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CREFMarketing Broker / Lender Media Kit Commercial Mortgage Leads Program Contact: Tel: 855-287-8700 Email: [email protected]

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Page 1: CREFMarketing.com - Commercial Mortgage Leadscrefmarketing.com/Resources/Commercial-Mortgage... · Coverage Ratios holding at 1.52 * Fed Cut Rates – 3/15/2020 Fed Cut Rates To Near

CREFMarketing Broker / Lender Media Kit Commercial Mortgage Leads Program

Contact: Tel: 855-287-8700 Email: [email protected]

Page 2: CREFMarketing.com - Commercial Mortgage Leadscrefmarketing.com/Resources/Commercial-Mortgage... · Coverage Ratios holding at 1.52 * Fed Cut Rates – 3/15/2020 Fed Cut Rates To Near

COVID-19 UPDATE: Q2/Q3 - 2020 Our Platform Provides 2 Specific Ways Brokers and Lenders Can Build Deal Flow During and After The Coronavirus Crisis: 1) Commercial Mortgage Lead Program – Commercial Loan Requests Referred by Realtors, CPAs /

Asset Managers Which Are Phone Verified by us and Made Available to You on An Exclusive Basis (1 Download Per Only).

2) Commercial Mortgage Workouts / Modification Program – Commercial Loans Under Duress Which Are Referred As Noted Above, Phone Verified, Presented as Exclusive WITH… Training Materials, Sample Docs, Forms, Agreements, Auto Calculating Excel Sheets and Case Support.

If you would like more info on the mod program please email your rep.

Page 3: CREFMarketing.com - Commercial Mortgage Leadscrefmarketing.com/Resources/Commercial-Mortgage... · Coverage Ratios holding at 1.52 * Fed Cut Rates – 3/15/2020 Fed Cut Rates To Near

Broker / Lender Commercial Lead Program

FIRST - Let‘s Answer The Most Important Question... Why Choose Us ?

THE BEST COMMERCIAL LEAD MODEL IN THE U.S. – THAT‘S WHY ! 1) Referred – Not Internet Generated – They Either Have a Contract to Buy or Face Maturity. 2) Exclusive - If You See it, No one Has Taken it, If You Take it, No One Will See It ! 3) Phone Verified – If We Don‘t Speak To Them, You‘ll Never See It 4) Returnable - For No Contact or Borrower Signs Elsewhere 5) Guaranteed - 2 Deals Closed or Your Money Back! PERIOD. 6) No Fees – Keep 100% of Your Commission 7) No Contracts - Renew As Needed 8) No Time Frames - Move At Your Own Pace – Cherry Pick As Needed. 9) Directory Listing – Receive Inbound Contact From Realtors, CPAs / Asset Managers (Level 3&4) 10) Outbound Marketing - Your Custom Message Sent To Over 460,000 CRE Professionals (Level 3&4) FOUR AFFORDABLE PROGRAMS TO CHOOSE FROM ! Contact: Tel: 855-287-8700 Email: [email protected]

Page 4: CREFMarketing.com - Commercial Mortgage Leadscrefmarketing.com/Resources/Commercial-Mortgage... · Coverage Ratios holding at 1.52 * Fed Cut Rates – 3/15/2020 Fed Cut Rates To Near

Compare And Decide Data Providers, Pay-per-click, Banner, Direct Mail, Internet Leads and Print Ads can be an expensive proposition for the mere chance you’ll stumble onto someone who “might” need a CRE Loan that fits your underwriting prefernces. Regardless of The Source… You’re Often Faced With Vetting Deals Not Matching Your Underwriting Guidelines or With A Need Far In The Future Instead of Focusing Your Time On Targeted Deals You Can Close Now.. What Do You Really Get for Your Money with these types of Ads / Data ? Branding and some level of contact but not targeted deal flow you can control. Data and Other Advertising Types Have Their Benefits But Require Significant Cost and Time With No Guarantee of Success. Today’s Market Changes in Seconds Not Weeks!

