Resource Center Contents

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Preparing to launch your FinLocker

  •  Mobile documentation
  • Tips to white-label your FinLocker
  • Web Registration Login Page Customization Guide
  • Join the FinLocker Client Community Group on Facebook
  • Follow FinLocker on LinkedIn
  • Videos for internal use – persona use cases
  • FinLocker Fact Sheet

Latest FinLocker News

Distribution Resources

  • 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
  • Business cards
  • Flyers
  • landing page
  • First-time homebuyer workshop or webinar series outline
  • Refinance homeowner workshop or webinar series outline
  • Homebuyer Guide
  • Download guide Recession Proof Ways To Expand Your Mortgage Sales Database
  • Download guide How to Build and Expand a Strong Referral Network
  • List of traffic sources to use your FinLocker as a CTA
  • Example of marketing distribution created by FinLocker clients

Enrollment Resources

  • Video demonstrating how to invite consumers to create an account with you
  • Video to share with consumers to show them 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

Videos

  • App overview for consumers
  • Videos to distribute your branded app on social media
  • Video creation services

Product Videos

  • 14 unbranded videos for your financial education marketing – great for enrollment landing pages, too!

FinLocker Customer Success Academy webinars

2024

  • 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.

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. Click here to download the agent co-branding guide.
  • 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
  • Feb 15 – demo of latest FinLocker features & discussion on ways to distribute your FinLocker