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How Lender Terry Williams Generates Mortgage Leads From His Database with Video

By Frank Klesitz on Jul 31, 2016

 I get 3-7 requests for information [with each video], but I noticed an immediate decline in results when I wasn’t consistent with my messages. If I talk about a specific product, such as refinances or home purchases...there are immediate results. You must understand what your compliance department will allow. I don’t quote rates and I don’t quote closing costs because no single client is the same. I provide information as a resource for people to contact me and use my videos as an introduction to that."

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Vyral Client Terry Williams an independent mortgage professional in Omaha, NE, is one of our great original clients in 2009 when we first started our firm. He made some very interesting videos branded as “The Mortgage Doctor” he would send out regularly to his database of friends, family, prospects, and past clients to stay in touch for referrals and new business. “My wife is in brand management and says I can’t stop doing my videos!" exclaimed Terry.

However, one day Terry called us with unfortunate news. “I’m leaving Vyral Marketing to hire a less expensive competitor to save money,” said Terry. We turned over all his marketing created to date and he retained rights to all his video content. Needless to say, we were sad to see him go. “But I would be back if I wasn’t getting the same level of results and service,” said Terry.

But after a few months working with a local competitor, Terry hired us back. He sat down with John, the COO of our firm, for an interview about his experience leaving and coming back to Vyral Marketing (video above). “Vyral Marketing is constantly pushing themselves to deliver more, and when you work with someone else you compare them back and other services just don’t have the level of deliverables, consistency, and expectations Vyral Marketing does.”

Terry Williams follows The Vyral Marketing Plan of sending 2 educational Q&A videos a month to his database. “[With Vyral Marketing] I get 3-7 requests for information,” says Terry. “But I noticed an immediate decline in results when I wasn’t as consistent with my messages.” We encourage Terry to make educational videos about specific changes in the mortgage market. “If I talk about a specific product, such as refinances or home purchases, there are people who respond back about how it may impact them or how it may impact a friend – there are immediate results.”

When asked about what tips he would give a fellow mortgage professional, Terry says “The biggest thing about mortgage is ‘compliance’ – you must understand what your compliance department will allow. I don’t quote rates and I don’t quote closing costs because no one single client is the same. So I provide information as a resource for people to contact me and use my videos as an introduction to that.”

“The thing I missed the most about Vyral Marketing were their systems,” says Terry. “And I say this politely – they are always harassing me to get my stuff done, be a better mortgage marketer, get expertise to my clients, and think about how to stay in better touch with my clients. They truly continually expect me to do more so I can make more money. I’m glad to be back!”

Frank Klesitz

Written by Frank Klesitz

Frank Klesitz is the CEO and co-founder of Vyral Marketing

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