Compatibility · Mortgage Lending
Business Development & Marketing
10 document types. Every file you add to this department is filed against one of them — that filing is what routes a question to the right document instead of searching a pile.
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Brand guidelines
A rulebook showing how the lender's name, logo, colors, and wording should appear across all marketing and customer materials.
What it’s used for
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Co-marketing agreements
A written contract between a mortgage lender and a real estate agent, builder, or other partner to share the cost of joint advertising.
What it’s used for
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Email marketing templates
Pre-written, reusable email layouts a mortgage lender sends to borrowers, past clients, and referral partners.
What it’s used for
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Loan officer bio templates
A fill-in-the-blank format for writing a loan officer's professional profile used on websites, flyers, and referral materials.
What it’s used for
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Open house flyer templates
A reusable single-page layout a loan officer fills in to promote a property's open house alongside financing details.
What it’s used for
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Prospecting scripts
A set of written talking points loan officers use when calling or messaging potential borrowers and referral partners.
What it’s used for
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Rate flyer templates
A reusable one-page layout loan officers fill in with current mortgage rates and terms to share with agents and borrowers.
What it’s used for
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Realtor partnership materials
A packet of materials a mortgage lender uses to build and maintain referral relationships with real estate agents and brokerages.
What it’s used for
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Referral partner materials
Handouts and marketing pieces a mortgage lender gives real estate agents, builders, and other referral sources to send business its way.
What it’s used for
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Social media compliance guides
A rulebook telling mortgage loan officers and marketing staff what they can and cannot post on social media.
What it’s used for
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