Referral Based System - .All Leads “Conversations” Are Referred by members of our network then Phone Verified before being loaded. Exclusivity – Each CRE Loan (Debt or Equity) Request Has A Default download of (1). If You See It, No one Has Take It, If You Take It, No One Will See It. Filtered Deal Flow – Free Filters to Help You Target The Deals You Know You Can Close. Change Any Time. Returnable – If You Can’t Contact The Borrower or They Sign Elsewhere. No Money Wasted on Leads You Never Speak To or Who Don’t Need The Money Upon Contact. Closed Deals Guarantee – 2 Deals Closed or Your Money Back ! Contact: Tel: 855-287-8700 Email: [email protected]

There’s A Better Way

Page 5: CREFMarketing.com - Commercial Mortgage Leadscrefmarketing.com/Resources/Commercial-Mortgage... · Coverage Ratios holding at 1.52 * Fed Cut Rates – 3/15/2020 Fed Cut Rates To Near

MORE ...Tools and Resources To Ensure Your Success

• DOWNLOAD IN ANY OF 3 FORMATS - Excel, CSV or HTML • CRE OWNER / DEVELOPER DB ACCESS - Target & Download From Thousands Based on Your Needs • LENDER SEARCH - Search Over 4200 CRE Funding Sources to Find Funding for Any Loan • SALES TOOLS / MATERIALS - Phone Scripts, Sales Materials, Scripts, Sample Excel Spreadsheets • COMBO ACCOUNTS - Download Both Direct to Borrower and Broker Referred CRE Requests (By Request) • INBOUND CONTACT - Your Directory Listing – Searched Over 500,000x Monthly by Industry Professionals (Level 3&4) • BE FOUND 1st - with Preferred Placement – Your Directory Listing in the Number 1 or 2 Position (Level 3&4) • BUILD YOUR BRAND - Monthly Marketing Email Campaign – to All Network Members (Level 3&4) • MARKETING METRICS - Clicks / Impressions Statistical Data so You Can Monitor Performance

We Make Your Team More Competitive, by Giving You Access to Exclusive Commercial Mortgage Requests Referred by Other CRE Professionals and Filtered to Your Needs.

Contact: Tel: 855-287-8700 Email: [email protected]

Page 6: CREFMarketing.com - Commercial Mortgage Leadscrefmarketing.com/Resources/Commercial-Mortgage... · Coverage Ratios holding at 1.52 * Fed Cut Rates – 3/15/2020 Fed Cut Rates To Near

Commercial Referral Lead Program

Q2/Q3-2020: CRE Lending Market Metrics / Unique Opportunities CURRENTLY (Q2/Q3-2020) – (Source – MBAA, TREPP) * Over 3.7 Trillion in Commercial Debt Oustanding with 2.7 Trillion Maturing Next 24 – 36 Months. * Over 290 Billion in CRE Debt Due to Mature by December, 2020 * Median Adjusted Loan-to-Value Ratios remained at 58%. * Median Debt Service Coverage Ratios holding at 1.52 * Fed Cut Rates – 3/15/2020 Fed Cut Rates To Near Zero Percent Due to COVID-19 * Median Estimated Yields at 4.1 percent. * Delinquencies Surging – Lodging 27%, Restaurants 24% and Retail 9.1%

This Creates A Unique Market For Commercial Modification Opportunities. CRE Lending (Particularly Refi of Office, Industrial, Apartment, Medical, Assisted Living and Other Asset Classes Not Directly Affected) Continues to Surge. * 87% of Originators Expect CRE Lending Market to Grow at a Strong Pace Through Remainder of 2020 * 2/3 of Lenders/Brokers Polled (68 percent) Expect CRE Originations to Increase 5% or More Through Balance of 2020 * (75%) of Lenders / Brokers Expect Their Own Originations to Increase by 5% Plus Stop Wasting Time ! Maximize Your Marketing Dollars With Exclusive Commercial Mortgage Leads Referred by CRE Professionals and Filtered to Your Needs.

Page 7: CREFMarketing.com - Commercial Mortgage Leadscrefmarketing.com/Resources/Commercial-Mortgage... · Coverage Ratios holding at 1.52 * Fed Cut Rates – 3/15/2020 Fed Cut Rates To Near

FREE Filters: Target ONLY What You Can Close !

Set Filters To Target Deals You Know You Can Close. Change Any Time.

Page 8: CREFMarketing.com - Commercial Mortgage Leadscrefmarketing.com/Resources/Commercial-Mortgage... · Coverage Ratios holding at 1.52 * Fed Cut Rates – 3/15/2020 Fed Cut Rates To Near

Real Time Notification – No Stale Opportunities

Dear ____, New leads have just been uploaded matching your current preferences. Please log in Now to view and download. Login to your account * This email was automatically generated by our system. Please do not respond to this email. If you have any questions are concerns, please direct those inquiries to our Customer Care team by using our Help Desk.

