Outline An Introduction to Market Advantage Basic Information Ordering Customized Marketing Collateral Ordering Promotional and other Material Question Period

An Introduction to Market Advantage

In today’s competitive mortgage business, you need an edge when you communicate. Prospects, as well as existing clients, are looking for companies that understand them and communicate with their needs in mind.

An Introduction to Market Advantage To help facilitate One to One communication, Market Advantage has the tools to make customized marketing collateral simple and easy for you to use. Market Advantage is your personalized marketing collateral and promotional material support centre. Discover how to use this simple tool to enhance your business opportunities.

Basic Information

Accessed via the iDesk system No additional username or password required Shopping cart based, one stop shopping Bilingual support and easy to use Going Live February 4th, 2007

Basic Information

Ordering Customized Marketing Collateral

1.From the Market Advantage homepage, click on the ‘Marketing on Demand’ button This will open a browser window with the customized marketing collateral interface.

Ordering Customized Marketing Collateral 2. Enter a Job Name and select the product category you would like to use a template from

Ordering Customized Marketing Collateral 3.Choose the subcategory of job that you would like to make. Some categories have more options then others.

Ordering Customized Marketing Collateral 4. Choose the specific template that you would like to use for this project

Ordering Customized Marketing Collateral 5. Enter in any special information that the system requests from you for use on the template. Not all templates require additional information

Ordering Customized Marketing Collateral 6. Click ‘Save’ to view your changes to this project. When you are happy with your changes, click ‘Next’ to continue

Ordering Customized Marketing Collateral 7. The back of the item will be displayed for your review, and may require your input like the front. Enter info as necessary and click ‘save’, and then ‘Next’ to continue.

Ordering Customized Marketing Collateral 8.A verification page appears showing the front and back of your item and prompting you to review your work before continuing.

Ordering Customized Marketing Collateral 9. Check the previews carefully to ensure they do not have any mistakes. When you are confident that you want the items to print as shown, mark the check box off on the page and click ‘Next’ to continue.

Ordering Customized Marketing Collateral 10. The site will now confirm your address and provide pricing for the item that you have selected based on the quantity that you indicate. Click ‘Next’ to continue.

Ordering Customized Marketing Collateral 11. Having approved your job and provided all of the necessary information, you can now add the item to your shopping cart. This will take you back to the Market Advantage Homepage where you can continue adding items to your cart or proceed to the checkout.

Ordering Promotional and other Material

1.Find an item that you would like to purchase (using the search function or browsing by category) and click it to bring you to the product details page.

Ordering Promotional and other Material 2. Select any options associated with the item (such as size or language) from the drop-down box, and click the ‘add to cart’ button.

Ordering Promotional and other Material 3. If you would like to purchase additional items, continue shopping – the shopping cart will remember what you have selected to purchase.

Ordering Promotional and other Material 4. When you are ready to place your order click on ‘view cart’. This will bring up a listing of the items in your shopping cart. Click the ‘Final checkout’ button to begin the checkout procedure and complete your purchase.

Question Period