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Monthly Marketing Updates

Welcome To Our Monthly Marketing Deep Dive!

— January 2022 —

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 (AR, KS, MO, OR, TX)/ Texas II

Ashlyn Faulker at Synergy One Lending

Ashlyn
Faulkner

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

All About Content

Ultimate Homebuyer Handbook

Contact your Regional Marketing Coordinator for customization.

Puppet Videos

Title Here

Title Here

S1L 2021
Wrapped

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Round out the year with our #S1LWrapped social story!

Synergy Store

New Items Include:

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Taking Advantage of Digital

First Time Homebuyer Focus Ads

First Time Home Buyer focused ads graphic
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First Time Home Buyer focused ads graphic
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Additional Average Views Per Month
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REVIEWS BLITZ

Reviews Blitz templates
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Additional Average Views Per Month
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New Year, New Video Blitz Templates!

— Scale Your Video Content —

Video Blitz Template Screenshot
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Video Blitz Template Screenshot
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Video Blitz Template Screenshot
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TECH TALK

Renters Advantage

Borrower enters monthly rent expense into the loan application via S1 Connect

Borrower opts into Verification of Assets (VOA) report

DU uses the data observed in the VOA report to match recurring rent payments over 12 months to rent amount entered in URLA

Rent payments are incorporated in borrower’s credit assessment. Outcome is documented in the DU Underwriting Findings Report.

S1 Connect

Share App for Team Members

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

Team share S1L Connect App screenshot
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COMING SOON:
New Loan Experience for Partners

  • A new partner loan experience gives partners an easy-to-understand single view for improved visibility into loan progress. The updated experience includes access to Dynamic Pre-Qualification Letters, status totals for requested documents, and current loan milestone status.
Partner view S1L Connect App screenshot
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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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Meeting's Almost Over...

Then Someone Asks A Question

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