BRANDING
We are a full marketing agency and can help with any of the following:
LOGO CREATION
We can create a logo that communicates your company's values and mission.
TAGLINE
We will help you find a tagline that describes your company's key benefit or value proposition.
BRAND IDENTITY
We will set parameters around a brand identity that will help you stand out from the crowd.
We tell brand stories
BUILDING MEMORABLE STYLE
Evelyn Rowe
Curated Gift Shop
Glo By Emily
Beauty Business
Joyful Home Design
Interior Decorator
Homecision
Mortgage Company
Esperanza Coffee
Coffee Bean Importing
Sharpe Mortgage Team
Mortgage Planning
Wild Olive Ranch
Ranch and Dog Boarding Facility
Dream Home Lending
Mortgage Lending
Maven
Real Estate & Mortgage Planning
Mentor Home Loans
Mortgage Broker
Sensible Mortgage
Mortgage Broker
Kristie Farmer
Mortgage Lender
GET SOCIAL
SOCIAL MEDIA MANAGEMENT
We help brands plan and execute social media marketing campaigns that encourage conversation and conversion while targeting behaviors that lead to sales.
Email Marketing and Customized Content
Segmenting and Targeting Audiences
Email marketing, when done correctly and well, should provide results. But bad data can be a hurdle when it doesn’t segment into the correct buying groups. Yale Marketing can help you determine which marketing is best for which type of contacts and segment your lists accordingly.
Good Data Management
Yale Marketing covers all the bases, such as ensuring the email address is correct and the background data is there before the lead is contacted. We examine open and opt-out rates and provide responsive workflows that pivot based on behavior tracking.
Customized Content
Great digital campaigns get you noticed. Whether you are looking for customized online lead campaigns or just want a more tailored approach to your marketing, we have you covered.
Targeted Content + Personalization + Data = Sales
Implement a content strategy unique to each audience through personalized messaging strategies. We will define and prioritize your lead's needs, identify the correct content strategy, and determine how to scale a personalized approach.

PURCHASE, MANAGE, & NURTURE LEADS
Business alignment and driving efficiency are at the core of what Yale Marketing does, but lead generation nurturing and ROI measurement are key if you are buying leads.
Mortgage professionals want the following:
- Qualified and unique inbound leads
- Automated marketing and easy follow-up
- Educational, timely messaging to engage and convert customers
- Long-term post-close strategies that generate results
THE FIRST STEP IS TO FIGURE OUT WHAT’S CURRENTLY WORKING AND WHAT’S NOT.
- Where are you buying leads?
- Is this lead unique to you?
- Has the lead been sold multiple times?
- When connecting with the lead, what challenges prohibit them from moving forward?
- What is the correct marketing journey for the specific buyer(s)?
- What touch points and education are considered valuable to conversion?
- Once the sale has been made, what is the follow-up?
- From one purchase until the next, are you an asset?
- Did this customer become a raving fan?
What if you looked at every lead in the past six months and asked those questions?
How much money was wasted on leads that you could not get on the phone? How many leads actually met all criteria on this list?
The time for change is now as it’s essential to scaling your business, maintaining transparency in sales and marketing activities, and tracking a wide range of data points that help define your business. No matter what system you are using for a CRM - or if you need help finding one for your business, we can offer practical solutions for your growing business.
Custom Websites and Landing Pages
A websites is a centralized location where customers can view information and resources about your business. A website allows you to create a web presence using additional customization in the following ways:
Photos on the homepage
Customized location page and directions
Testimonial integration
A lead intake form directing to your email address
Google Analytics
SEO
It isn't easy to come up on the first page of Google
Content can make a HUGE impact when it is well written, edited, and linked. Knowing how search works and putting together a strategy for success are what we do.
Data
Good Data Personalization is an Art
Consumers have become accustomed to relevant ads and expect highly personalized experiences. Personalization done well can make homebuyers feel like you are engaging directly with them, making them more likely to convert.
CORRECT
Is the data record free of any critical errors that will hinder reaching out?
CONSISTENT
Do you have a plan that is adhered to daily?
COMPLETE
Do you update the record with notes and social media links?
Your job is a job for life. You will always be looking out for the best interests of your customers.
Data can feel “big brotherish,” but try to see this as a courtesy to your database. They have entrusted you before, and you want them to understand that a Mortgage Planner has a role for the rest of their lives to guide them financially when possibilities arise. It’s important to inspire a sense of urgency as, typically, a customer will be somewhere in the buying cycle or be unaware of opportunities that are there. Basically, you are alerting someone to the possibilities.
WE OFFER DATABASE SCRUBBING WHERE OUR TEAM WILL DO THE FOLLOWING:
Merge duplicates
Review contact records for errors, misspellings or old data, and update or delete old data
Determine importance of relationship
Connect all via LinkedIn to create digital profiles
Input birthdate of agent and assign birthday greeting email
Continue weekly monitoring for new opportunities
Retargeting and Online Advertising
As buying behaviors change, being in front of potential homebuyers at the right time with the best messaging will allow you to close more loans.
Retargeting allows you to show up across social and digital platforms once a homebuyer has engaged with your brand. Social and online advertising gives you the unique advantage of targeted, local advertising across the digital landscape. We create compliant, custom ads for Facebook, Instagram, and beyond.
Texting
COMPLIANCE. COMPLIANCE. COMPLIANCE
If you are texting your leads or customers, it’s important to know the laws around doing that. Yale Marketing has created a compliant, valuable system where your texts are pre-written to work with your email campaigns in timely, smart ways.
Let us show you how much of an impact good texting can have on your business.
SPANISH SPEAKING MARKETING
Marketing en Español
Does most of your audience speak Spanish? Do you need a marketing and sales solution that will explain to your customers the benefits of your product in their native language? At Yale Marketing, we offer our marketing services completely in Spanish. If you would like to know more, we invite you to email our team. We look forward to working with you soon!
¿La mayoría de tus clientes hablan español? ¿Necesitas una solución de marketing y ventas que le explique claramente a tus clientes cómo comprar una casa? En Intent, ofrecemos nuestro sistema completamente en español. Si deseas saber más, envíanos un correo electrónico para una demostración. ¡Esperamos trabajar contigo pronto!
Social Proof
Testimonials are quite different in the digital age. We partner with the best feedback companies in order to gain social proof from your homebuyers.
We can have these automatically update to your website as well as create custom campaigns with social proof. For example, if you have a first-time homebuyer, you can have testimonials in those emails with your successful first-time homebuyers speaking to how much they trusted you to guide them through the process.
