Marketing materials

At PLAN Australia, we’ve invested in our resources to provide our membership with a selection of pre-packaged marketing materials through Campaign Manager, our end-to-end support system for your sales and customer relationship management efforts.

You will have the ability to co-brand various marketing materials supplied by PLAN Australia and order the amount you want, when you need it. You will also have access to various fulfillment letters, online and print advertisement templates. Case studies are also available, based on members’ best practice.

Through Campaign Manager you can build the following marketing campaigns to help boost your business by combining various marketing materials which we have created exclusively for our members. Below are just a few sample campaign items exclusively to PLAN Australia members.

In helping our members to reach out to this target market, PLAN Australia has developed these customisable marketing materials.

Home buyer's guide

Use this quality colour guide book to build relationships with new and existing clients, and for lead generation. The guide provides an insight to the buying and lending process which readers will appreciate. It's full of information to help them make all the right choices. Ideal for first home owners, buyers and investors.

Local area marketing

Choose from six different products to help raise awareness of your brand and services in your local area. Personalise these products further by inserting a photo of yourself and editing selected text to suit your credentials. These products have been developed to help you target first home owners, investors and those seeking to refinance.

Poster

If you're looking to grab attention, why not use this poster and customise it with your company details. Display these posters at your office or during seminars/events to promote your business and service offering.

Leaflet pack and counter stand

Personalise these leaflets and display them in the complementing counter stand. Display this product either in your office or at your third party referrals offices (accounts, financial planners or real estate agencies) to encourage active home buyers to contact you for their free copy of the Home buyer's guide.

Client relationship

At PLAN Australia we understand that client retention is equally as important as getting new ones, so we've created these marketing materials to help you kick start your Client Relationship Management activities.

Mortgage news

This is PLAN Australia’s quarterly newsletter that you can customise before sending it via email or in the mail to your client database. It makes a good touch point to keep your name top of mind.

Postcards

Customers like to feel valued and not seen as just another paycheck. Therefore, sending something as small as a greeting postcard can create a positive impression on your client - showing that you care.

Property report voucher and flyer

With these versatile tools, find out who is in the market to buy, sell or invest by helping your existing and prospective clients with two of their key questions – "How much is my home worth?" and "How much is the home I want to buy worth?". The voucher and flyer encourage potential customers to contact you to redeem their free Residex Comparative Market Analysis (CMA) Report.

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Marketing materials