real estate success with the bodwell team at mortgage network

©2013 Mortgage Network, Inc. NMLS ID# 2668

Crystal L. McAtee - NMLS# 872073Loan OfficerMortgage Network, Inc. (207) 357-9171 [email protected]

www.crystalmcatee.com966 Roosevelt Trail PO Box 1678

Naples, MA 4055

My name is Crystal L. McAteeI am not your ordinary Mortgage Professional.

What you are about to experience is a cutting-edge marketing platform designed to build and nurture a personal relationship… together. And the

book you’re about to review reveals what I proudly call

“A Whole New Level of Service”


“52”

Anyone can service a client when they’re in the buying mode. But a

“Whole New Level of Service” requires us to make a long term commitment.

From the moment every transaction closes we will nurture a lasting relationship with each of our clients… together.

The homeowner will hear from us at least “52” times over the next three years.

Please read on and I’ll show you how…


Naples, MA 4055



COMPREHENSIVE MARKETING PLATFORM

Mortgage Network, Inc. Provides Innovative Marketing Solutions

Our cutting-edge marketing approach to Internet, E-mail and Conventional Marketing is designed to easily help us build a lasting, personal relationship with each of our homeowners.


Naples, MA 4055



PARTNERS IN SUCCESS BENEFIT TOO. Since we teamed together on the transaction, we take the time to address your client as a team effort. For example, I advise your clients to supply their tax advisor with critical loan documents at tax time and invite them to contact either myself or you if they’ve misplaced their copy. Not to brag, but I pay attention to the little things, and that’s what makes me different from other mortgage professionals.

3-YEAR CLIENT RETENTION PROGRAM

CHALLENGE You’ve just closed on the largest purchase most consumers ever make – their home. What can you do to ensure each client feels as valued three years from now as they do today?

SOLUTION Effective immediately, Mortgage Network, Inc. is making its fabulous “16-Touch” Customer Service Program available to its Partners in Success.

We Have a Saying at Mortgage Network, Inc.: The transaction closing is only the “beginning” of our long term

commitment to Customer Service.


Naples, MA 4055



Crystal L. McAtee

Mortgage Network, Inc.

(207) 357-9171

Dear Elizabeth and Jonathan,

I hope this greeting finds you well. Would you

please call me to schedule your complimentary

Annual Mortgage Review? In the brief meeting,

we’ll analyze your current financing and look

ahead to the upcoming year. Thanks again for your

loyal business!

Elizabeth & Jonathan Hightower

4321 Maple Street

Naples, MA

Charlie Smith

Hometown Associates

(555) 555-7890

POST CARDS

Highly Polished and Professional… FROM BOTH OF US.

The homeowner will receive 14 post cards over the next three years with beautiful and creative designs.

You’ll immediately notice that everything we do is communicated as a “team” effort.


Naples, MA 4055



NEIGHBORHOOD

HOME ACTIVITY REPORTS

Mortgage Network, Inc. Knows…Keeping clients in touch with current home values in their area can be difficult and time consuming. But, homeowners are always curious to know what homes are selling for in their neighborhood.

Thanks to our innovative “Neighborhood Home Activity Reports”, Mortgage Network, Inc. is able to proactively track local home sales then communicate this critical information to our clients every 90 days!

Elizabeth and Jonathan,

One of the services that I offer my clients is a regular update on the property

values in their neighborhood. I will be providing this valuable information to

you on a quarterly basis.

Below, please find a partial list of homes that sold within a ¼-mile radius of

your home within the past 90 days.

I hope you find this information useful.

Needless to say I am available to assist you with many of your financial needs

and encourage you to contact me if I may be of any assistance.

Property Price

House 1 $265,999

House 2 $300,999

House 3 $289,500

House 4 $249,000

Crystal L. McAtee

Mortgage Network, Inc.

(207) 357-9171


Naples, MA 4055



MORTGAGES UNDER MANAGEMENT

Joe,

It’s time for your Quarterly Mortgage Checkup!

As you know I’m constantly monitoring market conditions to ensure that you’re in the right loan for your needs. In that spirit, please see below for a brief analysis on how your current product compares to other options available today.

Your Current Loan information: June 21, 2006 123 Any Street 30-Year Jumbo Fixed at 6.375%.

Based on current market conditions, I’m assigning your current mortgage solution a yellow light. In general, this means that I may be able to recommend options that could either save you money on your monthly payment or lower your interest rate. However, it is highly likely that your current loan is still right for you. If you’d like to schedule a few minutes so we can take a closer look, please reply to this e-mail or give me a call.

Also, if you think any of your friends, co-workers or family members would benefit from the high level of service I provide, please refer them my way. Thank you for your loyal business and for your referrals!

At Mortgage Network, Inc. we understand that our Partners in Success are looking for more than just rate sheets and customer service. In that spirit, we are proud to introduce another innovation that you’re going to love.

Challenge: We noticed that financial professionals traditionally do a better job than mortgage professionals at counseling clients on how assets are performing against market conditions.

Solution: Effective immediately, Mortgage Network, Inc. is opening up its Mortgages Under Management service to its valued clients and friends.

What This Means: Since we proactively track market conditions, your clients will never have to guess if they’re in the right loan again. The solution is two-fold:

Quarterly Mortgage Updates: Every 90 days, we conduct an analysis for each client and communicate the results in an easy-to-understand summary. This valuable service is provided free of charge.

Opportunity Alerts: We’ll also establish a preset rate and payment savings target for each client. In the case that mortgage rates drop unexpectedly, Mortgage Network, Inc. will notify the client immediately with an action plan that’s right for them.

Deepening Relationships: For our elite Partners in Success, we’re also happy to enroll friends and prospects into our Mortgages Under Management program – at no cost. We didn’t think it was right to show this level of service to clients only. Together, we can show the local community what makes us unique

– one customer at a time.


