisal Institute of Canada’s findings that, depending on the extent of the renovations, homeowners can often recoup 75 to 100 percent of bathroom and kitchen renovation costs when it comes time to sell their home. Before undertaking any remodeling project however, homeowners would be wise to find out specifically which projects will provide the best return upon resale, then touch base with their mortgage broker to discuss options to finance those restorations.

Smaller renovations may be accomplished without the need for a loan, but financing a major reno calls for a discussion about the different funding options available, from a line of credit to a home equity loan to mortgage refinancing. Even if you think you have enough money to complete your renovation, remember to budget for the unforeseen which, as anyone who’s ever completed a home reno well

knows, is an inevitable consequence of renovating.

Whether you’re thinking of moving or staying put to do some spring upgrades, please remember that there’s never any obligation when you call with your mortgage or loan questions!

Each VERICO Broker is an independent owner and operator. ® & ™ : Trademark of Verico Financial Group Inc.

Volume 10, Issue 4

Compliments of Vivian Giraldi Sample Mortgage Inc.®


Sample Mortgage Inc.®94 Scarsdale RoadToronto, ON M3B 2R7

Tel: (800) 387-6058Fax: (800) [email protected]

Greetings! You’re receiving this newsletter with hopes that you find it informative and entertaining.

If you'd like a no-obligation update on the status of your own mortgage, or on today's mortgage market overall, please feel free to call at any time. It’s always good to hear from you!

All the best,

Vivian Giraldi

®

FIRST IMPRESSIONS

CNMB

While we’ve always been told not to judge a book by its cover, there is certainly something to be said for first impressions when it comes to showing your home. That’s why, especially in this busy open house real estate season, it pays to step back and have an objective view of how your home presents.

For example, your kitchen and bathroom can be deal makers – or breakers. When deciding if it’s worth renovating before you sell, consider the Appraisal Institute of Canada’s findings that, depending on the extent of the renovations, homeowners can often recoup 75 to 100 percent of bathroom and kitchen renovation costs when it comes time to sell their home. Before undertaking any remodeling project however, homeowners would be wise to find out specifically which projects will provide the best return upon resale, then touch base with their mortgage broker to discuss options to finance those restorations.

Smaller renovations may be accomplished without the need for a loan, but financing a major reno calls for a discussion about the different funding options available, from a line of credit to a home equity loan to mortgage refinancing. Even if you think you have enough money to complete your renovation, remember to budget for the unforeseen which, as anyone who’s ever completed a home reno well

knows, is an inevitable consequence of renovating.

Whether you’re thinking of moving or staying put to do some spring upgrades, please remember that there’s never any obligation when you call with your mortgage or loan questions!


Volume 10, Issue 4

Compliments of Vivian Giraldi Sample Mortgage Inc.®


Sample Mortgage Inc.®94 Scarsdale RoadToronto, ON M3B 2R7

Tel: (800) 387-6058Fax: (800) [email protected]

Greetings! You’re receiving this newsletter with hopes that you find it informative and entertaining.

If you'd like a no-obligation update on the status of your own mortgage, or on today's mortgage market overall, please feel free to call at any time. It’s always good to hear from you!

All the best,

Vivian Giraldi

®

Vivian GiraldiSample Mortgage Inc.®

94 Scarsdale RoadToronto, ON M3B 2R7

Your Client’s Name123 Main Street, Suite 123City, Province M2N 6S6

Dear Sam,

When you first purchased your home, I promised to keep in touch. Now that spring is here – the prime season for home renovations – I’m pleased to remind you that arranging financing for all of your home improvement projects is just a phone call away!

Please call me to ask about mortgage refinancing, which can allow you to spread out the cost of your renovations over an extended period of time. With today’s low interest rates, it’s a practical option for many of my clients.

Some household jobs may lend themselves to a home equity loan – a type of loan that uses the equity already in your home to build even more equity. This type of loan can be an economical opportunity for homeowners interested in leveraging the equity in their current property, not only for home renovations, but also to pay off other high-interest obligations such as credit card bills. Home equity loans can even be used to pay for childrens’ post-secondary education or other single, large purchases.

As your mortgage broker, I am here to support you with all your financial needs and provide you with sound advice and guidance. Please call me at any time for a no-obligation discussion!

Best regards,

Vivian GiraldiVivian Giraldi(800) 387-6058, ext. [email protected]

Sam Sample25 Main Street West, Suite 202City, Province, Postal Code


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Printed Newsletters for Client Retention These professionally-produced, four-page client mortgage newsletters are branded just for you, and mailed directly to your best source of future business and quality referrals – your clients and sphere of influence.

