KeySteps, by FinLocker, provides ALL loan officers with a complete engagement solution to grow and retain business
Brian Vieaux
Helping Loan Originators Reach, Assist, Engage & Nurture Homebuyers With The Best Personal Finance & Homeownership App | Co-Author Rethink Everything:You Know About Being A Next Gen Loan Officer | CMB | 30K Connections
KeySteps Package
KeySteps is a secure, all-in-one financial wellness app to help consumers establish positive financial habits to qualify for a mortgage and sustain homeownership. Homebuyers are provided with tools, resources and guidance to help them build and monitor their credit, save for their costs to close, pay down debt, overcome their financial challenges, improve their mortgage eligibility, find the right home for their budget, improve their financial literacy, and grow their household wealth.
As a marketing tool, the KeySteps app can be used as a call to action on social media, email, open house flyers, and workshop invitations to generate homebuyer and homeowner leads. Your KeySteps will be branded with your headshot and contact information to stay top-of-mind and connected to your consumers throughout their homeownership journey.
Insulated Property Search
KeySteps has integrated the homegenius Real Estate property search, so homebuyers never need to leave the app to find a home within their price range and desired neighborhood.
When homebuyers save a property, they’ll receive an estimated monthly payment based on the current 30-year interest rate and advice on budgeting for the home purchase. They’ll be notified when the price changes and how this affects their monthly mortgage payment.
Loan officers and their real estate agents (if referred from a co-branded app) are also notified when a consumer saves a property.
Co-Branding with Realtors
Build and enhance your strategic real estate partnerships with co-branding opportunities.
Each subscription includes a digital business card for each realtor and unlimited unique links to give to real estate agents to distribute your app to their propsects and clients.
Success Tools
Amplify your marketing using the FinLocker Resource Center.
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Data Insights
Know the homeownership goal of every consumer user in your pipeline and receive real-time alerts when a consumer:
Subscribe to KeySteps: $175 per month
Distribute unlimited KeySteps apps to consumers with the license
Unlimited partner real estate agents for co-branding
Access to FinLocker Resource Center for lead generation, social media, video and email content
$175 per month with Unlimited Contacts
KeySteps provides tools, data and resources to:
?? Connect with homebuyers earlier in the process, where it matters most
?? Accelerate mortgage readiness of first-time homebuyers
?? Recover turned down applications with personalized action plans that help them overcome their financial challenges
?? Insulate customers in your sales database from triggering actions that alert the competition and expose homebuyers to unwanted third-party ads
?? Supports your clients for life program to keep you top of mind for future transactions and referrals