Plum Direct Marketing

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Finance & Mortgage Industry

Reach more borrowers. Close more loans.

Our focus is on connecting you with borrowers who are most likely to engage with your services.
From targeting specific mortgage holders’ mailboxes to executing mortgage direct mail campaigns, our approach is tailored to fill your pipeline with qualified borrowers and close more loans.
 
Through years of experience studying borrower behavior, rigorous analysis and testing, we enhance your response rates, connecting you with borrowers who are most likely to engage with your services. 

SERVICES

Branding

Direct Mail

List Generation

Graphic Design

Online Advertising

Web Design

Floe - Industry Example

Understanding Borrower Motivations

Understanding the driving emotions and motivations behind individuals seeking loans is paramount when developing an effective marketing strategy for your mortgage and financing business. Whether someone aims to step into a new home, secure the best financing for their unique situation, or seek refinancing options, their motivations shape their decision-making journey. Refinance shoppers, driven by the quest for better rates, desire to pay less interest, shorten mortgage terms, or consolidate debt. New homebuyers, seeking guidance through a complex process, first require a foundation of trust.

At Plum, we delve into the intricate landscape of borrower emotions and motives to guide strategic marketing initiatives. Once we have meticulously defined the demographics of your ideal audience, we are then able to unravel the values and motives steering their decisions. Armed with these insights, we ensure your messaging resonates with your audience’s deepest aspirations. The outcome? Establishing your brand as a credible expert in your field and ensuring a foundation of trust that allows your ideal borrowers to engage with confidence.

ROI Improvement Chart
Financial Seminar Postcard Examples

Mortgage Direct Mail Marketing Campaigns

Get your brand noticed by homeowners and stand out from the competition with targeted, personalized direct mail mortgage marketing solutions. At Plum, we guide mortgage brokers, banks, and lending institutions in creating high-quality, cost-effective, and engaging direct mail campaigns that not only boost your bottom line but also foster brand loyalty.  

Our direct mail pieces are strategically designed to connect with your prospective clients and prompt them to take desired actions—whether it’s submitting a loan application,  scheduling a consultation, or visiting your website or landing page.

We collaborate with you to identify key audience attributes, ensuring your list is complete, accurate, and ready to mail at the lowest USPS postage rates. Whether targeting by income level, geographic location, homeownership status, age range, or a unique blend of parameters, we develop highly targeted mailing lists, combining them with strategic insights to ensure your messaging resonates with a specific audience, addressing their financial needs and goals.  

Choosing the right format for your direct marketing solution depends on your message, campaign type, and desired actions. Whether promoting FHA, VA, conventional, and jumbo loans, cash-out refi opportunities, reverse mortgages, IRRRLs, non-owner occupied/investor loans, first-time home buyer programs, or non-QM products, we assist you in selecting the most effective mail piece format for your specific campaign objectives. 

Website Design for Mortgage Lenders

Your online presence is an essential part of your mortgage companies marketing strategy. Our modern, mobile-responsive websites for lending businesses engage potential clients. We offer websites that generate leads, and build a trustworthy brand image. Plum designs websites equipped with the tools you need to grow your business and keep your clients coming back.
 
We can customize your website with capabilities that increase conversions. Capabilities like forms for prospects to apply and get pre-approved, or a blog you update with engaging content. You can showcase your expertise, communicate your value, collect leads. Convert more visitors with optimized content and calls-to-action that prospects can’t resist.
Responsive Site Mockups
Spencer & Company Landing Page

Landing Page Design

Plum’s landing page services empower your lending brand with a strategic online presence, ensuring that your campaigns resonate with your audience and drive measurable results. From tailored content to seamless digital experiences, we help elevate your mortgage marketing strategy to new heights.  

 

Our strategic advantage?

Crafting targeted landing pages that align seamlessly with your marketing campaigns, ensuring maximum impact and conversion

  • Tailored Campaigns, Tailored Pages: We understand that each mortgage campaign is unique. So our landing pages are precision-crafted to complement specific campaigns, whether it’s promoting first-time homebuyer programs, highlighting refinancing opportunities, or showcasing specialized loan options like investor loans or jumbo loans. 
  • Focused and Engaging Content: We create landing pages with a laser focus on delivering key messages to your audience. From informative content and visually compelling graphics to success stories and easy-to-use inquiry forms, our landing pages are designed to capture attention, build trust, and guide visitors towards meaningful actions. 
  • Strategic Digital Experience: Embrace the digital shift with Plum’s landing pages that offer a strategic online experience. Whether clients are exploring from desktops, tablets, or smartphones, our responsive design ensures a seamless and intuitive journey. We prioritize user-friendly interfaces and quick access to essential information. 
  • Conversion-Driven Elements: We integrates compelling calls-to-action, mortgage calculators, and interactive elements to encourage visitors to take the desired actions—whether it’s initiating a consultation, filling out forms, or beginning the online mortgage application process. Our goal is to turn clicks into conversions. 
  • Comprehensive Analytics and Optimization: Beyond creation, we provide comprehensive analytics to track the performance of your landing pages. We analyze user behavior, engagement rates, and conversion metrics to optimize and refine the pages continually. Our iterative approach ensures ongoing success for your mortgage marketing campaigns. 

Other Work

Contra Stationary for Branding

Contra Energy

Multi View of Lepage Insurance Website

LePage Insurance

Tea Set for From The Seoul

From The Seoul

Spencer and Company Magazine Ad

Spencer & Company

Marketing Solutions
That Work

Plum provides the comprehensive marketing services needed for a mortgage company to grow their business. From creative design and branding services to online advertising, we strategize to reach your target audience with the right message to influence action.

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