White Synergy One TMME SVG Logo

Monthly Marketing Updates

Welcome To Our Monthly Marketing Deep Dive!

— November 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

Retail Marketing Manager

Special Guest

Travis Newton
VP, Production

Andrew Haberman - Digital Marketing Manager at Synergy One Lending

Andrew Haberman

Digital Marketing Manager

Jessica Council

Jessica Council

Retail Marketing Manager

And Our
Special Guest!

Travis Newton

VP, Production

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)

All About Content

National Veterans &
Military Families Month

Synergy Store

New Items Include:

Click to enlarge image

LIMITED TIME ONLY:
Purchase any swag from the company & recieve ONE FREE JOURNAL
 

CONTEST REMINDER:
Enter our Monthly Swag Drawing and win $100 Synergy Bucks to use on the Synergy Store.
Simply email a photo of yourself wearing, holding, standing, or sitting next to 1 item of Synergy Swag!

Taking Advantage of Digital

0 +
Additional Average Views Per Month

REVIEWS BLITZ

— Establish Trust and Credibility —

Click to enlarge image
Reviews Blitz Square Screenshit
Click to enlarge image
Reviews Blitz Square Screenshit
Click to enlarge image
Reviews Blitz Square Screenshit
Click to enlarge image

SOCIAL BLITZ

— Social Media on Auto-Pilot —

Click to enlarge image
3 benefits of refinancing graphic
Click to enlarge image
Cash Out refi Graphic Synergy One Lending
Click to enlarge image

Video Templates

— Scale Your Video Content —

Saving for a down payment
Click to enlarge image
Time for a bigger place graphic
Click to enlarge image
Talk to me today and get pre approved
Click to enlarge image

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
0 +
Additional Average Views Per Month

Wait... Live Events?!

Events Grants Opening BBQ
Events image

Bring the community to you!

TECH TALK

s1 Connect

Recent Enhancement
Reminders

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
Click image to enlarge
S1 Connect e-Sign 2
Click image to enlarge
S1 Connect e-Sign 3
Click image to enlarge

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 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
Click image to enlarge

This Meeting's Almost
Fully Baked!

Anyone Need Seconds

Synergy One Lending, Inc.
© 2024
NMLS #1907235