The Daily Opportunity Service Case Study

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Roxanne Moody
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1 The Daily Opportunity Service for Mortgage Organizations by GainClients, Inc. The Daily Opportunity Service (520) Page 1 of 6

The Daily Opportunity Service monitors your clients' addresses and

Dramatically increase your Client Retention, engage the REALTORS

We help you reach out to your clients right at the time of need.

Unlike other services that react much later, when your client is

Lenders using the Daily Opportunity Service are seeing an

loans by a ratio of 4:1 over their other marketing strategies

2 The Daily Opportunity Service monitors your clients' addresses and alerts you when your client has listed their home for sale. Dramatically increase your Client Retention, engage the REALTORS and gain New Buyer Loans. We help you reach out to your clients right at the time of need... when they list their house for sale. Unlike other services that react much later, when your client is already working with a different lender. Lenders using the Daily Opportunity Service are seeing an immediate increase in Client Retention and are gaining New Buyer loans by a ratio of 4:1 over their other marketing strategies combined. What is the Daily Opportunity Service? We re selling our home and purchasing another! Please call! The Daily Opportunity Service sales@dailyopps.com (520) Page 2 of 6

3 12 month Beta Test Results Lender Beta Test Results 3 month Beta Test Results % % 34% 46% % 18 58% Total Matches Worked Matches Converted Closed During Beta Test Matches Total Matches Converted Closed Matches During Beta Closed Worked Converted Test During Beta Test Beta Tests performed during first year of use and short term follow-up: Large Mortgage Bank, 5B Annually, 20 Brick and Mortar Locations in 5 states, 120 LO's and 600 employees. The Daily Opportunity Service sales@dailyopps.com (520) Page 3 of 6

4 Second Beta Test Take-Away Retention from All Other Marketing < 12% Daily Opportunity Produced More New Buyer Loans Daily Opportunity Service had a lower rate of Withdraw/Decline 42 records produced from all other marketing 355 Total Opportunities identified by Daily Opportunity Service 42/355 = 11.83% Both Beta Tests resulted in a ratio of 4:1 In the 12 month beta test the bulk of New Buyer Loans occurred in the latter part of the test, as Loan Officers became more familiar with the process and the opportunity; thus more New Buyer growth is expected The Daily Opportunity Service offers the benefit of reaching clients and New Buyers BEFORE they are engaged with other lenders. The ratio was 3:8! New Applications in the pipeline! 8 New Applications from Daily Opportunity matches were started at close of the beta test 6 New Applications were started from All Other Marketing Able to Identify Actual Closed Loans Lost with Daily Opportunity Service Data! 245 Opportunities remained of the 355 identified after 68 were worked via Daily Opportunity Matches and 42 captured by All Other Marketing 245 x 46% = 113 potential Applications 120 Applications x 58% = 66 or more Closed Loans Lost Daily Opportunity Service Performance Benefits The Daily Opportunity Service Matches increase new loans to both Existing Clients and New Buyers Fewer Applications withdraw/decline with earlier contact (greater loyalty/ease of simultaneous closing) Ratio of new applications by Daily Opportunities was increasing and surpassing Other Marketing Methods The Daily Opportunity Service sales@dailyopps.com (520) Page 4 of 6

5 Lender Testamonials Dustin sent this to me and I reached out to our past client. He was a radio listener and he could not find us anymore on FM because we changed to AM and he was happy we called. Anyway he is selling his home that we did a refi on and he moved into a rental and he is buying a 800K home in September with a 600K loan amount. He was happy that we reached out to him and we will most likely get him to use us for his Jumbo Loan. Pretty good stuff. J.F., Business Development Officer So this was a fun lead. I reached out to my borrower (he lives out state) with an to let me know if he wants to have me check the qualification of the buyers on the offers for his property he replied yes and he ll let his agent know. I also reached out to the agent before I got that reply and sent him my info with the same offer AND a Realtor Cheat Sheet, which was received very well. YAYAYYAYAYAY! L.B., Team Leader I received an alert last week and it was right on. Agent already had listing and Client was "about" to call us for the new home so worked out well. Very cool J.O., Senior VP/Branch Manager This is pretty exciting! For the trial runs- is it only AZ LO s for right now? I m excited to talk about this new tool with our current recruits! B.S., Branch Business Development Coordinator I have had 2 leads from this just this last week I called both and 1 is interested in working with me and is getting divorced - so I may have 2 deals from it. Just wanted to share the good news THANK you for providing this service to us! 15 inches of snow yesterday in Denver! C.B., V.P. / Branch Manager This is incredible! Thank you for keeping our company a step ahead. K.W., Senior Loan Officer Ray this is AWESOME!! I absolutely love the idea. Hey can you tell me if the same team heading this up will be doing the same for Colorado? W.R., Loan Officer Associate So I called the agent on the Mully deal and he thought it was amazing that we were doing this and told me to call the buyer to prequalify LOVE IT! G.G., Senior Loan Officer I love that you guys are sending this out what a wonderful help for us!! J.F., Business Development Officer The Daily Opportunity Service sales@dailyopps.com (520) Page 5 of 6

Combined Beta Tests Average Call or email to get started: 520.202.

6 Combined Beta Tests Average Call or to get started: The Daily Opportunity Service (520) Page 6 of 6

Find Private Lenders Now CHAPTER 10. At Last! How To. 114 Copyright 2010 Find Private Lenders Now, LLC All Rights Reserved

Find Private Lenders Now CHAPTER 10. At Last! How To. 114 Copyright 2010 Find Private Lenders Now, LLC All Rights Reserved CHAPTER 10 At Last! How To Structure Your Deal 114 Copyright 2010 Find Private Lenders Now, LLC All Rights Reserved 1. Terms You will need to come up with a loan-to-value that will work for your business