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30	
  Tower	
  Lane	
  	
  
Avon,	
  CT	
  06001	
  
NMLS	
  #6331	
  –	
  CT	
  &	
  RI	
  	
  
ML6331	
  -­‐	
  MA	
  

Getting Started :
LinkedIn for the
Mortgage Industry

Presentation created by Jennifer Brabson, Marketing Director – Village Mortgage
About Village Mortgage

30	
  Tower	
  Lane	
  	
  
Avon,	
  CT	
  06001	
  
NMLS	
  #6331	
  –	
  CT	
  &	
  RI	
  	
  
ML6331	
  -­‐	
  MA	
  

Village Mortgage continues to be a leader in mortgage lending, by offering innovative
technologies, an expansive mortgage product line, competitive rates, and customer service
that makes Village Mortgage, New England's premiere choice for mortgage lending.
Founded in 1996, Village Mortgage offers an array of mortgage products including:
Conventional Loans, FHA Loans, VA Loans, USDA Loans, and Jumbo Mortgages, as well as
many other unique products for brokers and borrowers alike. Village Mortgage Company is a
direct mortgage lender and servicer/seller of Fannie Mae and Freddie Mac products.
Equal Housing Lender. Village Mortgage Company,  30 Tower Lane, Avon, CT 06001, NMLS # 6331, is a licensed lender in Connecticut (NMLS #6331);
is a Lender in Massachusetts having Mortgage Lender license # ML6331, and is a licensed lender in Rhode Island (NMLS #6331).
About Jennifer Brabson

30	
  Tower	
  Lane	
  	
  
Avon,	
  CT	
  06001	
  
NMLS	
  #6331	
  –	
  CT	
  &	
  RI	
  	
  
ML6331	
  -­‐	
  MA	
  

Marketing Director
Village Mortgage Company
Avon, CT 06001
Jennifer Brabson has been involved in social media and online marketing long
before Facebook and Twitter. As a student of globalization, her love of the
dissemination of information across borders in mere seconds has brought her full
circle as an established Social Media and Online Marketing professional and
educator in key industries.

She’s been fully integrating branded experiences through the intelligent use of
digital media and marketing strategies for the past decade, in publishing, recruiting
and now the mortgage and real estate industries.

Education:
Agnes Scott College – International Relations
Former Positions: Digital Marketing Manager, Adecco Group NYC
Marketing Manager, Onward Search, ITG & Recruitics Wilton, CT

Jennifer is available for social media and marketing training.
Contact Michelle Lucia mlucia@villagemtg.com for more information.
30	
  Tower	
  Lane	
  	
  
Avon,	
  CT	
  06001	
  
NMLS	
  #6331	
  –	
  CT	
  &	
  RI	
  	
  
ML6331	
  -­‐	
  MA	
  

LinkedIn by the Numbers
259+
84+
11.3+

Million Users Total
Million Users in US
Million users in CT, MA, RI

The Mortgage Industry in NEW ENGLAND on LinkedIn

3,600+
35,000+
7,500+
20,800
2800

Mortgage Brokers in CT, MA, RI
Realtors in CT, MA, RI
CPAs in CT, MA, RI
Real Estate LinkedIn Groups
Mortgage LinkedIn Groups
30	
  Tower	
  Lane	
  	
  
Avon,	
  CT	
  06001	
  
NMLS	
  #6331	
  –	
  CT	
  &	
  RI	
  	
  
ML6331	
  -­‐	
  MA	
  

Setting up your profile – Get seen!
• 

Make sure your profile is 100% complete, this includes:
o  Adding your photo
o  Adding your skills
o  Adding a description and proper headline (using keywords – LOCATIONS)
o  Connecting with your Company’s LinkedIn Page

vs	
  

good

better
30	
  Tower	
  Lane	
  	
  
Avon,	
  CT	
  06001	
  
NMLS	
  #6331	
  –	
  CT	
  &	
  RI	
  	
  
ML6331	
  -­‐	
  MA	
  

Staying Compliant on LinkedIn
According	
  to	
  the	
  FFIEC:	
  A	
  financial	
  insJtuJon	
  should	
  have	
  a	
  risk	
  management	
  program	
  that	
  allows	
  it	
  to	
  
idenJfy,	
  measure,	
  monitor,	
  and	
  control	
  the	
  risks	
  related	
  to	
  social	
  media.	
  	
