Welcome to Draper and Kramer Mortgage Corp.

Hello and welcome to Draper and Kramer Mortgage Corp. We’re excited to have you join our team!  

Below is a list of items we’ll want to get started right away, but we will need your help to make them happen! Please complete this questionnaire in its entirety and submit any questions or comments you might have in the text box at the end. For any other needs, contact your onboarding coordinator or email marketing@dkmortgage.com.

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* 1. Enter your name: (to be used on all marketing items)

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* 2. Database: Do you have a contact database of clients, partners, and/or prospects that we can import into your Total Expert CRM account (provided for free)?
NOTE: Contacts should be provided in Excel spreadsheets (click here to download our template). Total Expert requires either an email address, phone number or complete address for each contact. First and last names are required.

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* 3. I’ve Moved Postcard: Select a front option for your mailer announcement. 
NOTE: Your contact database will be needed before mailing.

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* 4. I've Moved Email: Would you like us to send this email announcement to your contact database once your license is approved? Click here to view it.

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* 5. I've Moved Social Media Post: Would you like us to create a social media announcement to post on your social platforms once your license is approved?

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* 6. Photo: Do you have a high-resolution photo of yourself to be used in various marketing items?
NOTE: If you do not already have a headshot, we can set up a time to have some taken. If you're not in the Illinois area, the company will reimburse you up to $100 to get your own headshots taken.

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* 7. Photo: Upload your photo here, if applicable.

DOCX, DOC, JPEG, GIF, JPG, PDF, PNG file types only.
Choose File

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* 8. Bio: Do you have a bio that we can use for your website and other marketing items?
NOTE:  Click here to download our bio questionnaire.

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* 9. Bio: Upload your bio here, if applicable.

DOCX, DOC, JPEG, GIF, JPG, PDF, PNG file types only.
Choose File

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* 10. Testimonials: Do you have any past-customer testimonials that we can use for your website and other marketing items?

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* 11. Testimonials: Upload your testimonials here, if applicable.

DOCX, DOC, JPEG, GIF, JPG, PDF, PNG file types only.
Choose File

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* 12. Website: Your website will go live once your license has been approved/transferred. We'll include your photo, bio and any past customer testimonials that you provide. Please note any questions or comments in the text box below.

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* 13. Social Media Support: Which of these free social media services would you like us to provide for you? We currently support Facebook, LinkedIn and Instagram.

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* 14. Digital Application: Your DK Xpress (SimpleNexus) mobile app will be activated once your license has been approved/transferred.

DK Xpress is the name for both our mortgage process and our mobile mortgage app, which offer a wide array of features for you, your clients and your partners. Click here for an introductory video on the app, and click here to view a sample of the DK Xpress web portal. These work directly with Encompass LOS. Borrowers can apply through the mobile app or web portal, upload documents, e-sign disclosures and more.

If you have any questions about DK Xpress, enter them here:

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* 15. Loan Milestone Email Auto Campaigns: These automatic email campaigns we offer in Total Expert will update your borrowers and relevant parties as their loans reach each milestone. Please read the information below, then select which campaigns you would like us to activate. A sample of the campaigns is linked in the description. Choose one of the purchase options and one of the refinance options.

Purchase/Refinance Milestone Updates - view sample
  • Automatic loan status updates and information for current clients as their loan process progresses
  • A video version is also available (click here for an example of the videos)
  • Sent to the borrower, co-borrower, buyer’s agent, seller’s agent and loan officer
  • A version that excludes the seller’s agent is also available

  Video version - all contacts No Video version - all contacts Video version - excluding the seller's agent No Video version - excluding the seller's agent
Purchase In-Process Milestones
Refinance In-Process Milestones

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* 16. General Email Auto Campaigns: These automatic email campaigns we offer in Total Expert can help you convert leads and stay top of mind with your contacts. Please read the information below, then select which campaigns you would like us to activate (check all that apply). Samples of each campaign are linked in the descriptions.

Birthday - view sample
  • Automatic birthday greeting sent to the contact and you on the recipient’s birthday
Loan Anniversary - view sample
  • Automatic loan anniversary message and mortgage check-up offer sent to the borrower, co-borrower and you on the anniversary of their most-recent loan.
Weekly Expert Update - view sample
  • Automatic weekly email newsletter featuring bite-sized news snippets about real estate, mortgages, consumer finance and "water cooler" topics.
  • IMPORTANT: this campaign's high frequency (weekly) may result in more of your contacts unsubscribing from all your future market emails.
  • This weekly email is partner/realtor focused and will only be sent to those contact groups.

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* 17. Additional Email Auto Campaign: This monthly email campaign can help you keep in regular touch with your contacts. Please read the information below, then select which groups you would like us to activate (check all that apply). A sample is linked in the description.

