THE MODERN MORTGAGE TM EXPERIENCE Synergy One Lending, Inc., NMLS 1907235. 3131 Camino Del Rio N 150, San Diego, CA 92108. Toll Free #: (888) 995-1256. Synergy One Lending, Inc. is licensed in the following states: AK, AL, AR, AZ, CA- Licensed by the Department of Financial Protection and Innovation under the California Residential Mortgage Lending Act., CO, CT, DC, DE, FL, GA- Georgia Residential Mortgage Licensee., HI, IA, ID, IL- Illinois Residential Mortgage Licensee., IN, KS, KY, LA, MA-Licensed by the Massachusetts Division of Banks as a Broker and Lender as #MC1907235, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ- licensed by the N.J. Department of Banking and Insurance, NM, NV, OH, OK, OR, SC, SD, TN, TX, UT, VA, WA, WI and WY. All Loans are Subject to Credit and Property Approval. Equal Housing Lender. www.nmlsconsumeraccess.org S1L042163
S1-CONNECT The Modern Mortgage ExperienceTM
• Manage your pipeline with real-time notifications • Allow borrowers to apply anytime, anywhere • Safely upload and eSign loan documents • Receive digitally verified assets, income, and employment • Pull and review your borrower’s credit directly in the app • Integrated with Encompass, Optimal Blue, Total Expert & more!
TOTAL EXPERT
Automate the Customer Journey
• Leverage data to drive customer engagement • Build stronger relationships with your referral partners • Humanize the Client Journey • Integrated with Encompass, Optimal Blue, BombBomb, Zillow and more!
MORTGAGE COACH Present Total Cost Analysis to Borrowers • Provide enhanced borrower loan advice RENT
OWN
$925K HOME
• Present personalized side-by-side loan comparisons • Deliver transparency that enables the client to make the best decision for their home loan • Integrated with Encompass, Optimal Blue and Experience.com!
LOANBEAM RENT
OWN
$925K HOME
• Income calculation and verification technology automates the complex and time consuming process of income calculation
MMG
Position Yourself as a Market Expert
• Receive daily expert guidance directly from the mobile app • Demonstrate your expertise to clients, prospects and referral partners • Become the go-to mortgage market expert
EXPERIENCE.COM Collect Customer Feedback
• Receive reviews from your clients automatically after closing • Have 4.5+ star reviews auto-posted to connected social accounts • Get reviews automatically published on your personal website
HOMEBOT Maximize Repeat and Referral Business • Help clients understand their home equity • Offer personalized home finance insights/ personalized financial tips for your clients • Strengthen partner relationships through co-sponsored agents feature • Provide value beyond the loan transaction
PLUG IN TO YOUR NEEDS S1L is defined by Speed, Ease & Expertise™ • Jungo • MonitorBase
S1 FINFIT Create Customers for Life • Prepare clients to buy their first home • Empower clients to understand their financial well-being
REVIEWS BLITZ Establish Trust and Credibility
• 5-star reviews are redistributed as animated motion graphics • Top reviews automatically pulled and published for you • Animated reviews posted to your social accounts S1L_21_TravisNewton_VPProductionAnnouncement_S1L112117
SOCIAL BLITZ Social Media on Auto-Pilot • Position yourself as an industry expert • Content relevant to first time home buyers, referral partners, veterans, and more! • Automatic posts on your LinkedIn, Facebook, and Instagram every week
VIDEO BLITZ Scale your Video Content
• Get weekly marketing videos customized with your headshot and contact information!
RE:ENGAGE
Hyper-Targeted, Local Advertising • Grow repeat and referral business • Targeted, local advertising to past clients and referral partners from your database • Increase referrals/solidify partner relationships
ENGAGE
Prospective, Local Community Advertising
• Grow your personal brand in your local community • Targeted, local advertising to prospective clients and potential referral partners in your community • Increase referrals/solidify partner relationships
LET’S CONNECT! TRAVIS NEWTON NMLS #269195 VP, Production
@travis-newton tnewton@S1L.com Synergy One Lending, Inc., NMLS 1907235. 3131 Camino Del Rio N 150, San Diego, CA 92108. Toll Free #: (888) 995-1256. Synergy One Lending, Inc. is licensed in the following states: AK, AL, AR, AZ, CA- Licensed by the Department of Financial Protection and Innovation under the California Residential Mortgage Lending Act., CO, CT, DC, DE, FL, GA- Georgia Residential Mortgage Licensee., HI, IA, ID, IL- Illinois Residential Mortgage Licensee., IN, KS, KY, LA, MA-Licensed by the Massachusetts Division of Banks as a Broker and Lender as #MC1907235, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ- licensed by the N.J. Department of Banking and Insurance, NM, NV, OH, OK, OR, SC, SD, TN, TX, UT, VA, WA, WI and WY. All Loans are Subject to Credit and Property Approval. Equal Housing Lender. www.nmlsconsumeraccess.org S1L042163