Heritage Escrow Company

colorfuleggnogSoftware and s/w Development

Feb 17, 2014 (3 years and 3 months ago)

84 views


BUSINESS DEVELOPMENT IDEAS FOR 201 1


The New

Heritage Escrow Company

Resale Revenue Goals



2010 New Resale


2010 Avg. Monthly Sale Fee: $65,688


2010 New Resale Fee’s(Benjamin): $48,648


2010 Avg. New Resale Fee(Benjamin): $6,081


New Resale Fee up 9% since April 1





2011 New Resale Goals


2011 Avg. Monthly Sale Fee: $70,000


2011 New Resale Fee(Benjamin): $120,000


2011 Avg. Monthly New Resale Fee(Benjamin): $10,000


New Resale Fee Increase up 15% from April 1, 2010


Marketing: Traditional


Direct Mail:
Post Cards, Flyers, Thank You Cards


E
-
Newsletter


Strong OCAR Presence


Flyers: Informational / Seasonal


Monthly Lunch & Learns


Improved promotional Items


Company / Sales / Officers

Key to success: Plan / Action / Flexibility






Marketing: Social Media


Blogosphere


Facebook


YouTube


Twitter




Company / Sales / Officers

Key to success: Plan / Action / Flexibility

Internal


Re
-
Look at Compliance Guidelines (Steve Jaden)


Team Work / Collaboration (Weekly Sales/EO Meetings)


Agent info inputted in Streamline **Mandatory**


Integration of CRM System



SalesForce.com , ACT


Updated E
-
mail Signature Block w/social media buttons


Internal Wiki


Upgrade SmartPhone to Android or iPhone


Escrow Officer


Direct Phone Lines

Customer Facing Technology




Mobile Net Sheets


DocuSign


Closing Tracker


Closing Tracker Mobile


Action Plan

Q1


Compliance: Steve Jaden


Integration of CRM Platform


Ben to Prototype Social Media Channels


E
-
Newsletter


Q2


Mobile Net Sheets


Closing Tracker


Direct Mail Marketing


Flyers: Informational / Seasonal


Monthly Lunch & Learns


Q3


Upgrade
SmartPhone

to Android or
iPhone


Escrow Officer


Direct Phone Lines


Q4


Internal Wiki


Mobile Tracker