Employee Benefit Program
Partner with HR departments for employee mortgage benefits
Overview
Employee mortgage benefits are one of the most underutilized marketing strategies in the mortgage industry. Companies of all sizes are looking for ways to attract and retain employees, and offering a mortgage benefit program is a unique perk that costs the employer nothing. The Employee Benefit Program System gives you everything to approach HR directors, present the program, and enroll employees. The HR director scripts show you how to frame the benefit as a recruiting and retention tool, not a sales pitch. The employer proposal templates give you professional materials that HR can present to leadership. The employee benefit flyers explain the program to workers in simple terms. The workshop presentation gives you a turnkey lunch-and-learn that educates employees on homeownership and introduces your services. A single mid-size company can have 50-500 employees, and even a small conversion rate generates significant loan volume. This system is especially effective in markets with large employers, manufacturing facilities, and healthcare systems.
What You Get
Everything included in this system
HR director prospecting scripts (manufacturing, healthcare, tech, retail, professional services)
Employer proposal template with ROI and employee satisfaction data
Employee benefit flyers (homeownership workshops, first-time buyer programs, refinancing benefits)
Workshop presentation for employee lunch-and-learn events
Implementation guide with employer research and program tracking tools
How It Works
Your path to results
Identify large employers in your market using the provided research framework
Approach HR directors with the benefit framed as a recruiting and retention tool
Present the employer proposal with data on employee satisfaction and financial wellness
Host employee workshops using the provided presentation and materials
Capture employee leads and nurture them through the homeownership journey
Perfect For
Who this system is designed for
Loan officers in markets with large employers and manufacturing facilities
Mortgage professionals who want to build a few large, stable referral sources
Brokers with access to first-time buyer and down-payment assistance programs
Anyone who enjoys group presentations and workshop-style marketing
Key Features
At a glance
HR director prospecting scripts
Employer proposal template
Employee benefit flyers
Workshop presentation
Implementation guide
Ready to Get Started
Employee Benefit Program
Partner with HR departments for employee mortgage benefits. Instant download. Start using it today.
Secure checkout via Cart32. Digital download delivered immediately.
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