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Monthly Marketing Updates

Welcome To Our Monthly Marketing Deep Dive!

— September 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!

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Jessica
Overage/General Support

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

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Kennedy
Corporate/Idaho

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Dedra
Colorado/Utah

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Rylie
Texas I/Texas II

All About Content

Puppet Campaign

Three Synergy One puppets and Chase Majerus
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Synergy Store

New Items Include:

Synergy Store items
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Taking Advantage of Digital

1,000+
ADDITIONAL AVERAGE VIEWS PER MONTH

REVIEWS BLITZ

— Establish Trust and Credibility —

Reviews Blitz Mobile Image
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SOCIAL BLITZ

— Social Media on Auto-Pilot —

Social Blitz financial awareness screen shot image
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Video Templates

— Scale Your Video Content —

Video Blitz financial awareness screen shot image
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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?!

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Bring the community to you!

Tech Talk

S1 Connect

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Spanish Intake Mobile
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This functionality is still in beta.
Here are some points to note

  1. Spanish Loan Inquiry is not customizable. The initial intake is a portion of a complete application. Click here to see what questions are on the Spanish intake.
  2. Customers cannot switch between English and Spanish once the application or inquiry has been started.
  3. Currently, this feature is not available in the mobile app but is mobile responsive.

Coming Soon

— To The S1 Connect App —

Synergy 1 Connect - Connect chat
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Move Some Product!

Move-Ready Heloc

61
APPROVALS

  • 18 have reached closing
  • LO Referral Dashboard is LIVE

You must register via figure.com/leadportal

LO Dashboard
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Meeting's Almost Over...

Then Someone Asks A Question

Synergy One Lending, Inc.
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