Alyssa Files

Strategy

Created a playbook highlighting how the loan officer could specifically and uniquely assist real estate agents/referral partners to generate referral business.

How

Sent emails to cold and warm leads, as well as social media ads, to collect information and permission to send marketing emails. Created PDF according to design best practices, loan officer’s suggestions, AI to assist in drafting copy, and other colleagues’ opinions.

Impact

Generated brand awareness and increased referral business leads.