Join Our Monthly Live Sessions

Next occurrence: Wednesday, Oct 8, 11am (CDT)

A Comprehensive Solution to Build & Nurture Your Pipeline

Loan officers nationwide are attracting new customers via social media, workshops, webinars. Creating this marketing takes time away that could be used to attend open houses, meeting with agents, and closing more loans.

To help loan officers save time, we get have created several AI-powered assistants tailored for loan officers to save time creating social media marketing, emails, SMS, images, webinar presentations and agent co-branding materials.

In this session, Ethan Vieaux will show you how to use attract homebuyers and homeowners using the AI assistants in the LO Growth Vault, included with every KeySteps subscription.

He will also explain how FinLocker nurtures homebuyers to achieve homeownership and helps homeowners maintain their mortgage readiness for a refi or future purchase.

Wednesday, Nov 12, 11am (CDT)

How to Expand & Strengthen Your Agent Networks

Real estate agents are the top referral source for 84% of loan officers. Since many first-time homebuyers connect with agents before loan officers, FinLocker's co-branded platform creates powerful partnership opportunities.

Join Adrian Hernandez to learn how co-branding FinLocker-powered apps like KeySteps with agents and nurturing "not-yet-ready" buyers will keep their agent (and you!) top-of-mind throughout their homeownership journey.

What you'll see:

  • Personalized agent landing pages that provide value propositions for buyers and homeowners
  • Digital business cards for each agent for sharing with prospects
  • Comprehensive mortgage qualification tools and property search in a secure environment
  • Direct client communication through the "Meet Your Agent" tab with personalized contact info
  • AI-powered home search helping agents find properties matching specific client preferences
  • Real-time alerts when homebuyers initiate searches, save properties, achieve mortgage readiness, and much more

You’ll also leave with the guide, 8 Ways Loan Officers Can Strengthen Relationships with Real Estate Agents.