Welcome to the Retail Website!
Have a Marketing Idea?
Have a Marketing Idea?
All ideas are welcome! You never know what the next big idea is or where it will come from. If you want to run an idea past someone to see if it is even feasible, email [email protected]
Recently Approved Marketing Ideas
Marketing Policies
Here are what other branches have going on this year!
Advertising & Marketing Policy
Social Media Acceptable Use Policy
Examples of Unacceptable Advertising
Marketing Info - Discounts & Closing Cost Credit Campaigns
Marketing Approval Process
This process is to be used for review of any marketing material that requires compliance review. Please note that there are 2 paths available. Please use the path for approval that fits your scenario best. All marketing must be submitted using this process.
Option #1 – Compliance review PLUS Budget Approval
This will be used when the material in question will generate a cost for the marketing being reviewed. This could include, but is not limited to: pamphlets, signs, yard signs, shirts, sponsorships, billboards, banners, etc.
Step 1 – design concept in Canva
This will allow the compliance person to see the design that will be used and confirm that the appropriate information is being used and any disclaimers that are needed.
Step 2 – complete the Marketing Request Form located on www.myfsbretail.com under the Marketing page.
Step 3 – email to [email protected] supporting documentation, including the design that was put together in Canva, any invoices and other documents that pertain to the request. An invoice or quote must be included for budget approval!
Step 4 – The marketing will be reviewed by compliance and be approved for budget. This may take 24 – 48 hours.
Step 5 – The Branch Manager & person submitting (if different from the BM) will be notified when the request is approved or if compliance requested any changes prior to approving the marketing.
Option #2 – Compliance review only (marketing does not have any costs)
This is typically flyers and pamphlets, although may include realtor seminars or other marketing ideas, too.
Step 1 – design the marketing piece in Canva.
Step 2 – send design to [email protected] The design will be reviewed to determine if it has all needed details and for the design quality.
Step 3 – Design will be sent to the compliance department for approval. Keep in mind that this can take up to 24 – 72 hours.
Step 4 – Upon approval of the design, the submitting person will be notified that the marketing piece has been approved and is ready for use.
Marketing Request form is now an ONLINE form!!!! Under the Marketing tab, you will find the NEW Marketing Form to complete!
Business Card Order & Re-Order form - email this form to [email protected]com
Marketing Portal & Other Marketing Tools Links
The link for the marketing portal is: Login – FSB Marketing
This can only be accessed using the Edge browser. This portal will never provide a password. Users must visit the portal and click on Lost Password the first time they visit.
Use this site to order personalized flyers!
OSI - use this site to prepare Open House flyers for your agents and builders! You can even prepare Refinance comparison flyers for your borrowers. To request a log in, email [email protected]
to visit the site follow this link: OSI Home Page
Mortgage Tidbits
The documents are left in Word format which allows the LO to add their information and picture to the flyer. The flyers are designed for Real Estate Agent Marketing, but may be used to assist consumers, as needed to help educate, too. We do ask that the information contained in the flyer is not adjusted. If you feel the information is not accurate, for some reason, contact Mortgage Support and they will research and determine if a change is warranted. The doc will not open right away, you must save it first and then it will open for you!
How Important is Owners Title Insurance
Negative Credit - When are you ready?
Second Home or Investment Property
Understanding Foreclosure Redemption Periods
Conventional Acceptable & Unacceptable Cash Reserves
FHA Gift Funds - Who Can Gift?
Conventional-Derogatory Waiting Periods
Exemptions from VA Funding Fee
FHA & Interested Party Contributions
FHA Escrow Holdback for Repairs
Home Possible Mortgage Highlights
Manufactured Homes - Conventional
USDA Non-Traditional Tradelines
Protecting Your Borrowers from Loan Scams
Second Homes and Rental Income
VA Benefits for Same-Sex Couples - added 2/8/2022
VA Seller Concessions - added 2/8/2022
Verifying Your Credit Report - added 2/8/2022
Veterans Guide to Purchase or Refi during COVID-19 - added 2/8/2022
Who Qualifies for VA Loan - added 2/8/2022
Who Qualifies for an IRRRL - added 2/8/2022
2022 Marketing Ideas for Loan Officers!
Ready to start a marketing campaign, but need a few ideas to get your plan together? Explore these ideas and pick the one or two that work best for you! These ideas are from industry experts and include insight from FSB. If you have any campaigns that have worked for you, feel free to email your ideas to [email protected] for us to include here!