Marketing Approval Process
Marketing approval must be completed for EVERY request, even if approved on the projected budget for the year. We use the approvals for tracking and managing the process. Please follow these instructions when a request is needed:
Marketing Request Instructions
Business Card Order & Re-Order form - email this form to [email protected]!
All requests are to be emailed to [email protected]
Marketing Portal
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!
Mortgage Tidbits
Lunch & Learn Presentations
Reminder: These are for Real Estate Agents and other real estate professionals. Only when noted is a flyer for use with consumers.
Lunch & Learn Presentations
These are ready to use presentations for Realtors and Consumers. These could easily be completed using Microsoft Teams, too! As always, prior to actual use, all materials should be reviewed for updated information that may be needed AND for compliance approval!
Lunch & Learn #1 - Assisting Divorced or Separated Clients
Presentation (power point) - Assisting Divorced & Separated Clients
Script - Assisting Divorced & Separated Clients
Reference material - (Not for Distribution)
All Agency Divorce Related Topics Comparison
Lunch & Learn #2 - Credit Issues - Fact vs Fiction
Presentation - Credit Issues - Fact vs Fiction
Script - Credit Issues - Fact vs Fiction
Reference Material - (Not for Distribution)
Agency Lien, Judgment & Tax Matrix
MTP - Consumer Guide to Freeze Credit (can be distributed to Agents)
MTP - Credit Myth vs Credit Fact (can be distributed to Agents)
MTP - Credit Report mistakes (can be distributed to Agents)
MTP - Credit Issues - Am I Ready to Buy? (can be distributed to Agents)
Lunch & Learn #3 - Gifts & Gifts of Equity
Presentation - Gifts & Gifts of Equity
Script - Gifts & Gifts of Equity
Reference Material - (Not for Distribution)
Agency Comparison Gift Funds & Gift of Equity
Interested Party Contributions
MTP - Gifts (can be distributed to Agents)
Lunch & Learn #4 - Solutions for Clients with Student Loan Debt
Presentation - Solutions for Clients with Student Loan Debt
Script - Solutions for Clients with Student Loan Debt
Reference Material - (Not for Distribution)
Student Loan Repayment - All Agencies
Lunch & Learn #5 - Top 20 Questions before buying a home (geared to consumers!)
Presentation - Top 20 Questions buying a home
Script - Top 20 Questions buying a home
Reference Material - (Not for Distribution)
How to Host a Great Home buyer Seminar
Lunch & Learn #6 - Top 20 Questions for First Time Homebuyers (geared to consumers!)
Presentation - Top 20 Questions for First Time Homebuyers
Script - Top 20 Questions for First Time Homebuyers
Reference Material - (Not for Distribution)