Tools for Success

Marketing That Gets You Noticed

  • Dedicated In-house Marketing Team – Our Marketing team provides what you need to grow your business.
  • Marketing Materials – Everything from custom pieces, to email campaigns, post cards, flyers, social media, videos; all the tools you need to be successful.
  • Online Services – Personalized websites tailored to your style while leveraging the Service First brand, and a robust CRM system for easy-to-use partner and borrower communications.
  • Online Stores – Get what you need when you need it by ordering your branded promotional items and personalized business supplies simply and easily with our online print and promo stores.

Technology to Keep You Up-To-Date

  • Integrated LOS: User friendly, easy to use, and provides status views throughout the lending process.
  • Contact Management System: Our system can help you stay in touch with prospects, in process borrowers, and closed borrowers. Our turnkey system will help you automatically send quarterly mailers and closing gifts, while notifying you of customer birthdays straight to your Smartphone. It will also send loan status updates to the borrowers from the in process to the closed status!
  • Search Engine Optimized (SEO) Websites: Our loan officer websites have SEO capabilities that will drive traffic to your website and enhance your search engine visibility.
  • Tax Return Analyzing System: Our software analyzes the most complicated tax returns and provides you with an accurate income.
  • Dashboard Accounting: Down to the loan officer level.