Estimated reading time: 3 minutes, 10 seconds

The Recruitment Package

The key to marketing is to make your company look different in a positive manner. When most people are interviewed, they rarely receive anything but directions to the office. Loan officer candidates are maybe offered a rate sheet and perhaps some flyers. Shouldn’t we have a professional presentation to attract a professional?

HershmanA recruitment/informational package will differentiate your opportunity in this regard. You can go over the packet with them or give it to them to review at their leisure.

Don’t reinvent the wheel. Your time is at a premium and should not be utilized in developing flyers or other materials solely for this purpose. The components of the package should be items already produced by your company. Start with reasons why someone should work for you and your company …this can become part of a flyer that can double as a flyer to mortgage targets with just a few modifications.

This flyer should address you, as well as the company, because you will become a mentor to these loan officers.

Here are some additional possible components of such a package:

  • General info flyer
  • Your personal brochure/flyer
  • Sample marketing materials
  • History of the company
  • Company mission statement
  • Internal company newsletter
  • Articles featuring the company
  • Benefit highlights
  • Key service and mortgage programs
  • Testimonials from present employees

Testimonials are a key. They help develop your uniqueness. Employees and customers saying it’s a great company and that you are a great mentor will have tons of credibility.

Remember, no recruiter says the company is mediocre when someone is interviewing with the firm. Recruiters all say that the company is great. You must provide the proof for differentiation. While it is always good to put a package in the hands of a prospect, today technology gives us the ability to present information in many different formats:

  • Recruitment slide presentation: a presentation derived from the recruiting package
  • Recruiting video: film short videos which can be posted online and shared through email, your websites, Facebook and more
  • Recruiting website: a page on your corporate site or a direct site
  • Facebook business page: Facebook business pages and others such as a LinkedIn company page can be formatted to approximate the look and feel of a recruiting website to which you can add to on a regular basis

Even if you feel comfortable with filming and PowerPoint, you should use a professional to put these together. Your goal is to attract professional loan officers, not turn them off. It is important to spend the time in recruiting meetings listening instead of talking. When the prospect has questions about your company, your recruitment package can do the talking for you.

Dave Hershman is Senior VP of Sales of Weichert Financial and the top author in the mortgage industry. Dave has published seven books, as well as hundreds of articles and is the founder of the OriginationPro Marketing System and Mortgage School–the online choice for expert mortgage learning and marketing content. His site is www.OriginationPro.com and he can be reached at This email address is being protected from spambots. You need JavaScript enabled to view it..

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