MARKETING
MADE EASY
Most Members Don’t Know Their Credit Union Offers Mortgages. Let’s Change That.
Our Direct-to-Member program is a multi-channel marketing campaign designed to help you reach more members, generate more leads and grow your mortgage business. Now it’s easy to deliver educational content directly to your members, without adding to your team’s workload.
What’s Included?
Everything you need to promote your mortgage offerings, professionally designed and ready to roll out:
- Email Drip Campaign — Six emails delivered over 12 weeks covering helpful topics like the Top 6 Reasons to Get a Credit Union Mortgage, finding the best type of loan for your member and the Homebuying Journey. Includes detailed reports with lead information after each send.
- Printed Materials — Handouts, posters and desktop signage with QR codes linking to your mortgage resources.
- Digital Display Ads — Animated ads optimized for websites, apps and social platforms to keep your mortgage offerings in front of members online.
- Social Media Graphics — A set of seven branded posts ready to use across your channels.
- In-Branch Video — A one-minute video designed for lobby monitors and digital displays.
All campaign materials are customized with your credit union’s logo, your Loan Originator’s contact information and a direct link to your home loan website.
Let’s Get Started!
Fill out the form below to learn more, and launch a custom Direct-to-Member campaign for your credit union.
Or contact your Partner Success Manager directly:
Sarah Morrow
Partner Success Manager
503.724.5654
Rochelle Pemble
Partner Success Manager
877.912.8009 x7702
Tyler Webb
Partner Success Manager
326.688.1520
More Mortgage Leads. Zero Hassle.
Hear from our team how the Direct-to-Member Marketing program is helping partner credit unions expand their capacity to reach more members and grow their mortgage business.
TEAM MEMBER SPOTLIGHT:
NEED HELP WITH MARKETING SUPPORT? WE HAVE A SOLUTION WITH YOUR NAME ON IT!
Bob Sadowski
Marketing
Results That Wow
Average Email Open Rates: 24% — well above industry averages, with a high number of reopens indicating member engagement.
What our partner credit unions are saying:
“I just want to let you know that we’ve received several mortgage applications over the last couple of weeks. I’m attributing this to the marketing that you all are doing for us.”
– Devon Adams
VP of Member Development
Greater Kentucky Credit Union
“This (program) has increased calls. I have two appointments today to discuss refinancing and have had a few for purchase.”
– Hollyanna Vopat-Steiner
Mortgage Loan Officer
Peninsula Community FCU
– Partner Credit Union
