Click below to choose a plan that best fits your marketing needs.

Individual Marketing Plan

In today’s competitive marketplace, if you’re not consistently marketing to your clients you can guarantee someone else is. But we know how difficult it can be to reach your customers in an effective manner, all while staying within budget. That’s why we created the affordable, easy to use Ecinch-L Mortgage – Individual Marketing Plan. It’s like having a full scale in-house marketing department right at your fingertips but without the big budget. You’ll have access to an exceptional team of professional marketing consultants and expert designers, ready to assist you in all phases of your marketing. You’ll receive personal, ongoing help in targeting, reaching and selling to your clients.

Read on to see all of the great features that Ecinch-L Mortgage has to offer.

Email Marketing

EMAIL MARKETING

Ecinch-L Mortgage allows you to set up personalized email marketing Flyers, Postcards and Drip Campaigns with ease. Utilize 100’s of editable templates specifically designed for mortgage originators. Automated holiday, birthday and newsletter campaigns are only a click away as well. “Click it and forget it”.


PRINT MARKETING

Ecinch-L Mortgage is like having a printing press right at your finger tips. Choose your Flyer, Postcard or Door Hanger, click to order and have them delivered right to your home or office.

Order Prints

Direct to Mail

DIRECT TO MAIL

With just a few mouse clicks the Ecinch-L Mortgage system does everything for you. No more stuffing, addressing or licking envelopes again for you marketing.


SOCIAL MEDIA

Blast your marketing to everyone in your social circles by sharing your marketing on Facebook, Twitter, LinkedIn and more and get your message out to everyone you know.

Hand Holding A Social Media 3D Sphere


Video Marketing

VIDEO MARKETING

It’s no secret that video is an effective medium for delivering your message with the maximum impact. Ecinch-L Mortgage gives you the tools to showcase your video message through Email and Social Media and get more customers engaged in your marketing.


ANALYTICS

The Ecinch-L Mortgage platform features detailed email reporting information including delivery rates, open rates, bounce back reporting and campaign trends. This information allows you to track results, for all email types, so that you can see who’s engaged and interested in your message and who isn’t.

Analytics


CRM

MORTGAGE CRM

With the Ecinch-L Mortgage CRM you can work smarter. Collect and organize important information about your customers, including Loan Details, Important Dates and Tasks, Listing & Selling Agents and more. With better information at your finger tips you can analyze and optimize the information about your clients and maximize your results.


CLIENT & CLOSING GIFT STORE

Our Gift Store is the first choice for distinctive gifts. From the exceptional quality of our gourmet food items to the unique keepsake containers with impeccable decorating, you can rely on our gifts to always convey the very best impression.

Gift Store


Apperal Store

BRANDED APPAREL & PROMOTIONAL ITEMS

Order great promotional products with your logo and contact information. Choose from hundreds of products from pens to coffee cups, Polo Shirts to Jackets and shipped directly to your office.


Corporate Marketing Plan

To be successful in the loan industry your Loan Officer’s must be able to do more than just close the occasional loan. You and your Loan Officers need to effectively manage and grow your business.

Located in the cloud, Ecinch-L is an intuitive and easy to use web based marketing and communication platform designed with your branch or company in mind. Ecinch-L combines a robust contact manger with email, print, direct mail and social media and makes it a “cinch” to keep your brand in front of your valuable clients. Fully scalable from a single user to a platform supporting hundreds of users, Ecinch-L helps you systematically build quality leads through consistent marketing and client relation management.


Email Marketing

EMAIL MARKETING

Ecinch-L Mortgage allows you to set up personalized email marketing Flyers, Postcards and Drip Campaigns with ease.  Utilize 100’s of editable templates specifically designed for mortgage originators.  Automated holiday, birthday and newsletter campaigns are only a click away as well.  “Click it and forget it”.


PRINT MARKETING

Ecinch-L Mortgage is like having a printing press right at your finger tips.  Choose your Flyer, Postcard or Door Hanger, click to order and have them delivered right to your home or office.

Order Prints

Direct to Mail

DIRECT TO MAIL

With just a few mouse clicks the Ecinch-L Mortgage system does everything for you.  No more stuffing, addressing or licking envelopes again for you marketing.


SOCIAL MEDIA

Blast your marketing to everyone in your social circles by sharing your marketing on Facebook, Twitter, LinkedIn and more and get your message out to everyone you know.

Hand Holding A Social Media 3D Sphere


Video Marketing

VIDEO MARKETING

It’s no secret that video is an effective medium for delivering your message with the maximum impact.  Ecinch-L Mortgage gives you the tools to showcase your video message through Email and Social Media and get more customers engaged in your marketing.