  
	
  	
  
You	
  should	
  also	
  re-­‐read	
  your	
  company’s	
  social	
  media	
  guidelines	
  for	
  further	
   	
  
	
  
	
  
	
  regulaJons	
  and	
  rules	
  specific	
  to	
  your	
  company.	
  	
  

Don’t	
  forget	
  to	
  add	
  your	
  NMLS	
  #	
  to	
  
your	
  profile!	
  	
  
Be	
  aware	
  of	
  the	
  Truth-­‐In-­‐Lending	
  Act	
  (TILA)	
  when	
  
introducing	
  any	
  mortgage	
  informaJon	
  through	
  social	
  
media.	
  	
  Keep	
  your	
  communicaJons	
  minimal	
  and	
  high-­‐
level	
  instead	
  of	
  discussing	
  pricing	
  or	
  fees	
  via	
  LinkedIn.	
  	
  

Keep	
  your	
  message	
  simple	
  to	
  stay	
  
compliant	
  and	
  capJvate	
  your	
  audience	
  
with	
  useful	
  informaJon.	
  

-­‐NaJonal	
  Mortgage	
  Professional	
  (2012)	
  
30	
  Tower	
  Lane	
  	
  
Avon,	
  CT	
  06001	
  
NMLS	
  #6331	
  –	
  CT	
  &	
  RI	
  	
  
ML6331	
  -­‐	
  MA	
  

Make it easy to connect with you
Be sure to include your LinkedIn URL and Company’s URL in your email signature, on
your website, info tab on your Facebook profile and blog, as well as on your print
marketing collateral and business cards.
• 

You’re here to be contacted, make it as easy as possible.

…and	
  here	
  
…and	
  here	
  

…and	
  here	
  
…and	
  here	
  

…and	
  here	
  
30	
  Tower	
  Lane	
  	
  
Avon,	
  CT	
  06001	
  
NMLS	
  #6331	
  –	
  CT	
  &	
  RI	
  	
  
ML6331	
  -­‐	
  MA	
  

Build your connections
•  See who you already know – Referrals, referrals, referrals!
•  Upload your contacts
Helpful Marketing Tip: You can also export your LinkedIn connections for email marketing campaigns!
See last page of presentation for instructions on how to export your LinkedIn connections.

•  The more people you know, the more referrals and leads you will receive.
•  Join LinkedIn Groups (and be active!)

è	
  
è	
  

jennifermbrabson@gmail.com

NMLS	
  #6331	
  
30	
  Tower	
  Lane	
  	
  
Avon,	
  CT	
  06001	
  
NMLS	
  #6331	
  –	
  CT	
  &	
  RI	
  	
  
ML6331	
  -­‐	
  MA	
  

View Your Own Profile, Often!
•  Check your Network Stats regularly – if people have viewed your profile,
Connect with them!
o  You	
  can	
  see	
  informaJon	
  about	
  your	
  network,	
  including	
  how	
  many	
  users	
  you	
  can	
  reach	
  
through	
  your	
  connecJons.	
  
o  To	
  get	
  there,	
  click	
  on	
  the	
  Profile	
  tab,	
  and	
  you’ll	
  see	
  four	
  more	
  tabs:	
  My	
  ConnecJons,	
  
Imported	
  Contacts,	
  Profile	
  Organizer	
  and	
  Network	
  StaJsJcs.

NMLS	
  #6331	
  
30	
  Tower	
  Lane	
  	
  
Avon,	
  CT	
  06001	
  
NMLS	
  #6331	
  –	
  CT	
  &	
  RI	
  	
  
ML6331	
  -­‐	
  MA	
  

	
  
Connect with LinkedIn on your smartphone
•  ConnecJng	
  with	
  people	
  on	
  LinkedIn	
  via	
  your	
  
smartphone	
  is	
  easier	
  and	
  uses	
  less	
  restricJons	
  
than	
  on	
  the	
  computer.	
  
