Maximum Exposure


We know that 70% of purchase borrowers find their lender through a referral from a realtor or from their sphere of influence. Our marketing machine makes sure that your referral partners see you everywhere and become their lender of choice.

The best part? It works - and you don't have to work it. We run it on your behalf.

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We send 13 touchpoints in 30 days, you increase your referral partner network by 30% in three months and double your purchase volume in eight months.

1. Collision

Initial Contact: Meet a potential referral partner at an open house, the grocery store, a Facebook group, etc.


2. Social Media Connection

On average, people spend 2 hours and 24 minutes a day on social media. Meet them where they are and build trust quickly.


3. Notecard

One of the best ways to show gratitude and make people feel special is by sending a handwritten notecard in the mail. It sounds basic it is. It works because most people don't do it.


4. Cookie

This is where it get's really sweet (pun intended). A cookie will be sent on your behalf to your referral partner's home. To say referral partners love it is an understatement.

"How cute is this? I love when people go the extra mile these days..." - Elizabeth

"Thank you for the treat that came in the mail today! I look forward to working with you and Princeton Mortgage soon." - Kathy

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5, 6, and 7. Postcards

Mail tends to be more effective than email – but is more expensive (good thing Princeton covers this cost). Direct mail is making a comeback, because there is less of it today than ten years ago. You are actually more differentiated with snail mail today. We find the best results with a combination of mail and email.

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8, 9, 10, and 11. Email

Following the cookie and each postcard delivery an email will be sent on your behalf to your referral partners. We spend a ton of time writing these emails. Our goal is to make them as valuable (solve a problem or make them feel good) and customizable as possible.

Read some examples of our email content.


12. Social Media Retargeting

As soon as the first postcard hits their mailbox, referral partners will start receiving Facebook and Instagram Princeton Mortgage ads in their personal social feeds. They will start to see Princeton everywhere - mailbox, inbox, social feeds. It is hard for you not to be top of mind.

13. Phone Call

The most valuable touchpoint is a face-to-face interaction - your first touch point, the second most valuable touchpoint is a phone call. The final step is a phone call to ask for a meeting. 


Best of the best: Marketing technology that works

You will have access to industry-leading technology:

  • Total Expert

  • Simple Nexus

  • Encompass

  • Sales Boomerang

  • MBS Highway

  • Social Survey

Customized Marketing Collateral

Use our marketing platforms to search and select customized marketing collateral in minutes or work with our team to create custom pieces specific to your needs. Collateral includes:

  • Open house flyers

  • Co-branded flyers, mailers, brochures, and postcards

  • Direct mail design, printing and mailing

  • Print ad design

  • Complete event set up including promotional items

The Princeton App

The Princeton App is a one-stop shop for borrowers to calculate how much they can afford, look for homes, apply, upload documents and more!

Co-brand the app with referral partners for additional reach and distribution

Post Closing and Referral Partner Gifts

Giving gifts has been noted to be an important part of human interaction - it helps people form strong emotions connections. Princeton makes it super easy:

  • Post-Closing gifts for borrowers

  • Seasonal gifts for referral partners and prospective referral partners

Automated Email Marketing

Our marketing system is fully integrated with our LOS (Encompass), allowing you to manage communication without ever having to leave your LOS. Automated email campaigns include:

  • 13 in 30 (Referral Partner Prospecting Campaigns)

  • Post-Close Campaign (five year campaign to Borrowers and Referral Partners)

  • Current loan status - what it means for the Borrower and what to expect next

  • Homebuyer tips for every stage of the buying process

  • Automated communications for Birthdays, Newsletters, Market Updates

The Cookie

Who doesn't love getting a cookie in the mail? It's kind of what we are known for:

  • All borrowers will receive a cookie sent to their home after they are pre-approved (purchase) or after disclosures have been signed (refi)

  • Referral partners receive a cookie as as part of our 13 in 30 campaign

Social Media Coaching

People work with people they know, like, and trust and are in the FLOW with. Social media is one of the easiest ways to stay in FLOW with your sphere of influence and referral partners. Princeton provides:

  • Daily social media nudges

  • Personal social media coaching to increase your engagement and exposure

See what our Loan Originators are saying

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Lisa Sullivan

I came to Princeton because I wanted to have a voice. I loved the idea of the culture, the transparency, but what really pushed me over the edge was the cookie. As simple as it sounds, it has made a huge difference in my business.