When leads matching your filters are loaded, our system sends you a “lead alert” notifying you there are new opportunities available. You click the link in this email, log into your account and cherry pick the deals you want.

Contact: Tel: 855-287-8700 Email: [email protected]

Page 9: CREFMarketing.com - Commercial Mortgage Leadscrefmarketing.com/Resources/Commercial-Mortgage... · Coverage Ratios holding at 1.52 * Fed Cut Rates – 3/15/2020 Fed Cut Rates To Near

View Available Leads – Further Sort by 5 Different Specs Once Logged In, Click “Search Available Leads” to view the screen below. Sort Further by Ascending or Descending Values by clicking the up or down arrows at the top of the First 5 columns. To Choose The Leads You Want, Click “Get” and Then “Checkout”. It’s That Simple!

Page 10: CREFMarketing.com - Commercial Mortgage Leadscrefmarketing.com/Resources/Commercial-Mortgage... · Coverage Ratios holding at 1.52 * Fed Cut Rates – 3/15/2020 Fed Cut Rates To Near

Turn Your “Lead” Account Into A Powerful Marketing Bundle

4 AFFORDABLE PROGRAMS TO CHOOSE FROM: Levels 1 & 2 Are Essentially Lead Buys with The Cost Per Lead Dropping as You Go Up in Levels. Levels 3 or 4 Feature The Lowest Cost Per Exclusive Lead Along with Your Custom Directory Listing (SAMPLE) Exposing Your Firm to More Than Half a Million Searches Done Each Month by Realtors, CPAs and Others Seeking Funding. PLUS – Access Our Property Owner Database and Outbound Marketing Capability Where You Can Send Your Custom Message to The Entire Network Each Month Building More Relationships and Inbound Contact. Your Directory Listing Is Searchable by All Other Segments (Particularly CRE Realtors, Title Reps, CPAs, CRE Owners, Developers and Asset Managers). They find you by doing a targeted search using 10 fields specific to the needs of any CRE loan. No Time Wasted on Deals Not Fitting What You Can Underwrite. Receive Inbound Calls and Emails. From Realtors, CPAs / Asset Mgrs and Others Who Searched Our System to Finding a Funding Source for A Client . Get The Deal AND The Relationship in Real Time ! Contact: Tel: 855-287-8700 Email:[email protected]

Page 11: CREFMarketing.com - Commercial Mortgage Leadscrefmarketing.com/Resources/Commercial-Mortgage... · Coverage Ratios holding at 1.52 * Fed Cut Rates – 3/15/2020 Fed Cut Rates To Near

Level 4 – Your Listing in Google-esk Results With “Preferred Placement”

Preferred Placement Creates More Inbound Contact: Level 4 Clients Enjoy “preferred-placement” Placing Your Listing at The top of Any Search Result Matching Your Filters. Your Listing In The Number 1 or 2 Position in The Blue Shaded Area. When a Network Member (Realtor, CPA, Asset Mgr) searches for funding they see your listing with tag line and click to access your site.(see next screen for sample) Don’t Pay for Marketing / Lead Generation You Hope Works, Invest in Advertising You Know Will Work!

Page 12: CREFMarketing.com - Commercial Mortgage Leadscrefmarketing.com/Resources/Commercial-Mortgage... · Coverage Ratios holding at 1.52 * Fed Cut Rates – 3/15/2020 Fed Cut Rates To Near

Level 3 & 4 – Build More Relationships & Inbound Deal Flow

Your Directory Listing (Found Only When A Search is Done Matching Your Filters) Tells other network members all they need to know about your firm, it’s capabilities and the types of loans you are able to fund. Up to 750 characters for your Bio / Offers section with Your URL Clickable allowing the viewer to open your Site in a separate window. Change Anything about Your Listing Anytime and Those Changes Will Be Published Instantly. No 6 – 10 week lead time Needed as in print and other advertising venues.

Page 13: CREFMarketing.com - Commercial Mortgage Leadscrefmarketing.com/Resources/Commercial-Mortgage... · Coverage Ratios holding at 1.52 * Fed Cut Rates – 3/15/2020 Fed Cut Rates To Near

Level 1 – Build A Strong Commercial Pipeline • Exclusive – (55) Referred Commercial Leads (Mortgage, Business Loans, Distressed, ABL etc..)