•  You	
  can	
  add	
  your	
  phone’s	
  contacts	
  to	
  your	
  
LinkedIn	
  ConnecJons	
  and	
  vice	
  versa.	
  
	
  
•  Using	
  the	
  iphone	
  app	
  –	
  CARDMUNCH	
  will	
  allow	
  
you	
  to	
  take	
  photos	
  of	
  a	
  business	
  card	
  –	
  it	
  will	
  add	
  
the	
  connecJon	
  to	
  your	
  contact	
  list	
  AND	
  connect	
  
you	
  automaJcally	
  to	
  them	
  on	
  LinkedIn	
  
30	
  Tower	
  Lane	
  	
  
Avon,	
  CT	
  06001	
  
NMLS	
  #6331	
  –	
  CT	
  &	
  RI	
  	
  
ML6331	
  -­‐	
  MA	
  

	
  
Stay tuned… for the next presentation
Optimizing LinkedIn for Your Mortgage Lending Business

conn
ore

et m
G

ons!
ecti
Conn
ect w
more
ith
lead
s!

e an
ecom Leader
B
stry
Indu
Close more loans!
30	
  Tower	
  Lane	
  	
  
Avon,	
  CT	
  06001	
  
NMLS	
  #6331	
  –	
  CT	
  &	
  RI	
  	
  
ML6331	
  -­‐	
  MA	
  

Helpful Hints:
Expor/ng	
  your	
  LinkedIn	
  Connec/ons	
  
You	
  can	
  export	
  your	
  connecJons	
  from	
  the	
  Contact	
  
Se_ngs	
  page.	
  
	
  
Note:	
  Only	
  the	
  full	
  name,	
  email	
  address,	
  current	
  
employer,	
  and	
  posiJon	
  are	
  exported.	
  
	
  
To	
  export	
  your	
  connecJons	
  list:	
  
	
  
1.  Move	
  your	
  cursor	
  over	
  Network	
  at	
  the	
  top	
  of	
  your	
  
homepage	
  and	
  select	
  Contacts.	
  
2.  Click	
  the	
  	
  	
  	
  	
  	
  Se@ngs	
  icon	
  near	
  the	
  top	
  right.	
  
3.  Under	
  Advanced	
  Se@ngs	
  on	
  the	
  right,	
  click	
  Export	
  
LinkedIn	
  Connec/ons.	
  
4.  Enter	
  the	
  security	
  text	
  if	
  prompted.	
  
5.  Click	
  Export.	
  
6.  Save	
  the	
  file	
  as	
  a	
  .csv	
  and	
  then	
  save	
  it	
  somewhere	
  
you	
  can	
  easily	
  find	
  it,	
  like	
  your	
  computer's	
  desktop.	
  
	
  
Note:	
  If	
  you're	
  using	
  Internet	
  Explorer	
  and	
  you	
  see	
  a	
  
yellow	
  pop-­‐up	
  blocker	
  across	
  the	
  top	
  of	
  the	
  page,	
  click	
  
the	
  yellow	
  bar	
  and	
  then	
  select	
  Download	
  File.	
  
30	
  Tower	
  Lane	
  	
  
Avon,	
  CT	
  06001	
  
NMLS	
  #6331	
  –	
  CT	
  &	
  RI	
  	
  
ML6331	
  -­‐	
  MA	
  

Connect	
  with	
  us	
  	
  

hcp://www.linkedin.com/company/village-­‐mortgage-­‐company	
  	
  

4	
  

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Getting Started: LinkedIn For the Mortgage Industry

