Keith Goeringer

I am not your ordinary Mortgage Professional. What you are about to experience is a cutting-edge marketing platform designed to build and nurture a personal relationship together. And the book youre about to review reveals what I proudly call

My name is

A Whole New Level of Service

Keith Goeringer Senior Loan Officer Primary Residential Mortgage, Inc (615) 955-0461 kgoeringer@primeres.com

NMLS 488023 | TN 112477

www.keithgoeringer.com 1418 Kensington Square Ct Murfreesboro, TN 37130

52
Anyone can service a client when theyre in the buying mode. But a

Whole New Level of Service

requires us to make a long term commitment. From the moment every transaction closes we will nurture a lasting relationship with each of our clients together. The homeowner will hear from us at least over the next three years.

52 times

Please read on and Ill show you how

NMLS 488023 | TN 112477

Keith Goeringer Senior Loan Officer Primary Residential Mortgage, Inc (615) 955-0461 kgoeringer@primeres.com

www.keithgoeringer.com 1418 Kensington Square Ct Murfreesboro, TN 37130

MARKETING

COMPREHENSIVE

PLATFORM

Primary Residential Mortgage, Inc Provides Innovative Marketing Solutions

Our cutting-edge marketing approach to Internet, E-mail and Conventional Marketing is designed to easily help us build a lasting, personal relationship with each of our homeowners.

NMLS 488023 | TN 112477

Keith Goeringer Senior Loan Officer Primary Residential Mortgage, Inc (615) 955-0461 kgoeringer@primeres.com

www.keithgoeringer.com 1418 Kensington Square Ct Murfreesboro, TN 37130

3-YEAR CLIENT
PROGRAM
We Have a Saying at Primary Residential Mortgage, Inc:
The transaction closing is only the beginning of our long term commitment to Customer Service.

RETENTION

CHALLENGE Youve just closed on the largest purchase most consumers ever make their home. What can you do to ensure each client feels as valued three years from now as they do today?

SOLUTION Effective immediately, Primary

Residential Mortgage, Inc is making its fabulous 16-Touch Customer Service Program available to its Partners in Success.

PARTNERS IN SUCCESS BENEFIT TOO. Since we teamed together on the transaction, we take the time to address your client as a team effort. For example, I advise your clients to supply their tax advisor with critical loan documents at tax time and invite them to contact either myself or you if theyve misplaced their copy. Not to brag, but I pay attention to the little things, and thats what makes me different from other mortgage professionals.

NMLS 488023 | TN 112477

Keith Goeringer Senior Loan Officer Primary Residential Mortgage, Inc (615) 955-0461 kgoeringer@primeres.com

www.keithgoeringer.com 1418 Kensington Square Ct Murfreesboro, TN 37130

CARDS

POST

Highly Polished and Professional FROM BOTH OF US. The homeowner will receive 14 post cards over the next three years with beautiful and creative designs.
Keith Goeringer tgage, Inc Primary Residential Mor (615 ) 955 -04 61 Cha rlie Smith Hometown Associates (555 ) 555 -7890

Youll immediately notice that everything we do is communicated as a team effort.

than, Dear Elizabeth and Jona s you well. Would I hope this greeting find dule your you please call me to sche Mor tgage Rev iew? complimentary Annual l analyze your In the brief meeting, wel ahead to the current financing and look again for your upcoming year. Thanks loyal business!

ower Elizabeth & Jonathan Hight 4321 Maple Street Murfreesboro, TN 37130

Keith Goeringer

NMLS 488023 | TN 112477

Keith Goeringer Senior Loan Officer Primary Residential Mortgage, Inc (615) 955-0461 kgoeringer@primeres.com

www.keithgoeringer.com 1418 Kensington Square Ct Murfreesboro, TN 37130

PROPERTY

SINGLE
WEBSITES

90% OF CONSUMERS USE THE

Internet as their primary home shopping resource today. Primary Residential Mortgage, Inc understands how critical it has become for your listings to be found online.

Thats why we created our cutting-edge Single Property Website solution. For each featured listing, Primary Residential Mortgage, Inc builds a dedicated website, optimizes it for major search engines, and drives incremental traffic via enhanced signage and offline marketing. The result is an effective, organic, and turn-key approach to marketing your properties online. Please ask me for a sample website if youd like to experience the Primary Residential Mortgage, Inc difference.

Example of a Single Property Website.

