FinLocker Resource Center
FinLocker Customer Success Office Hours Wednesdays: 11am PST / 1pm CST / 2pm EST
The Customer Success team will be available to answer any question on your KeySteps or FinLocker-powered app.
Click here to register or join any call.
Click the title of each Resource page below to access the contents of that page
Introducing BuyerVision – Release 202508
BuyerVision is an innovative way to assess the mortgage readiness of your borrowers. Watch a Demo Video
View Consumer Instructions – we will be guiding consumers on the process within in the app, too.
How to incorporate BuyerVision into your process:
When you first obtain a new lead or prospect, give them the link to your landing page where they can review the various benefits of your FinLocker-powered app.
Step 1: Consumer creates account, enrolls credit & shares BuyerVision Report (takes less than 3 minutes for consumer)
Step 2: Loan Officer reviews shared BuyerVision Report before ordering and paying for a credit report
The average loan officer can avoid buying at least 5 credit reports each month – that saving pays for your FinLocker license.
Plus – now each of those early leads/prospects will get the full value/benefit of the FinLocker app and be directly connected to you for the duration of their homeownership journey.
You will receive ongoing insights into each of those leads/prospects – improving their ability to ultimately convert.
- Watch on YouTube a recording of the KeySteps launch to see an overview of the app and new features released on Sept 9
- KeySteps overview for consumers – watch on YouTube or Click on the 3 dots on the bottom right side of this video to download
- KeySteps registration process for consumers – watch on YouTube and Click on the 3 dots on the bottom right side of this video to download
- Videos explaining various use cases to distribute and use your FinLocker
- See how other loan officers are promoting their branded FinLocker app on Instagram and TikTok
- Social media videos on credit utilization and mortgage readiness for your social media
- Email signature
- Digital Business Cards
- Flyers
- First-time homebuyer workshop or webinar series outline
- Refinance homeowner workshop or webinar series outline
- Homebuyer Guide
- List of traffic sources to use your FinLocker as a CTA
- Example of marketing distribution created by FinLocker clients
Social Media Video Ideas
- App overview for consumers
- Videos to distribute your branded app on social media
- Video creation services
- How to co-brand your app with your top tier real estate agents.
- How to provide your realtors with a Digital Business Card to distribute your app to their clients.
- Create a co-branded flyer to enable realtors to distibute your app to their homebuyers.
Share this page with your real estate agents so they understand the value of your white-labeled FinLocker or KeySteps app:
- How to invite your Clients and Prospects to use your co-branded app
- Email journeys to invite clients and prospects to use your co-branded app
- Co-branded flyer that can be customized in Canva to distribute at open houses
- Video demonstrating how to invite consumers to create an account with you
- Video to show consumers how to create their account and select their homeownership goals
- Landing pages
- Email Journeys to enroll first-time homebuyers, turned down applicants and current homeowners through your CRM
- First-time homebuyer explainer video with script to create your own video
- Social Media playbooks
- Infographics – unbranded for your marketing
Product Videos
- Unbranded videos for your financial education marketing – great for enrollment landing pages, too!
Download 8 Ways Loan Officers Can Strengthen Relationships with Real Estate Agents
Download The Argument for Playing the Long Game to learn how to market to early journey first-time homebuyers
2024
Highlights of FinLocker Oct 2024 Release 202421
Enhanced Consumer Account Creation Page details the benefits of your app to consumers at all stages of homeownership. These landing pages are also personalized to the inviting loan officer.
Digital Business Cards are now emailed to you and/or the agent upon creation or update.
Click here to see the details of each new feature
Highlights of FinLocker Oct 2024 Release 202420
- A step by step guide to getting started in the Admin portal
- We made it easier for customers to start their application by giving mortgage originators the ability to post your Apply Now button on the Meet Your Lender tab
- Homebuyers can see the cost to purchase saved homes
Click here to see the details of each new feature
- Sept 9 – Live demo of FinLocker v4.2 to see the latest enhancements and preview new features. Watch on YouTube
- We made it easier for mortgage originators to:
🔥 Generate more leads
🔥 Nurture more homebuyers
🔥 Identify mortgage-ready prospects
🔥 Stay connected with your homeowners
🔥 Co-brand you app with realtors - Aug 5 – Success Stories: How Loan Officers use their FinLocker to Generate and Nurture Leads – Hear the practical tactics of 4 loan officers who are building their business leveraging their FinLocker-powered app. Watch on YouTube.
- May 6 – Watch the FinLocker 4.0 demo which was presented live on LinkedIn or YouTube.
- Feb 20 – Demo of enhanced the Admin Portal which provides visibility into the homeownership journey and the progress to readiness of every person in your customer database. Watch on Vimeo.
2023
- Sept 6 – Demo of the Homeownership Snapshot and Credit enhancements and how to co-brand your app with your top tier real estate agents. Watch on Vimeo.
- April 14 – Demo of the latest enhancements to the My Homeownership Snapshot and Scott Schang, Founder of FindMyWayHome.com, shares how he uses ChatGPT to create and repurpose content for early entry and first-time homebuyer. Watch on Vimeo.
- Feb 15 – Demo of latest FinLocker features & discussion on ways to distribute your FinLocker. Watch on Vimeo.