  • 1. 30  Tower  Lane     Avon,  CT  06001   NMLS  #6331  –  CT  &  RI     ML6331  -­‐  MA   Getting Started : LinkedIn for the Mortgage Industry Presentation created by Jennifer Brabson, Marketing Director – Village Mortgage
  • 2. About Village Mortgage 30  Tower  Lane     Avon,  CT  06001   NMLS  #6331  –  CT  &  RI     ML6331  -­‐  MA   Village Mortgage continues to be a leader in mortgage lending, by offering innovative technologies, an expansive mortgage product line, competitive rates, and customer service that makes Village Mortgage, New England's premiere choice for mortgage lending. Founded in 1996, Village Mortgage offers an array of mortgage products including: Conventional Loans, FHA Loans, VA Loans, USDA Loans, and Jumbo Mortgages, as well as many other unique products for brokers and borrowers alike. Village Mortgage Company is a direct mortgage lender and servicer/seller of Fannie Mae and Freddie Mac products. Equal Housing Lender. Village Mortgage Company,  30 Tower Lane, Avon, CT 06001, NMLS # 6331, is a licensed lender in Connecticut (NMLS #6331); is a Lender in Massachusetts having Mortgage Lender license # ML6331, and is a licensed lender in Rhode Island (NMLS #6331).
  • 3. About Jennifer Brabson 30  Tower  Lane     Avon,  CT  06001   NMLS  #6331  –  CT  &  RI     ML6331  -­‐  MA   Marketing Director Village Mortgage Company Avon, CT 06001 Jennifer Brabson has been involved in social media and online marketing long before Facebook and Twitter. As a student of globalization, her love of the dissemination of information across borders in mere seconds has brought her full circle as an established Social Media and Online Marketing professional and educator in key industries. She’s been fully integrating branded experiences through the intelligent use of digital media and marketing strategies for the past decade, in publishing, recruiting and now the mortgage and real estate industries. Education: Agnes Scott College – International Relations Former Positions: Digital Marketing Manager, Adecco Group NYC Marketing Manager, Onward Search, ITG & Recruitics Wilton, CT Jennifer is available for social media and marketing training. Contact Michelle Lucia mlucia@villagemtg.com for more information.
  • 4. 30  Tower  Lane     Avon,  CT  06001   NMLS  #6331  –  CT  &  RI     ML6331  -­‐  MA   LinkedIn by the Numbers 259+ 84+ 11.3+ Million Users Total Million Users in US Million users in CT, MA, RI The Mortgage Industry in NEW ENGLAND on LinkedIn 3,600+ 35,000+ 7,500+ 20,800 2800 Mortgage Brokers in CT, MA, RI Realtors in CT, MA, RI CPAs in CT, MA, RI Real Estate LinkedIn Groups Mortgage LinkedIn Groups
  • 5. 30  Tower  Lane     Avon,  CT  06001   NMLS  #6331  –  CT  &  RI     ML6331  -­‐  MA   Setting up your profile – Get seen! •  Make sure your profile is 100% complete, this includes: o  Adding your photo o  Adding your skills o  Adding a description and proper headline (using keywords – LOCATIONS) o  Connecting with your Company’s LinkedIn Page vs   good better
  • 6. 30  Tower  Lane     Avon,  CT  06001   NMLS  #6331  –  CT  &  RI     ML6331  -­‐  MA   Staying Compliant on LinkedIn According  to  the  FFIEC:  A  financial  insJtuJon  should  have  a  risk  management  program  that  allows  it  to   idenJfy,  measure,  monitor,  and  control  the  risks  related  to  social  media.         You  should  also  re-­‐read  your  company’s  social  media  guidelines  for  further          regulaJons  and  rules  specific  to  your  company.     Don’t  forget  to  add  your  NMLS  #  to   your  profile!     Be  aware  of  the  Truth-­‐In-­‐Lending  Act  (TILA)  when   introducing  any  mortgage  informaJon  through  social   media.    Keep  your  communicaJons  minimal  and  high-­‐ level  instead  of  discussing  pricing  or  fees  via  LinkedIn.     Keep  your  message  simple  to  stay   compliant  and  capJvate  your  audience   with  useful  informaJon.   -­‐NaJonal  Mortgage  Professional  (2012)  
