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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

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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!

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.