White Synergy One TMME SVG Logo
Christmas Trees Circle
Cruising on a scooter Santa Clause

Cruising Toward The Holidays

Holiday Marketing Deep Dive

— December 2021 —

Today's Presenters

Tim Wagner

Chief Marketing Officer

Karissa Rhodes - Marketing Specialist at Synergy One Lending

Karissa Rhoads

Marketing Manager

Andrew Haberman - Digital Marketing Manager at Synergy One Lending

Andrew Haberman

Digital Marketing Manager

Andrew Haberman - Digital Marketing Manager at Synergy One Lending

Andrew Haberman

Digital Marketing Manager

Jessica Council

Retail Marketing Manager

Special Guest

Travis Newton
VP, Production

Jessica Council

Jessica Council

Retail Marketing Manager

Eric Capehart - Director Of Digital Mortgage of Synergy One Lending

Eric Capehart

Director Of Digital Mortgage

We Got Ya Covered!

Jessica Council at Synergy One Lending

Jessica
Council

Overage / General Support

Kennedy Alvaro at Synergy One Lending

KENNEDY
ALVARO

Corporate (CA)/Northwest (OR/WA)/Idaho

Dedra Adair at Synergy One Lending

Dedra
Adair

Colorado / Utah

Rylie Frederick at Synergy One Lending

Rylie
Frederick

Texas I (KS, OR, TX)/ Texas II

Ashlyn Faulker at Synergy One Lending

Ashlyn
Faulkner

Pacific (AZ, CA, FL, NV, OR, WA)

All About Content

Custom 2021 Holiday Videos

Let It Snow

deck the halls

Submit our Video Request Form by Dec 15th and we’ll take care of the rest!

S1L 2021
Wrapped

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Round out the year with our #S1LWrapped social story!

Contact your Regional Marketing Coordinator for customization.

Synergy Store

New Items Include:

Synergy One Store Items December 2021
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LIMITED TIME ONLY:
Purchase any swag from the company & recieve ONE FREE JOURNAL
 

Taking Advantage of Digital

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REVIEWS BLITZ

— Establish Trust and Credibility —

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Reviews Blitz Square Screenshit
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Reviews Blitz Square Screenshit
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Reviews Blitz Square Screenshit
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SOCIAL BLITZ

— Social Media on Auto-Pilot —

Give your Self A Gift Social Blitz Graphic
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3 benefits of refinancing graphic
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Did you Know Graphic
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Video Templates

— Scale Your Video Content —

Saving for a down payment
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Mom and Daughter snuggled up in the winter graphic
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Brandi Cardena's pre-approved graphic
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Re Engage Campaign Image
Seen over 7000 times by his past clients, referral partners, and prospects
Engage Campaign Image
Seen over 41000 times by his past clients, referral partners, and prospects

ENGAGE
Prospective, Local
Community Advertising

  • Targeted, local advertising to prospective clients and potential referral partners in your community
  • Grow your personal brand in your local community
  • Increase referrals/solidify partner relationships

re:ENGAGE
Hyper-Targeted,
Local Advertising

  • Grow repeat and referral business
  • Targeted, local advertising to past clients and referral partners from your database
  • Increase referrals/solidify partner relationships
  •  
  • Adoption Rate 21%

ENGAGE
Prospective, Local
Community Advertising

  • Targeted, local advertising to prospective clients and potential referral partners in your community
  • Grow your personal brand in your local community
  • Increase referrals/solidify partner relationships
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Additional Average Views Per Month

Wait... Live Events?!

Events Grants Opening BBQ
Synergy One Marketing Social EventsEvents
3 paid event promos, 9 organic event promos across all Loan Officers and Branches in last 6 months

Bring the community to you!

TECH TALK

S1 Connect

One-off eSign Documents

S1 Connect users will have the ability to upload and documents into a Docusign portal for LO and Borrower signature

S1 Connect e-Sign 1
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S1 Connect e-Sign 2
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S1 Connect e-Sign 3
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Redesigned Agent Dashboard

  • The partner web portal has had an update to the overall experience with redesigned top and left navigation controls. The entire experience now more closely matches our Loan Officer experience and makes it easier to understand and navigate the site.
S1 Connect Agent Dashboard
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Copy and Move Documents

If the borrower uploading documents has more than one loan application setup, a few other options will be available in addition to the already existing ones:

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COMING SOON:
Web Interface Refresh

  • The main borrower web landing page is getting a facelift! The UI has been a source of confusion on the borrower and client level of the current calls to action on the page, so we are working towards improving and clarifying that as we can.
S1 Connect Refresh
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S1 Heloc

Max loan amount has increased to $300,000

REMINDER: Loan Officer referral links can be generated at figure.com/leadportal

Eligibility and Loan 11.15.21
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Any Questions For
The Hardworking

Marketing Elves?

Synergy One Lending, Inc.
NMLS #1907235