Enrollment Resources

Videos

Watch this video to see how to invite consumers to create an account with you

Show consumers this video to see the simple process of creating an account with you and setting up their account with their homeownership goals

Watch a video that explains benefits of the app to first-time homebuyers

Download script to edit and create your version of the video

Email Journeys

4 Email Enrollment journeys for

  • “Not Yet Ready” homebuyers
  • Turned down applicants
  • Past Clients

Download file

3 Email Enrollment Journey

Audience: Recent mortgage turn-downs, soft declines counseled to not apply yet and formal rejections.

Download file

6 Email Enrollment Series

Audience: Leads and Prospects

Download file

 

First-time homebuyer locker enrollment email journey

Download file

Current homeowner locker enrollment email journey

Download file

Landing Pages

Landing pages provide your customers with additional information. Here are a few examples from FinLocker and our customers.

Create a landing page to provide customers with more information and links to download your app.

The concept is a strong call-to-action on social media posts and QR codes.

The landing page can be customized for individual loan officers with their photo, contact details and invitation code.

View the above landing page online

What’s A Mortgage created video social posts for Instagram and TikTok promoting their WAM Wallet app that informed viewers to go to their bio for the link to this landing page

What’s A Mortgage Get Started page

Social Media Playbooks

Attract Future Homebuyers

Download playbook

 

Attract First-Time Homebuyers

Download playbook

Attract Turned Down Applicants

Download playbook

Attract Homeowners

Download playbook

Infographics