Mortgage Marketing Suite
for Credit Unions & Community Banks
Launch & Learn
Discover our new marketing suite, designed to supercharge your productivity and success!
: Wednesday, August 28
: Noon EST
Wednesday, August 28
- 00Days
- 00Hours
- 00Minutes
- 00Seconds
Empower Loan Officers: Streamline Marketing, Ensure Compliance.
A mortgage marketing suite is essential for credit unions because it streamlines the overall marketing efforts of loan officers while maintaining company compliance.
The modern day credit union loan officer should be empowered to build stronger relationships with THEIR clients and partners through consistent and effective communication marketing efforts.
Marketing Area For Loan Officers
Fully Customizable and 100% compliant. Choose what you want.
Direct Mail to Renters or Owners Mailbox through USPS Farming
Co-Branded Open House Flyers or Postcards linked to MLS
Print, Ship, or Download Easy to Edit Marketing Templates
Text Social Media Graphics Right to Your Phone and Post
Share Social Posts Directly to Facebook & Email Lists
Set it and Forget it Marketing for Milestones and Holidays
Single Property Websites
Personalized QR Codes
Stylized Community Reports
Plus
Set follow-up reminders and create task lists so you never forget the things you committed to doing. And we truly believe the fortune is in the follow-up!
- All features from Expand
- 0% transaction fee
- Unlimited products
- Unlimited administrators
- 3+ separate Thinkific sites
- Email white-labelling
- Single Sign On (SSO)
- Bulk Selling app
- Enterprise API access
- SOC2 Compliant
- Service Level Agreement 99.9%
- Dedicated Customer Success Team
- Multiple seats and tiered pricing checkout
Topics and Features Covered
Set-and-Forget Automations
Communicate all milestone types with ease.
Social Media Templates
Encouraging social posts that are fully compliant.
Open House Marketing
MLS integrations and realtor co-branding.
Admin Permissions:
Navigating what's "unlocked" for loan officers.
Direct Mailers
Market products or events through geo-farming.
PrintEase Marketing
Order prints online for easy, hassle-free delivery.
And Much More!
Who Should Attend
Stakeholders including but not limited to directors of lending, mortgage, or marketing.
*Recordings will be sent to those who register but cannot attend live.
We look forward to your participation and to helping you make the most informed decision when choosing your next mortgage-specific CRM.