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Monthly Marketing Updates

Welcome To Our Monthly Marketing Deep Dive!

— October 2021 —

Today's Presenters

Tim Wagner

— Chief Marketing Officer —

Karissa Rhodes - Marketing Specialist at Synergy One Lending

Karissa Rhoads

— Marketing Manager —

Eric Capehart - Director Of Digital Mortgage of Synergy One Lending

Eric Capehart

— Director Of Digital Mortgage —

Andrew Haberman - Digital Marketing Manager at Synergy One Lending

Andrew Haberman

— Digital Marketing Manager —

Jessica Council

Jessica Council

— Retail Marketing Manager —

We Got Ya Covered!

Jessica Council at Synergy One Lending

Jessica
Council

Overage / General Support

Kennedy Alvaro at Synergy One Lending

KENNEDY
ALVARO

Corporate / Idaho

Dedra Adair at Synergy One Lending

Dedra
Adair

Colorado / Utah

Rylie Frederick at Synergy One Lending

Rylie
Frederick

Texas I / Texas II

Ashlyn Faulker at Synergy One Lending

Ashlyn
Faulkner

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

CONTACT US

corporatemarketing@s1l.com

idahomarketing@s1l.com

coloradomarketing@s1l.com

mountainmarketing@s1l.com

centralmarketing@s1l.com

pacificmarketing@s1l.com

All About Content

Holiday
Holiday
Loan Limits
Loan Limits
Jumbo
Jumbo
Heloc
Heloc
TE Emails
TE Emails

Line Up for TMME

Studio Etiquette

Synergy Store

New Items Include:

October 2021 Synergy One swag
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  • Holiday Cards
  • Drawstring Sport Packs
  • Throw Blankets
  • Magnetic Backed Name Tags
  • 2" Waterproof Stickers
  • SPF 15 Lip Balms
  • Black Stress Balls

COMING SOON: Beanies, Socks, Long Sleeve Tees, and Athletic Pants!

Taking Advantage of Digital

1,000+
ADDITIONAL AVERAGE VIEWS PER MONTH

REVIEWS BLITZ

— Establish Trust and Credibility —

  • 5-star reviews are redistributed as animated motion graphics
  • Top reviews automatically pulled and published for you
  • Animated reviews posted each week on your social accounts
Reviews Blitz Mobile Image
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SOCIAL BLITZ

— Social Media on Auto-Pilot —

Dont get left in the dark when your house shopping Halloween graphic design
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  • Position yourself as an industry experts
  • Content relevant to first time home buyers, referral partners, veterans, and more!
  • Posts out to your LinkedIn, Facebook, and Instagram every week

Video Templates

— Scale Your Video Content —

  • Get weekly marketing videos customized with your headshot / contact info!
Buying a home with Synergy One Halloween graphic design
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reENGAGE ENGAGE mobile photo

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

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

4,000+
ADDITIONAL VIEWS PER MONTH

Wait... Live Events?!

Events image

Bring the community to you!

  • Get more face-to-face interactions with Realtors® and local community members?
  • Give us the details for your next event and we’ll promote it with targeted social ads to collect RSVPs in your local community!
  • Works great for Grand Openings, Grand reopenings, and Agent events.
  • Our last branch Grand Opening promotion brought 11,000+ local community views, 217 RSVPs, 71 Eventbrite tickets and 75+ attendees

TECH TALK

s1 Connect

Recent Enhancement
Reminders

  • Automated Task and Application completion reminders.
  • Spanish Intake Form
  • Team/Borrower Chat

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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Experience.com

Agent Surveys

  • Both the Buyer’s Agent and the Listing Agent can now be sent post-closing surveys in addition to the Borrower and Co-Borrower

Encompass
Toggle

  • To control survey deployments, a section of toggles has been added within the LO Input section of Encompass
Click image to enlarge

S1 FinFit App

Overview

Use S1 FinFit to manage your financial accounts, get your free credit score, credit report and monitoring, plan a household budget to meet your financial goals, and securely store financial documents. You can start your home search in the app when you are mortgage ready – and the app can even let you know when you’re ready!
  • Establish financial goals, create budgets, and track progress.
  • Credit monitoring powered by TransUnion.
  • Notifications on changes in credit score and credit alerts.
  • Track banking, credit cards, auto loans, student loans, retirement, and investments.

Budget and Goals

Understand what you are spending and where. Track your spending by categories and drill down into subcategories. Select from several financial goal categories and create plan to achieve goals specific to your financial situation. You can receive alerts if you are off track or confirmation if you are on track.
S1L App budgets dashboard
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S1L App accounts dashboard
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Account Monitoring

Your S1 FinFit dashboard summarizes important financial information such as: account balances, transactions, net worth, credit score, cash flow analysis, estimated home value, spending analysis, offers and promotions from Synergy One Lending, and an information center with personal finance articles and videos, all in one place.

Home Affordability

Prepare for home ownership by planning for a down payment, establishing reserves, managing your debt-to-income ratio, improving or maintaining your credit, creating loan scenarios through our calculators, establishing your projected loan-to-value, and more. Visit the readiness assessment in your app to see a snapshot of your credit overview, debt-to-income ratio, cash reserves, employment, down payment, and sales price.
S1L App affordability dashboard
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S1L App property value dashboard
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Track Home Values

Track your home’s value and see your equity. See what homes in your neighborhood are selling for. By comparing real estate data and your current mortgage details, S1 FinFit is able to provide a snapshot of your home’s financial value.

Meeting's Almost Over...

Then Someone Asks A Question

Synergy One Lending, Inc.
© 2026
NMLS #1907235

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