Client newsletters
One useful, professionally written and branded newsletter each month, prepared for approval and distribution.
Back-book marketing
Turn settled clients into future opportunities.
A managed campaign system that helps your brokerage stay useful, relevant and easy to remember after settlement.
Written for your brandNo generic white-label blast presented as personal advice.
Prepared for approvalYour brokerage reviews recipients, claims and content before sending.
Measured simplyClear reporting on sends, engagement and response opportunities.
Core campaigns
The follow-up your client book has been missing.
Review campaigns
Structured invitations that help surface loan review, refinance, equity and investor conversations.
Referral campaigns
Natural, value-led communication that makes introductions easier without repeatedly asking clients for favours.
Reactivation
Reconnect with inactive or under-contacted segments using timely, relevant reasons to start a conversation.
Segmentation
Organise communication around useful client attributes and lending milestones—not one message to everyone.
Monthly reporting
Track campaign activity and engagement with a concise report focused on practical next actions.
Clear responsibilities
You stay in control of clients and compliance.
We prepare the strategy, copy and campaign assets. Your brokerage confirms the audience, consent status, compliance requirements and final approval.
New Age Marketing does not provide credit assistance or financial advice. Campaign content must be reviewed against your aggregator, licensee and internal requirements before distribution.
Before activation, we confirm:
- Approved CRM or email platform
- Database consent and unsubscribe handling
- Brand, tone and required disclosures
- Named campaign approver
- Contact limits and platform charges
- Reporting and response process
Process
Simple enough to run consistently.
1
Audit
Systems, database, consent, brand and gaps.
2
Plan
Segments, priorities and campaign calendar.
3
Approve
Copy and campaign assets prepared for review.
4
Optimise
Review engagement and improve the next cycle.
Make your database work harder.
Start with a review of your current follow-up, systems and quickest campaign opportunity.