NMLS 488023 | TN 112477

www.keithgoeringer.com 1418 Kensington Square Ct Murfreesboro, TN 37130

ACTIVITY REPORTS

HOME

NEIGHBORHOOD

Eliz abeth and Jonathan,

ty lar update on the proper I offer my clients is a regu tion to One of the services that ng this valuable informa od. I will be providi values in their neighborho s. you on a quarterly basi within a -mile radius of ial list of homes that sold Below, please find a part days. 90 your home within the past

Primary Residential Mortgage, Inc Knows

Property House 1 House 2 House 3 House 4

Price $265,999 $300,999 $289,500 $249,000

Keeping clients in touch with current home values in their area can be difficult and time consuming. But, homeowners are always curious to know what homes are selling for in their neighborhood. Thanks to our innovative Neighborhood Home Activity Reports, Primary Residential Mortgage, Inc is able to proactively track local home sales then communicate this critical information to our clients every 90 days!

rmation useful. I hope you find this info needs many of your financial lable to assist you with ce. Needless to say I am avai I may be of any assistan contact me if and encourage you to

Keith Goeringer

Keith Goeringer rtgage, Inc Primary Residential Mo (615 ) 955 -04 61

NMLS 488023 | TN 112477

Keith Goeringer Senior Loan Officer Primary Residential Mortgage, Inc (615) 955-0461 kgoeringer@primeres.com

www.keithgoeringer.com 1418 Kensington Square Ct Murfreesboro, TN 37130

MORTGAGES

UNDER MANAGEMENT

At Primary Residential Mortgage, Inc we understand that our Partners in Success are looking for more than just rate sheets and customer service. In that spirit, we are proud to introduce another innovation that youre going to love. Challenge: We noticed that financial professionals traditionally do a better job than mortgage professionals at counseling clients on how assets are performing against market conditions. Solution: Effective immediately, Primary Residential Mortgage, Inc is opening up its Mortgages Under Management service to its valued clients and friends. What This Means: Since we proactively track market conditions, your clients will never have to guess if theyre in the right loan again. The solution is two-fold: Quarterly Mortgage Updates: Every 90 days, we conduct an analysis for each client and communicate the results in an easy-to-understand summary. This valuable service is provided free of charge.

Opportunity Alerts: Well also establish a preset rate and payment savings target for each client. In the case that mortgage rates drop unexpectedly, Primary Residential Mortgage, Inc will notify the client immediately with an action plan thats right for them. Deepening Relationships: For our elite Partners in Success, were also happy to enroll friends and prospects into our Mortgages Under Management program at no cost. We didnt think it was right to show this level of service to clients only. Together, we can show the local community what makes us unique one customer at a time.
Joe, Its time for your Quarterly Mortgage Checkup! As you know Im constantly monitoring market conditions to ensure that youre in the right loan for your needs. In that spirit, please see below for a brief analysis on how your current product compares to other options available today. Your Current Loan information: June 21, 2006 123 Any Street 30-Year Jumbo Fixed at 6.375%. Based on current market conditions, Im assigning your current mortgage solution a yellow light. In general, this means that I may be able to recommend options that could either save you money on your monthly payment or lower your interest rate. However, it is highly likely that your current loan is still right for you. If youd like to schedule a few minutes so we can take a closer look, please reply to this e-mail or give me a call. Also, if you think any of your friends, co-workers or family members would benefit from the high level of service I provide, please refer them my way. Thank you for your loyal business and for your referrals!

NMLS 488023 | TN 112477

Keith Goeringer Senior Loan Officer Primary Residential Mortgage, Inc (615) 955-0461 kgoeringer@primeres.com

www.keithgoeringer.com 1418 Kensington Square Ct Murfreesboro, TN 37130

JUST LISTED

ALERTS
FROM YOUR

DATABASE
HOW MANY TIMES HAVE YOU closed a deal with a client, only to drive through their neighborhood a few years later to see a For Sale sign in front of their house with a different Real Estate agents name on it? At Primary Residential Mortgage, Inc we understand this is one of the most frustrating things that can happen to us in the industry. CHALLENGE You have done all of the right things to try to keep in touch with your database over the years, but a competitor won the business when it was time for your client to re-enter the market. How do you pinpoint exactly when a client is ready to make another transaction and ensure you are top of mind with them at the right time? SOLUTION Primary Residential Mortgage, Inc has a custom solution that monitors the internet for listings as they appear. We look at search engines, FSBO sites, and other industry specific listing sites for new listings with addresses that match someone in your database. We can now tell you when any of your past clients list their home for sale.