Business Development Letters for Client Awareness and GrowthMake sure your clients know the wide range of products and services you can provide with customized business development letters – a vital component of The VERICO Client Builder Program.


You’ve worked hard to build equity in your home, and now it’s time to let that equity work hard for you! A home equity loan or line of credit is one of the most cost-effective ways to access funds for home repairs or renovations. It can even be used for debt consolidation, college tuition or any other financial obligations. Call today to find out more!

Please remember that I am always available to assist you with all your financial needs. If you’re happy with my services, I would be thrilled if you could refer me to your friends and family too!

Thank you for your referrals!

Sam Sample123 Main StreetVancouver BC A1B 2C3

®

Vivian Giraldi, Mortgage Broker

Direct: 416-223-2250 ext. 246Email: [email protected]: www.samplemortgage.com

Sample Mortgage Inc.®

94 Scarsdale Road, Toronto, ON M3B 2R7

Use the equity in your home to ADD equity to your home!

Ask me about a home equity loan or line of credit today.

Vivian Giraldi Direct: 416-223-2250 ext. 246 | [email protected]

Postcards: Visually Engaging, Tangibly PracticalA printed postcard, customized with your personal contact information, provides an eye-catching, tangible reminder of your special services.

Greeting Cards: Relationship Building At Its BestThere’s nothing that says “I’m thinking of you” better than getting a personally-addressed greeting card in the mail!

The VERICO Client Builder Program includes special occasion greeting cards that are customized just for you, and mailed directly to your clients.

Toll-Free: 1.800.387.6058 | Email: [email protected] | Web: marketconnections.com

H A P P Y H L I D A Y SH A P P Y H O L i D A Y S

Front

The VERICO Client Builder Program Components

The comprehensive VERICO Client Builder Program includes customized newsletters, personalized letters, targeted postcards and even greeting cards that allow you to stay top-of-mind with your clients, even at the busiest times. All products are customized beautifully with your own photo and contact information, and mailed directly to your clients on your behalf.




Back Envelope

416-223-2250 ext. [email protected] | www.samplemortgage.com

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The VERICO Client Builder Program Pricing

The VERICO Client Builder Program is a customized client marketing program that includes an annual total of either 11 Touch Points (Gold Package), 7 Touch Points (Silver Package) or 5 Touch Points (Bronze Package). All communications are customized just for you with your photo, logo and contact information, and mailed directly to your clients on your behalf.

Pricing covers all marketing components listed under each package summary below, and includes all creative services, printing, lettershopping, mailing services, data services and postage.

Sign your client up once, then sit back and have your customer relationship marketing taken care of for you, keeping you top-of-mind professionally and automatically!

Toll-Free: 1.800.387.6058 | Email: [email protected] | Web: marketconnections.com

Product JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC Total

Business Development Letter

1 1 2

Postcards 1 1 1 1 4

Greeting Cards 1 1

Newsletters 1 1 1 1 4

Monthly Activity 1 1 1 1 1 0 1 1 1 1 1 1 11

Gold Package Pricing

One Time Set-Up Fee $125.00

Monthly Program Fee

Billed monthly per client

$1.33

Note: The set-up fee is non-refundable

Gold Package

Silver PackageProduct JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC Total


1 1 2

Postcards 0

Greeting Cards 1 1




Monthly Program Fee


$1.00


Silver Package Pricing

Bronze PackageProduct JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC Total


0

Postcards 0

Greeting Cards 1 1




Monthly Program Fee


$0.75


Bronze Package Pricing

Toll-Free: 1.800.387.6058Email: [email protected]

Web: marketconnections.com

Your Partner in Marketing Success

VERICO is pleased to partner with Market Connections Inc.® (MCI), a one-stop, full service custom communications organization recognized as the front-runner in tailored marketing solutions for real estate and mortgage professionals throughout the North American marketplace.

Market Connections provides the VERICO Network with the peace of mind that comes with a solid history in the North American marketplace:

Over 20 years of providing marketing solutions for the Canadian market.

Offices in Central and Western Canada, with an exceptional in-house print facility and top-notch editorial and production teams.

A reputation as a leading newsletter publisher, based on the success of many thousands of customized programs for clients throughout Canada and the United States.

A team of experts who understand the growing need for strategic solutions in the mortgage market. MCI is here to help you succeed in your business!

When it comes to building a business, start by building relationships first.

The VERICO Client Builder Program makes it easy.

the verico client builder program · bathroom can be deal makers – or breakers. when deciding if...

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