First Step – Social Media Compliance

My Number One Goal:◦ To Drive 2 loans per month - per loan officer

from Social MediaHow?

◦ With Ongoing 20 Minute Webinars that are practical and actionable! Done!

Name Company Title Contact Information

◦ Branch Address NMLD ID # State Licensing Link to Licensing https://www.guaranteedrate.com/licensing.php Link to Disclaimer https://www.guaranteedrate.com/disclaimer.php Equal Housing Lender Click here to read our Social Media Policy -

http://grintranet.com/social-media-policy.php

Blogs or Websites Attorney – CFP – Other Business Relationships Chamber of Commerce Active Rain Zillow Trulia Redfin

Click here to read our Social Media Policy - http://grintranet.com/social-media-policy.php

1. Send to Kathy your Links to any Social Media, Websites or other Internet Pages to Verify Kathleen.buffo@guaranteedrate.com

2. Follow Kathy Buffo on Twitter https://twitter.com/#!/kmbuffo

3. Follow G-Rate on Twitter https://twitter.com/#!/GuaranteedRate

4. Connect With G-Rate on LinkedIn http://www.linkedin.com/in/guaranteedrate

1. Don’t forget to ALWAYS make NMLS ID # and state licensing information publically accessible Don’t post rates on any social media

2. Don’t provide clients personal information on social media i.e. “I just saved Mr. Smith $100.00/month on his re-fi”

3. Don’t use “absolute” termsi.e. “lowest rates. Guaranteed.”i.e. Never a closing costi.e. 10 days to close#1 Lender – unless it is publically stated.

4. Don’t forget to use your most current information- title, company, branch address- your NMLS ID # is correlated to the company branch address (auditors do check) on any internet related media

Click here to read our Social Media Policy - http://grintranet.com/social-media-policy.php

Don’t Do

Billy Burns

LinkedIn Presentation Get Connected -Monday April 2nd

5 Tips for Moving Social Media Leads into the Sales Funnel – Monday 16th

Using Twitter For Business – April 30th

Where to find me and connect:◦ https://www.facebook.com/DanaShautAtGuaranteedRate◦ https://twitter.com/#!/SocialRadioLive ◦ http://www.linkedin.com/in/danawilliamshaut Where to find these presentations:◦ All presentations will be stored and easily accessible on my

Slideshare account on my LinkedIn and Facebook Pages All Social Media questions should be posted to my wall Facebook

where everyone can learn together. Answers will be posted promptly and we encourage interaction and participation from everyone.

“2 Loans Per Month – Per Loan Officer!

I’m not going to stop until we get there!