Naples, MA 4055



“JUST LISTED”

ALERTS FROM YOUR DATABASE

WHAT THIS MEANS For FSBO deals, it allows you the unique sales opportunity of picking up the phone and calling your client to re-sell them on the benefits of using a Real Estate agent early on in the sales cycle. If they have already contracted with another agent, it allows you the opportunity to find out why they didn’t use you again and also see if they have a Real Estate agent to help them find a new home (they are moving after all). This data gives you more ammunition when you make that initial phone call than you have ever had before. This “Just Listed” alert service is another great benefit of doing business with Mortgage Network, Inc..

CHALLENGE You have done all of the right things to try to keep in touch with your database over the years, but a competitor won the business when it was time for your client to re-enter the market. How do you pinpoint exactly when a client is ready to make another transaction and ensure you are top of mind with them at the right time?

SOLUTION Mortgage Network, Inc. has a custom solution that monitors the internet for listings as they appear. We look at search engines, FSBO sites, and other industry specific listing sites for new listings with addresses that match someone in your database. We can now tell you when any of your past clients list their home for sale.

HOW MANY TIMES HAVE YOU closed a deal with a client, only to drive through their neighborhood a few years later to see a “For Sale” sign in front of their house with a different Real Estate agent’s name on it? At Mortgage Network, Inc. we understand this is one of the most frustrating things that can happen to us in the industry.

NM

LS#

8720

73


Naples, MA 4055


PROGRAM SCHEDULE

FIRST YEARClient Thank You Card plus Closing Gift* ....................... Immediately

Thank You Letter to Referral Source** ......................... Immediately

Customer Satisfaction Survey ...........................................30 Days Out

4th of July Card ........................................................................... July 4th (Relative to Marketing Schedule Start Date)

Birthday Cards .................................................Borrower & Co-Borrower

Thanksgiving Day Card§ ...................................................Thanksgiving

Annual Mortgage Review ....................................................12 Months

SECOND YEARSettlement Statement Reminder ................................ February 15th (In Year After Closing)

4th of July Card ........................................................................... July 4th




THIRD YEAR4th of July Card ........................................................................... July 4th




E-MAIL SCHEDULEQuarterly Mortgage Checkup..................................Jan., Apr., Jul., Oct.

Neighborhood Home Activity Report ............... Feb., May, Aug., Nov.

Thought of You ........................................................Mar., Jun., Sep., Dec.

* Closing Gift if Applicable ** Credit Quiz Letter if No Referral Source § If No Co-Borrower Birthday Card


Naples, MA 4055



Happy Birthday (Dynamically reflects Borrower’s name.)





16-TOUCHEXAMPLESBIRTHDAY CARDS


Naples, MA 4055



4th of July(Dynamically reflects Borrower & CoBorrower names.)

4th of July(Dynamically reflects Borrower and CoBorrower names.)

4th of July(Dynamically reflects Borrower ‘s last name.)

16-TOUCHEXAMPLES4TH OF JULY CARDS

McAtee


Naples, MA 4055



Annual Mortgage Review(Dynamically reflects Borrower & CoBorrower names.)

Annual Mortgage Review(Dynamically reflects Borrower & CoBorrower names.)

Annual Mortgage Review(Dynamically reflects Mortgage Professional’s name

and phone number.)

16-TOUCHEXAMPLESANNUAL MORTGAGE

REVIEW CARDS


Naples, MA 4055

Crystal L. McAtee(207) 357-9171




Naples, MA 4055

© 2013 Mortgage Network, Inc. NMLS ID# 2668 (www.nmlsconsumeraccess.org) All rights reserved. Trade/servicemarks are the property of Mortgage Network, Inc. 300 Rosewood Drive, Danvers, MA 01923. Also doing business as MNET Mortgage Corp. Connecticut 3785; Li-censed by the Department of Business Oversight under the California Residential Mortgage Act Finance Lenders Law License 603B322; Delaware 010168; Florida Mortgage Lender Servicer MLD170; District of Columbia Mortgage Dual Authority License MLB2668; Georgia Residen-tial Mortgage Licensee 15441; Illinois Residential Mortgage Licensee MB.0006470; Indiana-DFI First Lien Mortgage Lending License 16783; Indiana-DFI Subordinate Lien Mortgage Lending License 16784; Maryland Mortgage Lender License No. 19266; Massachusetts Mortgage Lender and Broker MC2668; Massachusetts Third Party Loan Servicer Registration LS2668; Maine SLM2499; Minnesota Residential Mortgage Originator License Other Trade Name #1 MN-MO-20261162; Licensed by the New Hampshire Banking Department 5573-MB; Licensed by the NJ Department of Banking and Insurance-New Jersey Residential Mortgage Lender License 0755551; 300 Rosewood Drive, Danvers, MA 01923 – Location authorized to conduct New York regulated mortgage activities. MNET Mortgage in lieu of Mortgage Network, Inc. in New York - Registered Mortgage Broker – NYS Department of Financial Services RMB 207997; North Carolina L-113607; Ohio Mortgage Broker Act Mortgage Banker MB.804091.000; Licensed by the Pennsylvania Department of Banking and Securities 21978. Rhode Island Licensed Lender 95000456LL; South Carolina-BFI Mortgage Lender / Servicer License MLS – 2668; Texas Reg. 43205; Texas Regulated Loan License 10569-46959; Licensed by the Virginia State Corporation Commission MC-2593; West Virginia Mortgage Lender ML-31919 and Broker MB-31918. Some products may not be available in all states. This is not a commitment to lend. Rates, terms, fees, and equity requirements are subject to change without notice. Restrictions apply. Equal Housing Lender.


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