* Email Notification to Borrower - Notifying Them Your Firm Will Be Contacting Them (Email Shows Your Company Name, Address and Phone Number) – NOTE: Customizable on Level 3 & 4 * Return - For No Answer or if Borrower Signs Elsewhere * Phone Verified – If We Don’t Speak to The Borrower, You’ll Never See It * Referred - by Realtors, Title Reps, Asset Managers etc.. * Free Filters - Target (states, ltv, ln amount, Credit, Ln / Prop Type etc..) – Change Any Time * Wholesale Lender Search – Search Over 4,200 Sources - Pension, Life, REIT, Hedge, Private Equity, Banks (You Can Search For Funding Sources Using up to 10 Specifics of Any Loan Scenario)

Level 2 – All of L1 + Custom Email Marketing Tool Added • Exclusive (87) Referred Commercial Mortgage Leads (Mortgage, Business, Distressed, ABL etc..)

* Custom Email Marketing Tool – Your Custom Message Sent to Each Downloaded Lead in Real Time * Create in Any HTML Editor With Fonts and Links. CHANGE ANY TIME! Extremely Effective for Getting Your Electronic Foot in The Door Before You Call. * Return - for No Answer or if Borrower Signs Elsewhere * Phone Verified – If We Don’t Speak to The Borrower, You’ll Never See It * Referred - by Realtors, Title Reps, Asset Managers etc.. * Free Filters - Target (states, ltv, ln amount, Credit, Ln / Prop Type etc..) – Change Any Time * Wholesale Lender Search – Search Over 4,200 Sources Pension, Life, REIT, Hedge, Private Equity, Banks * Closed Deals Guarantee - 2 Deals Done or Your Money Back!

Contact: Tel: 855-287-8700 Email: [email protected]

Program Level Details

Page 14: CREFMarketing.com - Commercial Mortgage Leadscrefmarketing.com/Resources/Commercial-Mortgage... · Coverage Ratios holding at 1.52 * Fed Cut Rates – 3/15/2020 Fed Cut Rates To Near

Level 3 – Build Deal Flow and New Relationships * Exclusive (128 ) Referred Commercial Leads (Mortgage, Business, Distressed, ABL etc…) * Custom Email Marketing Tool – Your Custom Message to Each Downloaded Lead Notifying them Your Firm Will Be Contacting Them. Create in Any HTML Editor With Fonts and Links. Extremely Effective for Getting Your Electronic Foot in The Door Before You Call. * Returnable for No Answer or if Borrower Signs Elsewhere * Phone Verified – If We Don’t Speak to The Borrower, You’ll Never See It * Referred - by Realtors, Title Reps, Asset Managers etc.. * Free Filters - Target (states, ltv, ln amount, Credit, Ln / Prop Type etc..) – Change Any Time * Wholesale Lender Search – Search Over 4,200 Sources - Pension, Life, REIT, Hedge, Private Equity, Banks * Guarantee - 2 Deals Done or Your Money Back * Your Directory Listing - Exposed to 500,000+ Searches Monthly by CRE Professionals * 1,000 Downloads From Our Property Owner Developer Database – (In Addition to Exclusive Leads)

Contact: Tel: 855-287-8700 Email: [email protected]

Page 15: CREFMarketing.com - Commercial Mortgage Leadscrefmarketing.com/Resources/Commercial-Mortgage... · Coverage Ratios holding at 1.52 * Fed Cut Rates – 3/15/2020 Fed Cut Rates To Near

Level 4 – Deal Flow (Including Inbound) On Steroids * Exclusive (200) Referred Commercial Leads (Mortgage, Mod, Business Capital, Distressed, ABL etc..) * Custom Email Marketing Tool – Your Custom Message to Each Lead Upon Download * Returnable - for No Answer or if Borrower Signs Elsewhere * Phone Verified – If We Don’t Speak to The Borrower, You’ll Never See It * Referred - by Realtors, Title Reps, Asset Managers etc.. * Free Filters - Target (states, ltv, ln amount, Credit, Ln / Prop Type etc..) – Change Any Time * Lender Search – Search Over 4,200 Sources - Pension, Life, REIT, Hedge, Private Equity, Banks * Guarantee - 2 Deals Done or Your Money Back ! * DIRECTORY LISTING (Click For Sample) WITH BIO / LOGO / PROFILE - In Our Proprietary Directory with "Preferred Placement“ Placing Your Listing in The Number 1 or 2 Position when searched * MONTHLY MARKETING BLAST > Custom Marketing Piece Sent to Realtor, Title, CPA and Financial Advisor base designed by you and changeable at any time. * PROPERTY OWNER DATABASE > Download 2,000 CRE Owners / Developers Using a Separate Log in and Filters. * MULTI - SETUP - Multiple Unique Logins For Same Primary Account * MARKETING METRICS - Clicks, Impressions on Directory Listing * CONTROL DEAL FLOW - CAP Daily or Monthly Number of Downloads for Your LO(s) Contact: Tel: 855-287-8700 Email: [email protected]

