Strategies for Your Success

At Metwest we believe that "the Strategies for Your Success" includes the ability to source new business partnered with a stronge on-line marketing campaign. Below you will find a wealth of resources to help you get started on your small-balance commercial path to success. Feel free to click on any of the links below and remember to bookmark this page for future reference.

Tips on Sourcing New Business

Sample Letters

Marketing Toolkit (E-Flyers)

Tips on Sourcing New Business

Opportunities for Small-Balance commercial loans exist on nearly every corner. The key is to know how to find these potential clients.

Metwest programs are designed for owner-occupied and investor properties. These borrowers can range from small business owners who want to purchase their own retail space to someone who is interested in buying an apartment building as an investment.

Existing Clients

Your #1 source for potential borrowers can be found in your existing client base. Start by contacting these existing clients and letting them know that you now originate commercial loans. Then, look to your past client files for a number of clues that they are ideal candidates for this program:

Review closed loans for Full Doc borrowers
Look at the R.E.O. section of 1003s for refinancing opportunities
Talk to clients who are small business owners such as lawyers and doctors

Finding New Clients

In addition to using the campaigns included in this toolkit to market to potential clients, you can also consult a variety of sources to find them.

Use the Internet. Get listed in local online directories or buy keywords and text links. Don't forget to say that you offer commercial loans from $100,000 to $1.5 million. Stated and Lite Doc Program available, Click Here for details.

Search Real Estate Listings. Look in commercial property listings for real estate contacts and financing opportunities. You can even purchase classified advertising in commercial property sections.

Research Small Business Owners. Search business directories for business owners you'd like to contact via phone or letter. You can also find other real estate attorneys, title insurance companies and realtors here. Visit People In-Person. In-person visits can be a memorable personal touch when it comes to discussing commercial real estate financing. Use one of the printed flyers included in this toolkit as a leave-behind.

Networking
Your professional relationships can represent hundreds of potential mortgage clients. They can also become strategic partners down the road:

Real estate agents
Certified Public Accountants
Financial Advisors
Bankers

Letters

Direct mail letters are an excellent way to reach potential clients on a more personal and professional level. By acting as a venue to explain the benefits and value of commercial lending, your customized letters are a powerful marketing tool, in addition to the e-marketing campaign. Hand-addressing letters or using a unique envelope can help make your letter stand out among the rest.

Below are a few sample letters that you can customize and send to your prospects. Simply click on the links below, and download the template letter for you to customize. Always make sure you leave the reader with a call to action or a message that you'll follow up within a week.

To Real Estate Professional

To Small Business Owner

To Potenial Clients