  • 7. 30  Tower  Lane     Avon,  CT  06001   NMLS  #6331  –  CT  &  RI     ML6331  -­‐  MA   Make it easy to connect with you Be sure to include your LinkedIn URL and Company’s URL in your email signature, on your website, info tab on your Facebook profile and blog, as well as on your print marketing collateral and business cards. •  You’re here to be contacted, make it as easy as possible. …and  here   …and  here   …and  here   …and  here   …and  here  
  • 8. 30  Tower  Lane     Avon,  CT  06001   NMLS  #6331  –  CT  &  RI     ML6331  -­‐  MA   Build your connections •  See who you already know – Referrals, referrals, referrals! •  Upload your contacts Helpful Marketing Tip: You can also export your LinkedIn connections for email marketing campaigns! See last page of presentation for instructions on how to export your LinkedIn connections. •  The more people you know, the more referrals and leads you will receive. •  Join LinkedIn Groups (and be active!) è   è   jennifermbrabson@gmail.com NMLS  #6331  
  • 9. 30  Tower  Lane     Avon,  CT  06001   NMLS  #6331  –  CT  &  RI     ML6331  -­‐  MA   View Your Own Profile, Often! •  Check your Network Stats regularly – if people have viewed your profile, Connect with them! o  You  can  see  informaJon  about  your  network,  including  how  many  users  you  can  reach   through  your  connecJons.   o  To  get  there,  click  on  the  Profile  tab,  and  you’ll  see  four  more  tabs:  My  ConnecJons,   Imported  Contacts,  Profile  Organizer  and  Network  StaJsJcs. NMLS  #6331  
  • 10. 30  Tower  Lane     Avon,  CT  06001   NMLS  #6331  –  CT  &  RI     ML6331  -­‐  MA     Connect with LinkedIn on your smartphone •  ConnecJng  with  people  on  LinkedIn  via  your   smartphone  is  easier  and  uses  less  restricJons   than  on  the  computer.   •  You  can  add  your  phone’s  contacts  to  your   LinkedIn  ConnecJons  and  vice  versa.     •  Using  the  iphone  app  –  CARDMUNCH  will  allow   you  to  take  photos  of  a  business  card  –  it  will  add   the  connecJon  to  your  contact  list  AND  connect   you  automaJcally  to  them  on  LinkedIn  
  • 11. 30  Tower  Lane     Avon,  CT  06001   NMLS  #6331  –  CT  &  RI     ML6331  -­‐  MA     Stay tuned… for the next presentation Optimizing LinkedIn for Your Mortgage Lending Business conn ore et m G ons! ecti Conn ect w more ith lead s! e an ecom Leader B stry Indu Close more loans!
  • 12. 30  Tower  Lane     Avon,  CT  06001   NMLS  #6331  –  CT  &  RI     ML6331  -­‐  MA   Helpful Hints: Expor/ng  your  LinkedIn  Connec/ons   You  can  export  your  connecJons  from  the  Contact   Se_ngs  page.     Note:  Only  the  full  name,  email  address,  current   employer,  and  posiJon  are  exported.     To  export  your  connecJons  list:     1.  Move  your  cursor  over  Network  at  the  top  of  your   homepage  and  select  Contacts.   2.  Click  the            Se@ngs  icon  near  the  top  right.   3.  Under  Advanced  Se@ngs  on  the  right,  click  Export   LinkedIn  Connec/ons.   4.  Enter  the  security  text  if  prompted.   5.  Click  Export.   6.  Save  the  file  as  a  .csv  and  then  save  it  somewhere   you  can  easily  find  it,  like  your  computer's  desktop.     Note:  If  you're  using  Internet  Explorer  and  you  see  a   yellow  pop-­‐up  blocker  across  the  top  of  the  page,  click   the  yellow  bar  and  then  select  Download  File.  
  • 13. 30  Tower  Lane     Avon,  CT  06001   NMLS  #6331  –  CT  &  RI     ML6331  -­‐  MA   Connect  with  us     hcp://www.linkedin.com/company/village-­‐mortgage-­‐company     4