Welcome to our monthly newsletter where you can get a recap of what’s been going on with marketing in the NorCal ID region!
The hottest and latest collateral that can elevate your business, social media tips & tricks, and an insight into what other LOs are up to in our region
This project featured a set of three custom flyers designed to educate and empower different audiences on the advantages of NAF Bridge Loans in the new construction space. One flyer was created for consumers, simplifying the benefits and showcasing potential savings. The second was tailored for real estate agents, helping them understand how bridge loans can support their clients and transactions. The third was a cheat sheet, featuring key qualifying questions, conversation scripts, and a realworld savings example to help loan officers confidently introduce NAF Bridge as a solution.
This bilingual (English & Spanish) magazine ad was designed to spotlight NAF’s diverse loan products, with a special mention of our NAF Reverse programs. It also featured Martin Puga’s personalized QR code for seamless lead capture and direct contact. The layout was clean, informative, and tailored for print— making it a standout piece for brand visibility in a premium publication.
To capture the excitement of the Spring Soirée event, we created a Reel-style video showcasing the highlights of the Morgan Hill Office launch party. The video features moments from the celebration, networking, and team energy perfect for sharing on social media and reinforcing brand visibility in the market.
�� Want to turn your events into shareable content? Let’s roll!
We designed a custom invitation for the PrestAmigas team to promote their upcoming Topgolf Mixer an engaging afternoon event focused on fun, networking, and relationshipbuilding. The invite highlights key event details and sets the tone for a laid-back yet professional gathering where guests can connect with their trusted Loan Officers over food, drinks, and friendly competition.
Perfect for email campaigns, Eventbrite, and social media!
We created a custom email template in Bonzo to showcase Erik Oquist’s recent closings, designed specifically for his real estate agent database. The email highlighted successful transactions and reinforced Erik’s credibility and consistency as a lending partner, helping maintain engagement and top-of-mind awareness among his agent network.
There are currently two options available to promote debt consolidation with a $500 lender credit for your consumers. Interested in using direct mail to deliver the debt consolidation message in May? Contact your regional marketing team for support - we can help from artwork, pricing, to submission to NAF Print! Click on images to view collateral
These resources are designed to help you engage with prospects through multiple channels, including mail, social media, and Bonzo!
For a limited time, we’re featuring a ‘lender credit for appraisal fee up to $500*’ on these marketing pieces. Offer ends 6/30/25.
If you are interested in leveraging this collateral and need additional assistance reach out to your regional marketing team!
Is NAF Cash at the top of your value proposition list? If not, now is a great time to consider getting certified along with your agents especially as we dive deeper into the busy spring real estate season.
From the feedback we’ve received, NAF Cash events can lead to incredible business opportunities for our Loan Officers. As a company, we’re on a mission to get as many of our NAF LOs certified and actively selling NAF Cash as possible to agents.
Let us help you or your branch schedule a NAF Cash Certification class for your agents! We’ll handle the planning and marketing to make it as easy as possible with our “NAF Cash Event-in-a-Box” process.
Powerful new product that expands our ability to serve clients: NAF Reverse Second Mortgage. This innovative reverse mortgage solution is designed specifically for homeowners aged 60 and older who want to access additional cash without disrupting their existing low-interest-rate first mortgage. It’s a second lien product that offers no monthly mortgage payments, giving clients the flexibility they need while preserving their current loan structure. Click on image
Charles created a reel to showcase and invite agents to attend his informative CE class on Reverse Mortgages
Trish started a new podcast with one of her agents and posted a new teaser reel to give a little insight on what they talked about during their session
Do you agree that the Fresh Prince of Bel-Air was the best show back in the day?
Our leaders met altogether to socialize and talk about how to continue to elevate NAF in our region
WMBA LO PANEL LED BY DAN KELLER
WMBA had a awesome event at the Seattle Yacht Club with a dynamic LO panel in our local area to talk about what it takes to be successful in today’s market
Don Garcia hosted a class to talk and educate future homebuyers on the new DreamBuilder program
Click here for MAY Video Script/Ideas!
GENERAL IDEAS FOR YOUR NEXT VIDEO
Why the Lowest Rate Isn’t Always the Best Loan - Debunk the myth that the lowest interest rate guarantees the best mortgage deal. Highlight factors like fees, loan terms, and hidden costs.
Dream Builder Program – Explain the highlights of what this program is and who can benefit, encourage viewers reach out for more information
Upcoming Event – Are you hosting an upcoming event? Promote it on social with a video letting people know when/where it is and how to RSVP!
Reverse Mortgage - Let people know about our Reverse loan program and how this financial tool can help their retirement plans!
April Recaps of our very own Dan Keller’s weekly training calls! Aimed to empower you as a loan officer and learn how to elevate your business through topics like improving your process and learning from special guest speakers. Make sure to tune in every Monday 9AM PST. If you don’t have the meeting invites to these calls, let us know and we will get you added!
Looking to leverage the debt consolidation messaging along with the $500 lender credit promo for May to reach your past clients? Let’s do it! Contact your regional marketing representative to help you deploy the email and personalize it if you'd like to prospect for refis.
Friendly reminder: Bonzo has a ton of emails available in the Enterprise Library, including content in both Spanish and English, plus audiencefocused folders highlighting specific programs. If you ' re looking to amplify your messaging but need a hand navigating the options, we ' re here to help!
$500 Lender Credit Offer Ends 6/30/25.
Hi Sean! This is a great article! Amy
Check this out… thank you for sending!
Every Friday morning, we send a reminder about NAF Insights, our curated market snapshot designed to keep your audience informed and engaged. This Bonzo quick reply template is available in two versions—one for professionals and one for consumers and can be automatically sent to your database as long as your contacts are tagged appropriately (realtors, builders, past clients, etc.).
We've received great feedback from real estate agents who regularly receive this content, noting its value in maintaining relevance and strengthening professional relationships.
Level Up Your Social Media Presence & Content
�� 1. "Comment Marketing" is Gold Engage strategically in the comments of other popular, relevant accounts (think local businesses, realtors, or niche influencers).
✅ Be genuine, not spammy. Add value to the conversation—people will notice.
�� 2. Post for Curiosity, Not Just Information Instead of just giving away facts, build curiosity.
Example: Instead of “Here’s how to buy a house,” try:
“Most buyers forget this one step that can cost them thousands… ” Then explain.
�� 3. Turn One Idea Into a Mini-Series
Break one juicy topic into a 3–5 part video or carousel series.
It increases retention and binge-worthy engagement. E.g., “5 Hidden Costs of Buying a Home” → 1 video per cost.
for your social media marketing!
SocialMarketing hosted a training on All About Instagram Reels.
Click on the image above to watch the recording!
