There is little value in a 1-time mailing. The idea is to further your ongoing relationship with your clients by mailing them regularly throughout the year. This prevents competitors from encroaching on your turf, and reminds your clients regularly that you are THE go-to professional in the mortgage world.

Everything. For as little as $1.79 per copy, you get awesome articles, an incredible level of customization, printing of your full-color newsletter on high-quality glossy paper, and full mailhouse services including postage. The value of the printing and mailing alone is very close to this number. So you’re essentially getting all of the content and customization for no additional cost. And it saves you hundreds of man-hours each quarter developing your own custom newsletter.

We have a small setup fee for 2 reasons: 1) the fee allows us to run your credit card at the beginning to confirm that it is valid and so that we don’t have to ask again for it when it’s time to go to print, and 2) to cover the cost of reviewing your initial set of image uploads and working with you if there are any issues.

You’re billed after the upload cutoff date, and just prior to printing and mailing. The approximate billing date is always shown in your Account area. We base your billing on the number of client addresses you have in your list, plus any extra copies that you wish to receive in bulk (for handouts).

We mail your clients quarterly. The dates vary slightly, but generally they are in March, May, August, and November.

The subscription renews automatically at the end of 1 year, but after every fourth issue, you’ll receive an email that notifys you of this, and also allows you to cancel your subscription, if you like.

Yes. If you would like extra hardcopies bulk-delivered to you (i.e., no mailing address), just let us know how many. These are great for walk-in clients, and dropping off at referral partner offices when you visit them. Pricing is the same as your other copies. When you upload your mailing list in the Control Panel, there is a place just below the upload area to signify how many bulk copies you want. We’ll bulk deliver these to you after printing ($9.95 shipping and handling).

Branch level programs allow a branch manager or owner to make MortgageWise a part of the branch’s (or company’s) overall marketing program.

A Branch manager can issue Participation Keys to their Agents, to allow them to join the program. This creates consistent branding across all Agent newsletters, while still allowing each Agent to customize other elements and provide custom content.

The Branch manager can also decide which agents they will pay for (any or all) by issuing these agents a Billing Key. Other agents pay their own way. Billing Keys can be rescinded (and payment switched back to the Agent) at the Branch Manager’s discretion.

Branch-level programs also benefit because the unit price is based on the total list quantity for all Agents on the same payment card.

Absolutely!!

We include professionally written articles that are all related to your mortgage clients, and which drive inbound calls. No recipes or gardening tips. There are typically 4 main articles, 1 per page. There are also 3 sidebar articles (two of which you can customize).

You can customize the Page-1 Welcome sidebar and the Page-3 sidebar articles. You can also customize the Page-4 Call to Action promotion. We take care of the main articles so you don’t have to develop content every quarter.

We go to great lengths to present editorial and news that is informative and compelling, but we avoid writing sell-copy, using promissory language, or making product solicitations. We quote sources whenever it is applicable. We also have each issue reviewed by Medlin & Hargrave P.C. (www.mhlawcorp.com), one of the industry’s best-known legal resources, for compliance-related concerns. If you upload an ad or promo (bottom of page 3) with products, rates, payments, etc, this is your responsibility, and you should make sure it is compliant using your in-house counsel.

Basic names and mailing address info. For each record, we just need first and last names (1 or 2 per address), the street address, city, state, and zip.

Standard CSV (comma separated values) file. You can usually export this kind of file from your LOS or your CRM system. Also you can easily save an Excel file as a CSV file using the “Save As” option when saving.

Before the list cutoff deadline. The current deadline is always visible in your Account information area. We’ll also be emailing you with reminders to get your latest list uploaded, if you have changes.

Yes. You can upload a fresh list anytime up to the list cutoff deadline. We’ll be sending you emails that remind you, well in advance. After the cutoff, we’re going to press!

No. Once you upload a list, that list will be used until you upload a new one. So if you don’t have any changes to your list, we’ll just keep using the one that’s on file.

Pretty basic – – we overwrite it. Goodbye old list!

Nearly everything. You can customize header graphics, logos, contact info and headshot, an ad/promo area, badges, your tagline, client calls to action, and both welcome and sidebar articles. Our goal in creating the MortgageWise system is to enable each originator to create a look that is very unique. It was also to enable you to include content of your own (if desired) in a way that’s easy, and reliable.

Once you sign up for the service, just log into your account anytime and clink the links to the customization panels. The helpful tool-tips will make the process simple.

Not at all! Customization is as simple as point and click, and typing some text into a few boxes. We give you lots of options, and help you every step of the way.

Yes. You can select new header images from a wide range of themes, upload new logos, badges, taglines, etc anytime before the customization cutoff date each quarter.

Nope. Once you set up your newsletter you can let it run that way as long as you wish. If you want to simply use the default Welcome, Sidebar, and Call-to-Action options, you’ll be very happy with those. Or drop in and customize to your heart’s content each quarter. The choice is yours!

The Welcome article is a short note that you write each quarter that introduces this quarter’s newsletter to your clients, and gives you an opportunity to say a few words of your own to your clients. You simply log into the portal, and enter the text into the Welcome article box. If you don’t have time, no problem, just select the default one, which is professionally written each quarter!

Similar to the Welcome article, the Sidebar article gives you a chance to talk about a product, service, or event that you think your clients would want to know about. It’s basically free space, and it appears on the inside of the newsletter next to the main articles. Again, if you don’t have time, no sweat. Choose the default option, and we will just fill that spot with an additional article. It’s up to you!

This is a spot on the back page that allows you to select a custom call to action that invites your clients to get in touch with you – – either over coffee, lunch, a free mortgage analysis, or any other offer you choose. In our experience, this has been huge. You can select from various offers, or create your own call to action. It takes only a few seconds to set this up each quarter, and you can let it run as long as you wish.

There is a special ad-promo area at the bottom of page 3 that you can use to upload an image file of your choosing. This is meant to be where you can upload an ad containing rates. You’ll need to develop this separately (see also: Special Services). This can be an adaptation of an ad you are running elsewhere, or it can be text. You can actually use this space as you wish. If you choose the default option, this space will include more newsletter content automatically.

This is the date you need to subscribe by in order to have time to set up your account, and do the basic customizations needed. It only matters to those who are not yet MortageWise agents, and will be published on the Get Started page.

This is the date by which you need to upload the list that will be used in the upcoming issue. Before this date, you can change your list by uploading a fresh list anytime. After this date, the list is “locked down” and we start the printing and mailing process. This date is visible in your Account portal.

After the list cutoff date, we review the mailing lists and bill based on complete addresses. This date is approximate, and is shown in your Account portal.

This is the approximate date on which we print and mail your newsletter. We will usually present this date as a week-range, as the exact dates may vary slightly. This is shown in your Account portal.

We recommend that you upload a fresh list every quarter, since you want to start mailing any new contacts from your LOS or CRM system as soon as possible. While this is not mandatory, it’s defintely best-practices.

Our CASS software cleans up your mailing list. It removes bad addresses and corrects others to postal standards to reduce undelivered pieces of mail. Wherever possible, we’ll alert you to this so you can update your files. However, you are responsible for uploading a fresh list that includes this info for the next newsletter.