A DIGITAL RESULTS MARKETING AGENCY
I founded BSM Vault in 2017, with the goal of helping entrepreneurs and sales leaders in the mortgage and real estate sector, to grow and scale their businesses using smart digital marketing strategies. It is that special sector focus, combined with a will to succeed and a passion for customer experience that has driven BSM Vault to where it is today.
ALEX CARAGIANNIDES | FOUNDER
WHAT WE DO We offer a complete solution for mortgage professionals to book more qualified appointments and close more purchase loans!
HOW WE DO IT We use the power of Facebook, Google, and digital marketing to generate capture and convert more leads online into booked appointments.
HOW WE’RE DIFFERENT We’re a full-service digital marketing and social media agency built specifically to serve Branch Managers, Loan Officers, and Mortgage Brokers.
WHO THIS IS FOR
BSM Vault specializes in helping entrepreneurs and sales leaders in the mortgage and real estate sector. It is our goal to help Branch Managers, Loan Officers, and Mortgage Brokers expand their business through digital marketing and social media. On the left are some of the amazing companies we have partnered with.
YOUR CHALLENGE Leads are the lifeblood of your business. So, of course you want a steady and predictable supply of them. Trouble is, without the right support, the job of guaranteeing that supply can be complicated, time consuming and costly.
LACK OF SUPPORT
Let us take control. We offer a comprehensive, end-to-end service model where we do it all, so you can focus on what you do best: Selling! We want to take your business to the next platform of success.
We create predictable, scalable and profitable leads and sales for the clients we serve!
TEAM STRUCTURE Our agency approaches all clients as a team. Our campaigns have the support of multiple team members on the inside. Everything we do here is tailored and customized for optimal success together.
SALES & OPS SUPPORT
DIRECTOR OF STRATEGY
CLIENT SUCCESS MANAGER
CLIENT ACQUISITION SYSTEM
SOCIAL MEDIA ADVERTISING
LONG FORM APPLICATIONS
CALL CENTER FOLLOW-UPS
STEP 1: ADVERTISING
CONTENT Proven ad copy and images that are winners from years of testing and proven to get opt ins to our offers. TARGET AUDIENCE Precise targeting to bring in high quality prospects in your desired areas using our seasoned Pixels.
RETARGETING Retargeting ads to help bring in leads that didn’t opt in.
STEP 2: LONG FORM APPS
CUSTOM Customized long form applications for your campaign, location and target market.
DISCOVERY 10+ questions that are asked within our long form applications.
FILTER Disqualifying on less than 620 self reported credit score.
The information we gather from lead form responses makes it easier to narrow down solid, quality leads, filter out unqualified leads, discover when a buyer is ready to purchase, and discover new partnership opportunities.
John Doe email@example.com
CONTACT INFO TIMELINE CREDIT SCORE REALTOR
STEP 3: FORM RESPONSE
NOTIFICATIONS Automated text & email notifications sent right to you.
DATA STORAGE Google spreadsheet automatically updated with all info.
LEAD THE LEAD Thank You page designed to push leads to making a scheduling an appointment.
STEP 4: LEAD NURTURING We have fully customized lead nurturing sequences to ensure your contact rate is as high as possible. These sequences consist of voicemail drops, texts and emails. Typically lasting for 3-week periods with a contact rate of approximately 60-70%.
On the left is an example of one of our lead nurturing texts going out to our leads.
STEP 5: BOOK LEADS Our call center efforts are designed to turn interested leads into booked appointments. Leading them on the road to the application process, getting pre-approved and closing on their home.
THINGS TO KEEP IN MIND • All plans are charged on a month-to-month basis. We have no contracts. We believe in performance-based relationships.
• Due to the length of sales cycles, we recommend at least 3 months to see the full scope of results.
• These are NOT referrals; follow-up is key to make this work. And the longer our campaigns are running, the more exponential growth and ROI you will receive. • Exclusivity Policy (25 miles) If we have no one in your city/state, we will cover the entire area until we do have someone.
DEDICATED ACOUNT MANAGER
GO HIGH LEVEL CRM
CALL CENTER TEAM
SOCIAL BRAND AWARENESS
LEAD CAPTURE GUIDES
TEXT & EMAIL CAMPAIGNS
We provide an extensive list of services to all our clients, regardless of which package you choose. These are our baseline services designed to create a foundation and support all efforts to bring you quality leads.
25 MILE EXCLUSIVITY
PACKAGES & PRICING
Leads & Social Branding Package
Leads, Social Branding & SEO Package
Online Dominance Package
** No Contracts – All Packages Above Are On A Monthly Recurring Retainer **Page 1 Page 2 Page 3 Page 4 Page 5 Page 6 Page 7 Page 8 Page 9 Page 10 Page 11 Page 12 Page 13 Page 14 Page 15 Page 16 Page 17 Page 18 Page 19
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