ANALYTICS

The Ecinch-L Mortgage platform features detailed email reporting information including delivery rates, open rates, bounce back reporting and campaign trends.  This information allows you to track results, for all email types, so that you can see who’s engaged and interested in your message and who isn’t.

Analytics


CRM

MORTGAGE CRM

With the Ecinch-L Mortgage CRM you can work smarter. Collect and organize important information about your customers, including  Loan Details, Important Dates and Tasks, Listing & Selling Agents and more. With better information at your finger tips you can analyze and optimize the information about your clients and maximize your results.


CLIENT & CLOSING GIFT STORE

Our Gift Store is the first choice for distinctive gifts. From the exceptional quality of our gourmet food items to the unique keepsake containers with impeccable decorating, you can rely on our gifts to always convey the very best impression.

Gift Store


Apperal Store

BRANDED APPAREL & PROMOTIONAL ITEMS

Order great promotional products with your logo and contact information. Choose from hundreds of products from pens to coffee cups, Polo Shirts to Jackets and shipped directly to your office.


Branded Marketing Platform

Looking for a marketing platform you can call your own?  With the Branded Corporate Marketing Platform you get all of the same great features and benefits of our CORE system but branded with your own colors, logo and custom URL.  The Branded Corporate Marketing Platform also gives you Administration rights to the system, allowing you the ability to manage the entire marketing platform.

Let’s break it down…  By having an Ecinch-L Branded Marketing Platform, you will be able to have access and control the following…

Internet Web Site Search Collage

A BRANDED MARKETING PLATFORM

At Ecinch-L we make it all about you and your company.   In today’s competitive world, it is more important than ever to promote recognition.  Having your own branded marketing platform shows credibility, depth and experience.   It’s crucial for recruiting the best mortgage originators, separates you from your competitors, maintains company identity and allows you to control all aspects of your marketing.   Ecinch-L will customize a marketing platform; personalize it with your company logo, your colors and set you up with a custom URL.


PLATFORM MANAGEMENT

When you login as an Administrator you will be able to set up, manage and maintain your branches and additional users.   As loan officers come and go you will have the ability to make branches and individual LO’s Active or Inactive as needed.


Platform Management reduced 3

Training & Support Arrows

TRAINING & SUPPORT

As an Administrator you will have the ability to “Login in as” a branch or specific loan officer to help them with training or assist in their marketing,  control the default campaigns that you may want all of your users to use automatically like birthday, Holiday or company newsletter.  You can decide on one or many, and get access to a fully functioning demonstration account to use for training and demoing for recruiting purposes.


MARKETING STATISTICS   

A Branded Marketing Platform from Ecinch-L gives you the ability to see vital statistics, like how often your users are logging into the system, the number of emails being sent and if they are well received.  See delivered and opened email trends and click through rates, giving you the power to make critical decisions with your marketing.

Mobile finance and statistics concept


Compliance check

COMPLIANCE RETENTION REQUIREMENTS

Gives you the ability to receive and store a copy of every marketing piece that is distributed from your users to their clients, directly to a specified compliance email address, satisfying regulatory retention requirements.


INTERNAL CUSTOMER SERVICE

If desired, you can have all customer service and training questions be directed directly to your in-house Consultant.  We will train your employees with everything they need to know.   This assures you control of the work place process and training environment of your company.

Customer Service Evaluation Form


Designer circle

DESIGNER ACCESS

With Designer login credentials you will be able to control the visibility of all marketing folders, decide who should see certain marketing folders,  create specific folders for companywide use, individual branch use or individual loan officer use.  Designer rights lets you upload your own previously used marketing pieces and/or create your own custom marketing pieces from scratch.  Lock down preapproved marketing pieces to keep your users in compliance or allow the users to edit certain pieces that you control.


CUSTOMIZED BRANDED PROMOTIONAL STORES

With a Branded Marketing Platform you will have access to your own Customized Promotional Store.  Click a button and have access to your own branded promotional items for trade shows, open houses and give a ways at your fingertips.   Order company shirts, jackets, hats and many other types of apparel for your business and your clients from your Customized Apparel Store.  Say Thank You to your clients with the perfect closing gift. Choose from one of many ready to go Pre-Made Gift Baskets with your message, wrapped up with your company branded ribbon.

Apperal Store

Integrated LOS Marketing Platform

Keeping your borrower informed and up to date throughout the loan process is crucial to a smooth, seamless experience and will keep your borrowers coming back.  With Ecinch-L Mortgage you can integrate your Loan Origination Software and stay in touch with your borrower, realtor, title agent or anyone involved with your loan throughout the loan process and for many years after,  Automatically!

