Your First Choice California Team

We believe in specialized and professional marketing support to deepen referral partner relationships, build your personal brand, and grow your business.

Personalized Marketing Support

We know that your brand as a loan originator is vital to your success. We have built a powerful library of printable and email material that will help you stand out and make an impact to your clients and referral partners, and our graphic designers and copywriters are  always ready to design a completely unique piece for you or your referral partners.

Client Relationship Platforms

Our Marketing Team knows that following up with leads and referral partners is one of the most time-consuming and frustrating parts of an originator’s marketing platform.  Our high-quality and customized campaigns are automated to ensure that your clients and partners are being reached out to and taken care of no matter what.  Our co-branded in-process and post-close campaigns impress referral partners and ensure that your clients are informed and reminded of your professionalism at each step of the loan process and after the loan has closed, and we continuously create specific material that can be sent to your leads and referral partners.

Social Media Training

Social Media presence an extremely time-efficient and cost-effective component of our marketing platform. Our specialists work with our loan originators to leverage multiple platforms, as well as provide content and continual support to help you grow your online presence, stay in contact with past clients and referral partners, and attract new ones.

Lead Generation Systems

We have created a system to ensure that you follow up with your leads with not only by an email, but by a professional lead concierge who will call them personally and mail notes and thank you cards!

The concierge who is assigned to you and your team:

• Follows up on your behalf

• Gives a personal and professional touch

• Follows strategic lead strategy guidelines

• Sends you detailed reports

With our personal and professional touch, you will both portray yourself as an organized professional, and build deeper relationships… closing many more deals in the process!