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Toolkit for Social Media Success

Probably everyone you know is using social media, whether it’s to search for a new job on LinkedIn or share information on Twitter about a local homebuyers seminar. Social media is a great way for mortgage lenders to attract new customers, reconnect with existing contacts, and stay top-of-mind with business partners. Plus, it can be fun.

With the right CRM at your back, you can automate most of your social media posts so you don’t have to be hands-on each time and can stay in regulatory compliance. These simple guidelines can help you explore social media channels safely and create social media campaigns to reach the right audience at the right time and with the right message. 

This quick guide covers:  

- How to create relevant and compelling content for your audience

- How to become an active poster and social community member

- The benefits to having your CRM and social media platforms work together

- Staying in compliance with federal and state regulations


Download the Quick Guide