Origin's Mortgage Marketing Tools

Whether its business or personal life, Evolve with Origin is created to support you. We are constantly thinking of new services to extend to you to help you stike the perfect balance between work and life.

Evolve begins by recognizing that one career solution will not fit all.

This point of difference means you get to determine your level of opportunity with Origin. You select where and how you want to engage. By choosing the level that matches your career goals, you determine whether or not your career path will evolve, and how fast it will happen for you.

Origin's CRM software leads the industry.
More about Origin's CRM

Fuel by Origin is the industry's best rewards program.
More about FUEL

The intranet portal is the central hub for all things Origin. This is the place to meet online, communicate, get up-to-the-minute news and information and tap into available marketing and administrative assistance.

Take advantage of:

• All Lender product, pricing and policies
• Communication Tools that include real-time forums and live chats to interact with operations staff and peers
• Up-to-date deal status and condition reports in one place for easy reference
• All Origin sales and marketing material including personalized on-line and print marketing
• Real-time access to the Fuel rewards membership directory and to your referral partners client referrals, as well as the latest rewards redemption activity
• Access to all necessary forms, reports, contacts and compensation content for you to perform your role as a Mortgage Advisor

Keeping you connected with your clients is standard with Origin. Our no-cost customer relationship campaign consists of timed emails that brand you! These are personalized with your name and photograph and are sent to your referral partner and client list.

Take advantage of:

• A program that’s not only free of charge – but free of work done by you.
• Rich and evolving content that communicates with clients electronically between mortgage approval and advance
• Recurring communications that recognize client birthdays, mortgage anniversaries and seasonal updates and promotions
• Promotion of an exciting client referral rewards program in many of the communications
• Inclusion of an online client survey providing clients with an opportunity to win a free gift
• Client data is yours to own! Origin is ONLY the delivery mechanism
• Communication of the latest news, plus the promotion of Fuel Loyalty Rewards to your referral partners.

This best in class rewards program designed to thank valued partners for their mortgage referrals. It offers benefits designed to inspire loyalty.

Take advantage of:

• A unique tiered points system that drives partners faster towards their rewards. With FUEL, the size of the mortgage counts.
• Members are in control of their reward choices; selecting from 3 distinct reward categories : ‘For You’, ‘For Your Client’,’For Your Business’.
• Membership in FUEL is free. Your role in ensuring your referral partners receive their rewards is to record their name and email at the time of a new application is created- we do the rest.
• Should you wish to use Fuel as a further point of communication with your referral partners, you have access to all the data on the intranet portal and can monitor and send congratulations on points earned and redeemed.

When you join Origin, marketing yourself is easy. Everything you need is at your fingertips- all accessible via the Origin O-store.

Take advantage of:

• Seasonal marketing promotions that provide you purpose and content for interaction with referral partners and clients
• Templates for personalized print and on-line materials
• Full marketing packages to provide even more bang for your buck.
• Customized websites, blogs and email wraps with variable content updated on your behalf. Tiered pricing tied to the requirements and functionality for your site provide you more options in creating your on-line presence
• Customized Twitter backgrounds for your Twitter page
• Generate leads and deliver valuable updates and information to your clients via an automated email tool
• Discount printing club to give you access to bulk print discounts when other members of the group are ordering similar material.

You have access to a best-in-class Operations Staff who are available if you choose to use them.

Take advantage of:

• Experienced Associates to assist you on mortgage submissions and condition fulfillment
• Access to administrative assistance for tasks that take your attention away from client and referral partner care:
• Data Entry into upload software including the request for credit bureaus
• Preparation and collection of client compliance documents such as disclosure statements and regulatory forms
• Ordering, follow up, collection and distribution of property appraisals including client payment processing
• Payroll services- the collection and distribution of income to you, and you and your team.
• At Partner level, you can choose to utilize your own version of Otto – Origin’s proprietary deal management system. This walking, talking filing cabinet keeps track of your deals with:
• Time sensitive prompts to assist you with deal management
• Real time reporting
• Financial reporting
• Management Information Systems

We are pleased to offer free childcare on our premises to make it easy for our mortgage advisors to attend our important monthly seminars – stress free. Simply let us know 2 days in advance by emailing melisa@origingroup.ca

Through Origin you can receive preferred pricing on Life Coaching to ensure both your business and personal life are well balanced and you are achieving your work and personal goals