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CASE STUDY

Melanie Hadley  
Vice President / Senior Loan Officer
Cornerstone Home Lending, Inc.

Automating Marketing to Focus on Building Personal Relationships

With OutboundEngine maintaining her social media presence and email marketing, Melanie has the time to focus on building and maintaining relationships with her network.

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Challenge

Melanie loves meeting her clients in person and putting a face to her name and mortgage services. For the last 18 years, she has made it a priority to be at every client’s home closing. It’s time-consuming, but it’s a favorite part of her job. “Everything can be done by phone and email, but it’s great to meet clients face to face,” she said.

In addition to attending home closings, Melanie fields inquiries and requests from prospects, current clients, and past clients. Juggling these responsibilities leaves little time to master the ins and outs of marketing, despite her best efforts. A few years ago Melanie started a business Facebook page but needed help with coming up with marketing content. She was overwhelmed with not only generating topics to write about, but making sure it was compliant. “I knew I wasn’t providing the content and service on my Facebook page to make people like it and refer to it.”

Solution

With Melanie’s days full of phone calls, home closings, client meetings, and all of the other day-to-day tasks on her plate, having her marketing taken care of was very important. Being sensitive to her audience’s interests, she also wanted the ability to control what content went out to her network. Melanie turned to OutboundEngine to help provide her network with interesting, compliant, and customizable content for customers no matter where they are in the home buying process.

Results

The regularly scheduled content allows Melanie to stay in touch with her network and track engaged customers. Her newsletter campaigns have been especially beneficial to her business. “Just this past week when my email went out, I got an email from a client whose life status has changed. She’s now married, and she and her husband want to buy a house. They reached out to me simply from the newsletter, which was awesome.”

CUSTOMER HIGHLIGHTS

  • Vice President / Senior Loan Officer
  • 19 years industry experience
  • Based in Austin, TX

COMPANY HIGHLIGHTS

  • Founded in 1988
  • Headquartered in Houston, TX
  • 2,000+ employees

Bottom line

With OutboundEngine, Melanie has time to build new relationships in person while staying in touch with her entire network online.

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