1. VIP Executive Advisor Information for Mortgage Lending Decision Makers Print in the Mix The important role print can play in your sales and marketing efforts Presented by Bill Doehler President & CEO Concord Companies © Vantage Production, LLC Tuesday, September 22, 2015

2. VIP Executive Advisor Information for Mortgage Lending Decision Makers Welcome and Introduction Torry Burdick SVP, Product Marketing Vantage Production Bill Doehler President & CEO Concord Companies PRINT IN THE MIX Webinar © Vantage Production, LLC

3. VIP Executive Advisor Information for Mortgage Lending Decision Makers To dial in To ask questions If you can’t hear us, please call the number on your invitation email or dashboard. We’re using a phone line, not mic & speakers. Housekeeping PRINT IN THE MIX Webinar © Vantage Production, LLC

4. VIP Executive Advisor Information for Mortgage Lending Decision Makers Print in the Mix The important role print can play in your sales and marketing efforts PRINT IN THE MIX Webinar © Vantage Production, LLC

5. VIP Executive Advisor Information for Mortgage Lending Decision Makers Today’s Agenda PRINT IN THE MIX Webinar © Vantage Production, LLC  Universal Objectives  Universal Challenges  Marketing Channels  Quality Counts  Why Mail?  Examples  Q&A

6. VIP Executive Advisor Information for Mortgage Lending Decision Makers Bill Doehler has a “Help some people – Have some fun – Make some money” business philosophy that has enabled him to be a trusted resource, and a respected adviser to companies ranging from Fortune 100 firms to one person enterprises. A lifelong entrepreneur, he sold his first venture at age 26 to a publicly-traded company. Founding and leading Concord Companies is the culmination of Bill’s 32-year commitment to providing best-fit solutions to his clients across the ever-changing spectrum of printed and digital communication technologies. Leveraging his unique ability to “connect the dots” between emerging technologies and real-world business concerns, Bill is the epitome of a hands-on manager, and he is, more often than not, personally involved in ensuring successful completion of your projects, and exceeding your expectations. Introduction Bill Doehler President & CEO Concord Companies PRINT IN THE MIX Webinar © Vantage Production, LLC

7. VIP Executive Advisor Information for Mortgage Lending Decision Makers Universal Objectives  Acquisition  Prospecting  COI’s  Retention  “Relationing”  Referrals  Ask & Acknowledge PRINT IN THE MIX Webinar © Vantage Production, LLC

8. VIP Executive Advisor Information for Mortgage Lending Decision Makers  Relevance  A moving target  Incentive  Mind share  Spend  ROI Universal Challenges PRINT IN THE MIX Webinar © Vantage Production, LLC

9. VIP Executive Advisor Information for Mortgage Lending Decision Makers Channels PRINT IN THE MIX Webinar © Vantage Production, LLC

10. VIP Executive Advisor Information for Mortgage Lending Decision Makers Channels PRINT IN THE MIX Webinar © Vantage Production, LLC

11. VIP Executive Advisor Information for Mortgage Lending Decision Makers Quality Counts! PRINT IN THE MIX Webinar © Vantage Production, LLC

12. VIP Executive Advisor Information for Mortgage Lending Decision Makers Color Consistency PRINT IN THE MIX Webinar © Vantage Production, LLC

13. VIP Executive Advisor Information for Mortgage Lending Decision Makers The Blues… PRINT IN THE MIX Webinar © Vantage Production, LLC

14. VIP Executive Advisor Information for Mortgage Lending Decision Makers The Blues… PRINT IN THE MIX Webinar © Vantage Production, LLC

15. VIP Executive Advisor Information for Mortgage Lending Decision Makers The Blues… PRINT IN THE MIX Webinar © Vantage Production, LLC

16. VIP Executive Advisor Information for Mortgage Lending Decision Makers “Touchy – Feely” PRINT IN THE MIX Webinar © Vantage Production, LLC

17. VIP Executive Advisor Information for Mortgage Lending Decision Makers Who is mailing? PRINT IN THE MIX Webinar © Vantage Production, LLC

18. VIP Executive Advisor Information for Mortgage Lending Decision Makers Self-Promotion  Active  Phone calls  Events  Passive  Campaigns!  “Set-it and forget-it”  One-offs do not work – ever! PRINT IN THE MIX Webinar © Vantage Production, LLC

19. VIP Executive Advisor Information for Mortgage Lending Decision Makers VIP Campaign Examples  Consumer  Referral Partner PRINT IN THE MIX Webinar © Vantage Production, LLC

20. VIP Executive Advisor Information for Mortgage Lending Decision Makers PRINT IN THE MIX Webinar © Vantage Production, LLC

21. VIP Executive Advisor Information for Mortgage Lending Decision Makers PRINT IN THE MIX Webinar © Vantage Production, LLC

22. VIP Executive Advisor Information for Mortgage Lending Decision Makers PRINT IN THE MIX Webinar © Vantage Production, LLC

23. VIP Executive Advisor Information for Mortgage Lending Decision Makers Summary of Benefits  Relationing  Mind share  Soft sell  Print ROI  Best channel in retention  Auto-pilot frees up time for active promoting PRINT IN THE MIX Webinar © Vantage Production, LLC

24. VIP Executive Advisor Information for Mortgage Lending Decision Makers Question & Answer More Questions? Please contact your VIP Account Manager at (800) 963-1900 PRINT IN THE MIX Webinar © Vantage Production, LLC

25. VIP Executive Advisor Information for Mortgage Lending Decision Makers Want to learn more? Call (800) 963-1900 or visit www.VantageProduction.com Thank you for attending PRINT IN THE MIX September 22, 2015 Bill Doehler, President & CEO Concord Companies