FirstBank Booklet AL - Flipbook - Page 8
MARKETING
CRM
Our CRM, Total Expert, is stocked with product,
open house and loan scenario flyers, plus emails,
newsletters and social media graphics. Wow your
agents and business partners with co-branded
materials and stay top-of-mind with our automatic
and pre-built email campaigns.
SOCIAL MED IA
Social media is an undeniably powerful resource
in today’s world. At FirstBank, we have an online
marketing library for all your social media needs,
as well as tools that can post and maintain a social
media presence FOR YOU. Utilizing our custom
graphics consistently on your social media pages
will increase your online exposure, increase
engagement and save you time!
POST-CLOSE SURVEYS
All loan officers receive an Experience.com account
during the onboarding process. Experience
automatically sends surveys to borrowers once a
loan has closed. Your reviews are housed on one
convenient webpage where you can reply and
share to social media.
M A R K E T I N G REQUEST FORM
For all custom marketing requests, we have a
Marketing Request Form where all our loan officers
can request marketing materials to be created for
classes, events, sponsorships and more.
SWAG STO R E
Attending an event and need swag? Or maybe
you just want some for yourself? We’ve got you
covered! Loan officers can shop our FirstBank
online swag store. We have everything from pens
to polos. We make it easy and affordable for you
to rep your new company!
P E R S O N A L I ZED WEBSI TES
During the first phase of the onboarding process,
each new loan officer receives a customized
webpage with their photo, contact information,
customer reviews and application link. You have
the option to link to your social media pages.