Monthly E-Newsletter - view sample
  • Monthly compilation of the articles posted to your blog website each week. 

  All Contacts Prospects Clients Partners I will choose at a later time I do not want this turned on
Monthly E-Newsletter

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* 18. Additional Prospect Email Campaigns (Journeys) are available in Total Expert. These campaigns require you to manually add your prospects via Total Expert or Encompass.

General Prospect - view purchase & refinance samples
  • Includes wide-ranging information, check-ins and calls to action tailored to prospective borrowers
  • Consists of nine messages over 180 days for purchase prospects and nine messages over 161 days for refinance prospects
  • Activated by manually adding specific contacts to the appropriate Journey in Total Expert(purchase) or the Prospect section of Borrower Summary Origination screen in Encompass (purchase or refinance)
Preapproved Prospect - view sample
  • Shorter than the general prospect campaign and tailored to preapproved prospects
  • Consists of seven messages over 65 days
  • Activated by manually adding specific contacts to the Prospect section of Borrower Summary Origination screen in Encompass
General Agent Prospect Drip Campaign - view sample
  • Includes seven emails over 147 days with information about DKMC and our best products and services
  • Activated by manually adding specific contacts to the appropriate Journey in Total Expert
If you have any questions about Journeys, enter them here:

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* 19. Services: Please read the information below about services that we provide for you.

MBS Highway
  • Top features include: Mortgage market quotes, Daily video and transcript from Barry Habib, Mortgage payment and product comparison data (rent vs. buy, debt consolidation and more), Interactive charts, Text updates, Real time mortgage news, Marketing materials and easy shareable content
  • You can click here to explore MBS Highway.
  • We provide a 1 year membership to each Loan Officer. After 1 year, it will cost $25/month (charged to your marketing budget) unless you hit $10 million in sales.
Total Expert
  • Our CRM System
  • Simplified contact management
  • Automated engagement with clients, leads and other contacts
  • Manage communication across email, print, SMS, video, etc.
  • You can click here to explore Total Expert.

Please note any questions or comments in the text box below.

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* 20. Add-On Services: These optional services are available at company-negotiated subscription costs (deducted from your marketing allowance). Please select the ones you would like to subscribe to.

Vidyard Video
  • $30/month (charged to your marketing budget).
  • Record and send video messages to personalize and humanize your communications and build trust, convert leads and win referrals. Videos can be recorded from your computer or mobile device and sent to individuals or groups via email or text message. Vidyard integrates with Total Expert and other popular services.
RatePlug
  • $400/year (charged to your marketing budget).
  • Allows you to partner with your Real Estate Agents to provide home affordability information to every homebuyer they work with using the property search system they use every day.
Homebot
  • $150/month (charged to your marketing budget) for 500 contacts and $0.30 per contact over 500. Plus $10/month for each agent.
  • Homebot positions you as the financial expert by putting valuable home insights to work for you - not against you.
Mortgage Coach
  • $822/year (charged to your marketing budget).
  • Provides easy-to-understand home loan analyses to clients and partners on any device. Offers helpful graphs, charts, videos and audio recordings, allowing you to inform clients and establish trust through a transparent and educational experience. You can instantly update presentations on the go and get notified when your clients view them.
  • You can click here to visit our Mortgage Coach/DKMC YouTube channel which features our launch webinar and 5 workshop webinars
List Reports
  • $100/month (charged to your marketing budget).
  • Give you the ability to partners with real estate agents and offer an automated suite of listing marketing materials at no cost to them. Offers access to key statistics in your market, upcoming open houses and new listings to help you find and partner with new agents.

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* 21. Additional Add-On Services: These optional services are available at company-negotiated subscription costs (deducted from your marketing allowance). Please select the ones you would like to subscribe to.

Total Expert Customer Intelligence
  • $0.12 per client/month (charged to your marketing budget)
  • Your client’s activity will be tracked and you will receive alerts based on their activity:
    • Mortgage Credit Inquiry Alert: Your borrower’s credit is pulled by another lender.
    • Equity Alert: Your borrower has a minimum LTV of 80%.
    • Rate Alert: Your borrower’s current mortgage rate is at least 1% higher than current rates.
  • When an alert is triggered, your client will receive three auto emails from you. A copy of the campaign can be found here.
Total Expert Listing Alert
  • No charge
  • Similar to Customer Intelligence, you will receive an alert when your borrower has listed their home for sale on the MLS.
  • When an alert is triggered, your client will receive three auto emails from you. A copy of the campaign can be found here.

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* 22. Spanish Materials: Do you speak Spanish?

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* 23. Microsoft Bookings: Would you like the IT Department to set you up with Microsoft Bookings (a FREE scheduling tool that lets clients book appointments with you)?

Click here to watch a short overview video.

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