Keep Your List!

Database, Loan Officer Marketing, Marketing, Social Media



Do you seem to start your career over and over every time you change companies or even careers? Stop. Keep your list! 

As a small business owner or sales professional it’s important to keep a list of your previous, current and potential future clients that you have established relationships with over the years. If you keep a list of contacts, it’s easy to stay in touch no matter what your future may hold.  Keep those relationships going with your list.  When you change companies, move or just want to stay in touch if you keep a list now you can. Even if your company provides a Customer Relationship Management System I still highly recommend you keep your own list. When you work for a large company most likely they have designated marketing department and has more resources then you do to stay in touch with customers. They are staying in touch as a company not as an individual. They do not know your client like you do. When you stay in touch on your own, your client will work with you. Why? They already know and trust you as a person not a corporation. 

There are many ways to keep a list of contacts. If you have the resources to pay for a professional CRM system on your own do that. If you can’t though don’t’ worry, I’m going to discuss a cheap and affordable way that anyone can make their own list today.

One often overlooked system to keep track of your network and keep your list is your current e-mail address book. If it’s Gmail, Outlook, or any other provider there is an address book. This address book has all the most important information you need. Name, e-mail, phone number, mailing address and even a section to add notes. It’s important to spend some time each week to update your e-mail address book, add contacts and fill in missing information for the contacts as you gather it.  Add notes use the address book professionally just because its free doesn’t mean it doesn’t work.  E-mail address books have an option to export these contacts to excel or CVS format. This is the universal format to import contacts into a contact management or e-mail marketing program. When you keep up with the address book this contact information is valuable and now you have a list. This contact list then can be simply imported into to an e-mail marketing program. There are many free programs such as I-Contact or Mail Chimp. These programs can be used to create a marketing campaign or an announcement. Whatever message you want your list to know you can create.  Next time you change companies, move or want to let your list know of your amazing new product it’s easy to stay in touch.  I know this may sound to simple, but let me give you a personal example of how my list

worked for me. 

“There is a loan officer I worked with 4 years ago at a mortgage company in Phoenix. Since meeting this loan officer I have changed companies twice and moved locations 4 times. This loan officer has always been on my list. A few months back this loan officer received my e-mail regarding social media marketing, and my business. Little did I know that this loan officer is now a Sales Manager for a Mortgage Company here in Phoenix. This loan officer who is now a sales manager was looking for marketing help. She replied to my e-mail and now we are teaching social media classes together to her Realtor Partners.” If I didn’t have my list or stay in touch, this opportunity would have not happened.

This is a real life example of how my list worked for me recently. 

Do you have story of your list? I would love to hear it?

Fill Your Buffer

Social Media


Fill up that buffer

BufferApp is a great social media tool that offers automated updates, analytics, and even content for your social media pages. The free version they offer is wonderful for a beginner on social media. The business and awesome upgrades offered are amazing but don’t worry about these options for now. The free version is all you will need to begin. This App is the first step to being noticed and consistent on social media. BufferApp is a time saver and an easy way to be sure you are always providing valuable information to your Fans and Followers.

This is how BufferApp works, instead of going to each of your social media profiles to post an update or share a story you can spend a few minutes a couple times a week loading your buffer that will automatically post for you. Go to and sign up. Once you sign up you can connect up to 4 social media pages. BufferApp allows you to load up to 10 posts to share on your social media profiles for free. This application allows you to sign into each of your social media pages to post content all at once instead of each individual social media profile. The BufferApp free version can post up to 10 items that you can schedule throughout the day or week to post. This application will be updating your social media profiles even when you do not have the time to do so.

I do not recommend just using BufferApp for your social media updates only. On Social Media you cannot just post some content automatically with BufferApp and assume all of a sudden you are popular online. You need to mix in updates on your own along with sharing any relevant stories or information you see daily that you want to share with your fans and followers. BufferApp is a great tool to begin building your social media following.
Lets say you load your buffer with 10 posts, and set up 4 posts a day you will be sure there is content being shared at least for a 2 ½ days on your social media pages. When you are away from social for a day or two BufferApp will still be posting the content for you. Social Media is evolving and everyday there is a new adventure. It may be a new product or service that you need to share, or a fan comment that turns into a sale. A part of your daily marketing activities needs to be monitoring your social media pages for opportunities. BufferApp will be sure that you have content being shared, but you need to create, engage, and respond. This tool can help your business product or service be successful online, but you need to remember that with social media marketing there will never be an app that will replace the personal connection you can give your customers. An app will not replace the hard work, passion and value you add to your clients. BufferApp is an amazing tool that will show you the way to be respected, relevant, and trusted on Social Media.

Create + Engage + Respond = Sales.
Please share your comments

Mateo Garcia

Add a New E-mail Contact Today

Loan Officer Marketing


Do you have some great marketing content or a great product but know one to market too? Do you have CRM and campaigns ready to go but no e-mail addresses? Before you spend money on buying a list or start e-mailing random strangers that don’t know you look in your existing e-mail inbox and contacts. This can be gmail, outlook, hotmail, or track down that password for your AOL account. There are many friends, family, previous clients or former co-workers that have already e-mailed you, know you, and most importantly you already have their e-mail address. If you are starting a new business or selling a great product you can begin building your database with these contacts. You may be thinking I don’t want to start spamming these people or send them unsolicited e-mails. I’m not asking you to do that. If these are contacts that you already know, and you have received an e-mail from them or they have sent an e-mail to you then there is at least some minimal or basic trust with the sender of the e-mail, you.
I would recommend sending an introductory e-mail to these contacts first to ask for permission to include in your database and e-mail campaign. I would start the e-mail with something simple like the example below.

“Hi there how are you doing? I hope things are going well. I want to let you know that I recently started a career ____selling homeowners insurance___would you mind if I occasionally e-mailed you some tips on ways to save on your energy bill, or some great recipes we found on Pinterest? Thanks again for taking the time to read this e-mail. If I can help you or anyone you know now or in the future it would be my pleasure. Have a wonderful day.”

If you send just an introductory e-mail before you start including these contacts on an e-mail campaign, and just be straight and to the point most of the contacts will not reply. If they didn’t reply then they didn’t say no. If you get any responses no, then at least they should be nice about it, because you asked permission. They will still see you as a professional and at the very least they know what you do now even if they did not want to receive your e-mails.
Adding existing contacts that are already in your e-mail address book, or inbox is a great first step to building a database and e-mail campaign for your business. Be sure to do what you promised do not send sales pitch material each month. It’s perfectly fine to include your business contact information, but be sure you e-mail content that is interesting, and helpful.
If you have any questions about building your database or how to get started with Social Media and Database Marketing e-mail us at or please leave a comment below.

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China’s mortgages pose risk to financial system


Originally posted on Global Risk Insights:

Zero-down payment mortgages in China suggest an increasingly risky Chinese financial system, with symptoms similar to those seen leading up to the U.S. credit crisis.

Home buyers all over China, from Guangzhou and Shenzhen in the south to Beijing in the north, are being offered zero-down-payment mortgages to cover their real estate acquisitions, recalling memories of the US subprime mortgages just before 2008.

According to Ding Shuang, senior China economist at Citigroup in Hong Kong, “the risk is severe for developers and third parties, because there is no commitment from home buyers. Zero down payment has appeared in the US before. It basically enabled unqualified people to buy houses.”

This practice, somewhere between the illegal and legal, is prompting the Chinese government to issue warnings in attempts at discouragement, heightening the sense that risk is brooding in China, where an oversupply of housing, still priced at levels higher than income permits, has made…

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