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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)

CONTACT US

corporatemarketing@s1l.com

idahomarketing@s1l.com

coloradomarketing@s1l.com

mountainmarketing@s1l.com

centralmarketing@s1l.com

pacificmarketing@s1l.com

All About Content

Veteran's Month
Veteran's Month
Local Ads
Local Ads
Spanish
Spanish
Holiday
Holiday

National Veterans &
Military Families Month

Synergy Store

New Items Include:

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  • Holiday Cards + Envelopes
  • We Heart Our Ops Team T-Shirts
  • We Heart Our Sales Team T-Shirts
  • Free S1L Journals With Any Purchase

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

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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
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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 —

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  • Position yourself as an industry expert
  • Content relevant to first time home buyers, referral partners, veterans, and more!
  • Posts out to your LinkedIn, Facebook, and Instagram every week
3 benefits of refinancing graphic
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Cash Out refi Graphic Synergy One Lending
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Video Templates

— Scale Your Video Content —

  • Get weekly marketing videos customized with your headshot / contact info!
Saving for a down payment
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Time for a bigger place graphic
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Talk to me today and get pre approved
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reENGAGE ENGAGE mobile photo
Get Cash From your homes Equity ith Ben Nelson graphic

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
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Wait... Live Events?!

Events Grants Opening BBQ
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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 8,000+ local community views 100+ RSVPs, and 80+ 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
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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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This Meeting's Almost
Fully Baked!

Anyone Need Seconds

Synergy One Lending, Inc.
© 2025
NMLS #1907235

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