Here’s How it works…

Puzzle objects with arrows

THE CYCLE of SUCCESS

The Loan Officer simply inputs the borrower information into your Loan Origination Software (LOS).  The client’s data will then automatically transfer from your LOS to your Ecinch-L Mortgage Platform. The Ecinch-L Mortgage Platform automatically sends crucial marketing and correspondence to your clients.  Amazed by your prompt an professional communication your clients call you back to do more business with you in the future.


DATA INPUT

It’s as easy as doing what you do every day.  Simply start a loan in your Loan Origination System by importing your borrower’s data as you do every day and let the communication begin. It’s that simple…

Data Entry Icon

Data Transfer - Integration

DATA TRANSFER

There is no need to manage two systems.  Your client’s data will automatically and securely transfer from your Loan Origination Software to your Ecinch-L Mortgage Platform.   Even if you need to add or change something during the loan process the systems will always stay in sync.


REAL TIME LOAN NOTIFICATIONS

As you meet milestones throughout the loan process Borrowers and Business Partners are automatically updated on the status of their loan with custom notifications delivered to them via email and SMS text messages in real time.

Laptop, phone and tablet pc. Electronic devices. 3d


Campaigns

AUTOMATED CAMPAIGNS

The number 1 reason for a past borrowers moving on to another company or loan officer after the loan,  is lack of communication.  With Ecinch-L Integration, once the loan has been dispositioned, i.e. funded, declined, withdrawn etc., the borrowers will automatically fall into specific, custom branded campaigns that are based on the characteristics of the loan. This keeps you in front of your borrowers for years after the initial application or loan with timely information about the type of loan they have, how and when they should refi, credit tips and prospecting campaigns.  With Ecinch-L Mortgage Integration you’ll never have to worry about losing a past borrower or prospect to your competition because they have forgotten about you.


COMPLIANCE

Your Compliance department can rest easy knowing that each and every communication that is sent out will have all of the proper compliance requirements and will be copied to your compliance email inbox to satisfy regulatory retention requirements.

Compliance check

*Pricing for above plans*

Individual User
59.00 Per Month

You will be supplied with your personal username and password giving you access to all of the basic features of Ecinch-L Mortgage including the mortgage specific contact manager, hundreds of templates, automated social media posting, email reporting with opt out and bounce back control as well as access to the print, mail and closing gift stores. You may have up to 6,000 contacts and send as many emails as you like per month without any additional cost.

Corporate or Branch Plan
395.00 Per Month for up to 10 Users
495.00 Per Month for up to 20 Users

This option gives each of the users in your branch all of the features of the individual plan plus Administrator Control. The Administrator can control the logo, disclaimer and marketing material folder access. The Administrator has access to all user accounts. The Administrator can add, inactivate or delete any user as well as login as the user for marketing support and training. For regulatory compliance purposes, a copy of every email, printed piece, print order and social media posting will be automatically sent to the address of your choosing with the name of the user, date and venue or intended audience.

Custom Branded Marketing Site
995.00 Setup all packages.
1 to 25 users – $595.00 per month
26 to 50 users – $1,195.00 per month
51 to 100 users – $2,395.00 per month
101 to 200 users – $4,395.00 per month
201+ users – Call for pricing.

If you choose this option Ecinch-L will build and maintain a custom, branded marketing site for you with your logo and colors throughout the site. All of the features above are included plus Global Administrator Control. The Global Administrator has email statistics access and designer access to create and upload your own marketing materials if you choose. In addition, with designer access any portion of any marketing piece can be locked so the user cannot change it. We will include fully branded closing gift, apparel and promotional item and print stores.

Custom LOS Integrated Marketing Site
All Integration packages require a $995.00 set up fee.
1 to 10 users – $995.00 per month
11 to 20 users – $1,795.00 per month
21 to 50 users – $3,995.00 per month
51 to 100 users – $6,995.00 per month

101+ users – Call for pricing.

This option gives you a Custom Branded Marketing Site as above, plus integration with your loan origination software. As the borrower moves through the origination process, custom automated notifications are sent to all the appropriate stakeholders in the loan; borrower, loan officer, realtor, title officer, etc. The client’s record are always updated automatically when your LOS is updated in real time. Once the loan has been dispositioned, i.e. funded, declined, withdrawn. The borrower will be placed into an appropriate custom email campaign and touched regularly for the next 3 to 5 years in the loan originators name. What better way to stay in touch with your past clients effortlessly?