Dan Fazio. My name is. A Whole New Level of Service

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1 My name is I 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

2 COMPREHENSIVE MARKETING PLATFORM Principal Mortgage Corporation Provides Innovative Marketing Solutions Our cutting-edge marketing approach to Internet, and Conventional Marketing is designed to easily help us build a lasting, personal relationship with each of our homeowners.

3 5-YEAR CLIENT RETENTION PROGRAM We Have a Saying at : The transaction closing is only the beginning of our long term commitment to Customer Service. 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 five years from now as they do today? SOLUTION Effective immediately, is making its fabulous 24-Touch Customer Service Program available to its Partners in Success. 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.

4 POST CARDS (954) Charlie Smith Hometown Associates (555) Highly Polished and Professional FROM BOTH OF US. The homeowner will receive 22 post cards over the next five years, with beautiful and creative designs. You ll immediately notice that everything we do is communicated as a team effort. 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

5 IN PROCESS VIDEOS At, we understand that buyers may become worried about the purchase process even while loan officers and real estate agents are working steadily behind the scenes. Challenge: Homebuyers need to know what s going on in the loan process, feel connected to their team of professionals and understand steps they can take while they wait for closing. Solution: s a series of Welcome to the Mortgage Process videos at different stages of the loan process. These co-branded, light-hearted videos keep clients informed and aware of next steps. What This Means: Educated Homebuyers: Our clients know where their applications are in the mortgage process and they understand the actions they should be taking (or avoiding, in some cases) as things move forward. Team Approach: They see us working together on their behalf. A Fun Process: As a bonus, we introduce a little bit of levity into what can be a stressful time. Feedback: The videos even have a thumbs up button so buyers can let us know what they think of the job we re doing.

6 SINGLE PROPERTY WEBSITES 90% OF CONSUMERS use the Internet as their primary home shopping resource today. Principal Mortgage Corporation understands how critical it has become for your listings to be found online. That s why we created our cutting-edge Single Property Website solution. For each featured listing, builds a dedicated website, optimizes it for major search engines, and drives incremental traffic via enhanced signage and offline marketing. The result is an effective, organic, and turn-key approach to marketing your properties online. Please ask me for a sample website if you d like to experience the difference. Example of a Single Property Website.

7 MORTGAGES UNDER MANAGEMENT At 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, Principal Mortgage Corporation 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: Bi-Annual Mortgage Updates: Every 6 mos, 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, 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. Joe, It s time for your Bi-Annual 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, 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 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!

8 JUST LISTED ALERTS FROM YOUR DATABASE 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 we understand this is one of the most frustrating things that can happen to us in the industry. 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 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. 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.

9 24-TOUCH EXAMPLES BIRTHDAY CARDS 24-TOUCH Happy Birthday (Dynamically reflects Borrower s name.) 24-TOUCH Happy Birthday (Dynamically reflects Borrower s name.) 24-TOUCH Happy Birthday (Dynamically reflects Borrower s name.) 24-TOUCH Happy Birthday (Dynamically reflects Borrower s name.) 24-TOUCH Happy Birthday (Dynamically reflects Borrower s name.)

10 24-TOUCH EXAMPLES 4TH OF JULY CARDS 24-TOUCH 4th of July (Dynamically reflects Borrower & CoBorrower names.) FA ZIO 24-TOUCH 4th of July (Dynamically reflects Borrower s last name.) 24-TOUCH 4th of July 24-TOUCH 4th of July (Dynamically reflects Borrower and CoBorrower names.) 24-TOUCH 4th of July (Dynamically reflects Borrower and CoBorrower names.)

11 Principal Mortgage Corporati on 24-TOUCH EXAMPLES n Fazio Call Da iew!!! r t. Rev for Mo (954) 3 ANNUAL MORTGAGE REVIEW CARDS 24-TOUCH Annual Mortgage Review (Dynamically reflects Mortgage Professional s name, phone number and company.) (954) TOUCH Annual Mortgage Review (Dynamically reflects Borrower & CoBorrower names.) 24-TOUCH Annual Mortgage Review (Dynamically reflects Borrower & CoBorrower names and Mortgage Professional s phone number.) Da n Fazi o (954) TOUCH Annual Mortgage Review (Dynamically reflects Borrower & CoBorrower names.) 24-TOUCH Annual Mortgage Review (Dynamically reflects Mortgage Professional s name and phone number.)