Page 16: CREFMarketing.com - Commercial Mortgage Leadscrefmarketing.com/Resources/Commercial-Mortgage... · Coverage Ratios holding at 1.52 * Fed Cut Rates – 3/15/2020 Fed Cut Rates To Near

Level 3 & 4 Additional Marketing Tools & Benefits

Directory Listing – Your Listing Can Contain up to 750 characters for Text, Logo, Image, Loan Preference Filters, Contact Info, Website Link Custom Email Marketing – Email Sent to Borrower Upon Download. (L2,3,4) Customizable, Changeable Statistical Reporting – Ad Impressions, Clicks and Deal Flow Generated. Preferred Placement – Your Listing at The Top of Our Search Results when a matching search is done. Branding Tools – Banner Ad Placement on site and auto emails to system users. Monthly Marketing Piece – Level 4 Clients Can Send a Custom Marketing Piece Each Month to The Entire Network to Generate More Relationships and Referrals.

Marketing Tools:

Program Benefits:

• Filtered Deal Flow Delivered in Real Time.

• Exposure to Over 480,000 Industry Partners via Proprietary Search.

• Control Your Marketing Message - Change Anytime and Publish Instantly.

Page 17: CREFMarketing.com - Commercial Mortgage Leadscrefmarketing.com/Resources/Commercial-Mortgage... · Coverage Ratios holding at 1.52 * Fed Cut Rates – 3/15/2020 Fed Cut Rates To Near

Recent Client Feedback: -----Original Message----- From: Christine S. Sent: May 28, 2020 at 11:31 AM To: Steve Louis Subject: Progress report Hi Steve, What a difference a month can make ! A month ago we were considering which staff to keep and which to furlough until this storm passes. Now we’re planning to hire a few more. Unreal. Nine (count them – 9) commercial mods done so far. $347,000.00 paid. Total game changer. We currently have 11 others pending worth another 500k or so which is already sitting in trust. While we were at it we pulled eight loans as well. Five of those are in process. Once completed those commissions will exceed 270k more. We sort of feel guilty we only paid you for the advertising and not on the deals. Sort of … lol. Thank you so much for what you’ve done for our business and our staff. It will never be forgotten. Warmest Regards, Christine S. S.V.P. Business Development _____ Commercial Advisory Partners, llc

Page 18: CREFMarketing.com - Commercial Mortgage Leadscrefmarketing.com/Resources/Commercial-Mortgage... · Coverage Ratios holding at 1.52 * Fed Cut Rates – 3/15/2020 Fed Cut Rates To Near

Recent Client Feedback: -----Original Message----- From: Allan S. Sent: June 3, 2020 4:51 PM To: Shane Subject: Follow up / Upgrade Good Afternoon Shane, Wanted to update you on how we’re doing with the level 2 lead program we started with and would like to upgrade now before we run out of the exclusive leads. Seeing what has come across and what we’ve closed I wish we started on level four to begin with. Downloaded 61 so far. The model allowing returns for no contact or borrower signing with someone else is the best part in my opinion because it guarantees we speak to full complement of what was purchased and naturally the closing ratio is higher as a result. As it stands now we closed 12 deals totaling $42 Million Gross.. earning us a tad over 631k in commissions. Never expected this type of return on our initial investment. Nice to know there is a quality source out there we can actually plan with and commit future marketing dollars to. Please send level four upgrade invoice as discussed so we can take advantage of the other marketing pieces. Thank you in advance, Allan S. Founder / CEO --- Capital Advisory, llc

Page 19: CREFMarketing.com - Commercial Mortgage Leadscrefmarketing.com/Resources/Commercial-Mortgage... · Coverage Ratios holding at 1.52 * Fed Cut Rates – 3/15/2020 Fed Cut Rates To Near

Getting Started Is Easy

Contact Us:

CREF Marketing Business Development Team: Tel: 1-855-287-8700 Email: [email protected] WEB: CREFMarketing.com