First-Time Homebuyer Workshop or Webinar Series
Refinance Mortgage Workshop or Webinar Outline
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Emails, Texts, Scripts, Social Posts to distribute your FinLocker app to Renters
Emails, Texts, Scripts, Social Posts to distribute your FinLocker to 18 different personas of homebuyers and homeowners
Digital Business Cards
- Log in to Admin portal: https://portal.finlocker.com/admin/auth/login
- Go to the Invites page
- Click on Link Invites
- Click the card icon in the Actions column (far right) to view or the down arrow to download the DBC
- If any information on the DBC needs updating, you can modify it in your Profile (top right corner). A new DBC will be emailed to you, or the realtor whose DBC you updated.
For iPhone users (and some Android users), simply hold down on the QR code or TinyURL to quickly open the registration page.
Co-branding your app with real estate agents
Share your app with your real estate agents. All of the consumers they invite will be added to your sales database in your Admin portal.
Download the Agent Co-branding Guide.
Download the instructions for the Agent to invite their clients to create an account. They will receive this information when they receive an email with the unique invitation URL.
Social Media
See how other loan officers use Instagram and TikTok to distribute their branded FinLocker apps.
If you’re new to social media, we recommend following these loan officers so the Instagram and TikTok algorithm starts to suggest more mortgage finfluencers to inspire your social posts:
What’s A Mortgage
Minh – Introducing WAM Wallet > https://www.instagram.com/reel/Cr17pTzJHoa/
https://www.tiktok.com/@whatsamortgage
Minh – Buy Now with Debt > https://www.instagram.com/reel/CsZ3J9rg73a/
https://www.tiktok.com/@whatsamortgage
Minh – AVM > https://www.instagram.com/reel/Csr3o58P6aQ/
https://www.tiktok.com/@whatsamortgage_/video/
Minh – Readiness > https://www.instagram.com/reel/CvOHF4lg_nc/
Minh – Student Loan Widget (LoanSense) > https://www.tiktok.com/@whatsamortgage_/video/
Minh- Achieve Your Homeownership Goals > https://www.instagram.com/reel/C2i0ANaPkpY/
Minh- Removing of PMI > https://www.instagram.com/whatsamortgage/C201mhFPj9p/
PRMG
Abdel – Launching Paramount Data Vault
https://www.instagram.com/reel/C2gZ7z8uuRu/
https://www.instagram.com/reel/C2lV6AjOo8y/
LeaderOne
Alice – Don’t need perfect credit > https://www.instagram.com/reel/C14oCeOL8fL/
Early engagement and overview > https://www.instagram.com/reel/C2fxk4yJOF1/
Credit impaired borrower story> https://www.instagram.com/reel/C2yJKFGLoah/
Credit simulator > https://www.instagram.com/p/C3AYUAYLPXz/
Guaranteed Rate
Sam – Credit Score > https://www.instagram.com/reel/CrwfNAXv0hx/
Sam – Get Ready post with QR code > https://www.instagram.com/reel/CreVHwFgVBT/
Eric – Get Ready post with QR code > https://www.instagram.com/p/CstKIgYo_zg/
Synergy One Lending
Josh and Travis – Budgeting > https://www.instagram.com/reel/CvsrPylME2u/
Flyers
Customizable loan officer flyer template
Create your own version in Canva with a free account.
Please copy the file into your Canva first, before making edits so the original file has the same elements for the next person.
Insert your personalized digital business card.
Customizable loan officer flyer co-branded with realtors template
Create your own version in Canva with a free account. Please copy the file into your Canva first, before making edits so the original file has the same elements for the next person.
Insert the personalized digital business card for each realtor so they can distribute your app to prospective homebuyers at open houses.
Personalized loan officer and team flyer
Personalized loan officer flyer with QR code which can go to a landing page with directions on how to download the app.
Two-sided flyer to inform customers about the app and to encourage account creation by providing the unique invitation code.
Create social media posts that can also be printed as flyers
Other Resources
Traffic sources to fill the top of your sales funnel
A Synergy One loan officer created this video to distribute his S1 FinFit app
FINANCIAL MOBILE APP – S1FINFit is changing the game!
Brian Vieaux hosted the live podcast with three successful loan officers who use social media to build their database.
Learn how to creating engaging social media content that resonates with prospective homebuyers which you can use to distribute your Lockers.
Recession Proof Ways To Expand Your Mortgage Sales Database
Growing Your Sales Pipeline: How Loan Originators Can Build a High-Value Network of Referral Partners
Learn where and how to connect with a diverse group of referral business partners.
The Argument for Playing the Long Game
Learn how to market to early journey first-time homebuyers.