WHAT THIS MEANS For FSBO deals, it allows you the unique sales opportunity of picking up the phone and calling your client to re-sell them on the benefits of using a Real Estate agent early on in the sales cycle. If they have already contracted with another agent, it allows you the opportunity to find out why they didnt use you again and also see if they have a Real Estate agent to help them find a new home (they are moving after all). This data gives you more ammunition when you make that initial phone call than you have ever had before. This Just Listed alert service is another great benefit of doing business with Primary Residential Mortgage, Inc.
NMLS 488023 | TN 112477

www.keithgoeringer.com 1418 Kensington Square Ct Murfreesboro, TN 37130

PROGRAM SCHEDULE

FIRST YEAR
Client Thank You Card plus Closing Gift*....................... Immediately Thank You Letter to Referral Source** ......................... Immediately Customer Satisfaction Survey ......................................... Immediately 4th of July Card ........................................................................... July 4th (Relative to Marketing Schedule Start Date) Birthday Cards .................................................Borrower & Co-Borrower Thanksgiving Day Card...................................................Thanksgiving Annual Mortgage Review ....................................................12 Months

E-MAIL SCHEDULE
Quarterly Mortgage Checkup..................................Jan., Apr., Jul., Oct. Neighborhood Home Activity Report ............... Feb., May, Aug., Nov. Thought of You ........................................................Mar., Jun., Sep., Dec. * Closing Gift if Applicable If No Co-Borrower Birthday Card

SECOND YEAR
Settlement Statement Reminder ................................ February 15th (In Year After Closing) 4th of July Card ........................................................................... July 4th Birthday Cards .................................................Borrower & Co-Borrower Thanksgiving Day Card...................................................Thanksgiving Annual Mortgage Review ....................................................24 Months

THIRD YEAR
4th of July Card ........................................................................... July 4th Birthday Cards .................................................Borrower & Co-Borrower Thanksgiving Day Card...................................................Thanksgiving Annual Mortgage Review ....................................................36 Months

NMLS 488023 | TN 112477

Keith Goeringer Senior Loan Officer Primary Residential Mortgage, Inc (615) 955-0461 kgoeringer@primeres.com

www.keithgoeringer.com 1418 Kensington Square Ct Murfreesboro, TN 37130

16-TOUCH EXAMPLES

BIRTHDAY CARDS
Happy Birthday

(Dynamically reflects Borrowers name.)

(Dynamically reflects Borrowers name.)

Happy Birthday

(Dynamically reflects Borrowers name.)

Happy Birthday

(Dynamically reflects Borrowers name.)

Happy Birthday

(Dynamically reflects Borrowers name.)

Happy Birthday

NMLS 488023 | TN 112477

Keith Goeringer Senior Loan Officer Primary Residential Mortgage, Inc (615) 955-0461 kgoeringer@primeres.com

www.keithgoeringer.com 1418 Kensington Square Ct Murfreesboro, TN 37130

16-TOUCH EXAMPLES

4TH OF JULY CARDS

(Dynamically reflects Borrower and CoBorrower names.)

4th of July

(Dynamically reflects Borrower s last name.)

4th of July

(Dynamically reflects Borrower & CoBorrower names.)

4th of July

NMLS 488023 | TN 112477

Keith Goeringer Senior Loan Officer Primary Residential Mortgage, Inc (615) 955-0461 kgoeringer@primeres.com

www.keithgoeringer.com 1418 Kensington Square Ct Murfreesboro, TN 37130

16-TOUCH EXAMPLES

ANNUAL MORTGAGE REVIEW CARDS

(Dynamically reflects Borrower & CoBorrower names.)

Annual Mortgage Review

(Dynamically reflects Borrower & CoBorrower names.)

Annual Mortgage Review

Keith Go e ringe r (615) 955-0461

(Dynamically reflects Mortgage Professionals name and phone number.)

Annual Mortgage Review

NMLS 488023 | TN 112477

Keith Goeringer Senior Loan Officer Primary Residential Mortgage, Inc (615) 955-0461 kgoeringer@primeres.com

www.keithgoeringer.com 1418 Kensington Square Ct Murfreesboro, TN 37130