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Your Marketing Action Plan

The Marketing Action Plan is your go-to resource for new social posts and tips/best practices designed to help you grow your business.

For Internal Use Only. Not For Use In New York. Contact your FMC for updated captions.

Social Content

March 1-8

Renovations That Increase Value

Looking to enhance your home's appeal and functionality? These 5 upgrades can make a meaningful impact:

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Homeowners, tax season is here! Don’t miss these potential deductions*:

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ADU

Want to keep family close while still giving everyone their own space? An Accessory Dwelling Unit (ADU) could be the answer! An ADU is a self-contained living space on your property — like a guest house, basement apartment, or converted garage. Whether you’re creating a place for aging parents or adult children, or looking for extra income, an ADU has plenty of benefits like:

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Spring Into Savings VA

Help your VA clients save and close more deals this spring! With PrimeLending’s Spring Into Savings Buydown Program, a limited-time 1-0 temporary buydown* on VA purchase loans, we’re reducing the effective interest rate and mortgage payments for the first year. Plus, I can combine this offer with our No VA Lender Fees** promo to stack their savings.

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Buying with $0 Down

A $0 down payment mortgage can be a great option for buyers who want to become homeowners sooner without needing a large upfront investment. Like any loan, it has benefits and things to consider.

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Costs Included in Renovation Loans

Imagining your home after a renovation is fun. Stressing over how you pay for renovations, not so much. A renovation loan can help by covering the purchase price (or current home value if you’re refinancing) and renovation costs. Depending on your loan type, this may include:

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Spring Homebuying

The housing market is all about supply and demand. And traditionally, both those numbers start to climb during the Spring. More homes on the market are a good sign that demand for homes is high. Plus, the more homes that hit the market, the more you may have to choose from.

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March 9-15

Time to Upsize

Did you know over 50% of mortgage purchases were made by first-time buyers in 2023* — the highest share in over a decade. That means even in a competitive market, new buyers are finding ways to make homeownership happen.

Here are three ways you can be successful in today’s market:

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FAQ: Fixer Upper

Buying a fixer-upper can be an exciting opportunity to create a home that truly fits your style, afford to buy in your desired neighborhood and build equity for the long run. Here are some things to consider:

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Reno for Summer

Spring is the perfect time to kick off a backyard renovation, so you can relax and entertain in your upgraded space this summer. Two of the most popular backyard enhancements are outdoor kitchens and pools — each with its own perks:

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Homeownership & Long Term Wealth

Some homeowners have seen their property values grow significantly — in fact doubling over the last 10 years*.

Why does this matter for you?

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Spring Homebuying Season

Spring is here, and so is the busy homebuying season! If you're thinking about buying a home, now is the time to prepare. Here are three key steps to set yourself up for success.

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March 16-22

Spring Into Savings

For a limited time, save on your mortgage with our Spring Into Savings Buydown Program. This 1-0 temporary buydown* lowers your effective interest rate and payments during the first year of your FHA, VA, or USDA loan, making homeownership more affordable.

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FAQ: Credit

Your credit score plays a big role in your mortgage approval and the interest rate you qualify for. A higher score can give you access to better rates and loan options, but even if your credit isn’t perfect, buying a home is still possible. The first step is knowing your score — checking your credit report helps you see where you stand. From there, small improvements like making on-time payments and reducing debt can help boost your score over time. No matter your credit situation, there are loan programs designed for a variety of buyers. Your credit score is just one piece of the puzzle, and I’m here to help you find the right mortgage option for you. DM me start a conversation about getting approved.

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Go Green

This St. Paddy’s Day, we want to help you find small ways to be a little greener every day; they may even help you save some green along the way. Here are a few tips to get you started:

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Wait to Buy?

Waiting for lower rates may not be the best move, here’s why. When rates drop, more buyers jump into the market, driving up demand — and often, home prices. Even with a lower rate later, a higher purchase price could mean a bigger mortgage payment in the long run.

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Building Mistakes

Building a home is an exciting opportunity to create a space that fits your lifestyle perfectly. But it’s not without potential challenges. Here are three mistakes you’ll want to avoid:

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Spring Home Maintenance

Spring is here, and it’s the perfect time to freshen up your home inside and out! Here are a few easy ways to get your home ready for the season:

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March 23-29

Shoot Your Shot

Want to win AND go home? I have your financial game covered! With an all-star team of mortgage professionals at your disposal, I can assist you in scoring the perfect mortgage. Shoot your shot and let’s make your financial journey a slam dunk! DM me to get started.

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Closing Cost vs Cash to Close

"Closing costs” and “cash to close” may sound like the same thing, but when it comes to your mortgage, there are important differences.

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Renovation

As America’s Renovation Lender, we’ve simplified the financing process by rolling mortgage and renovation costs into one loan. Whether you're purchasing a fixer-upper or making improvements to your current home, we offer a variety of programs to help fit your needs.

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Leverage Equity

Your home equity could be the key to unlocking financial flexibility and new possibilities! If you’ve built up equity in your home, here are some ways you can put it to work:

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Which Builds More Wealth

Homeownership isn’t just about having a place to live. It’s about investing in your future. When you rent, you're paying to live in a home or apartment, but that money isn’t working for you. When you own a home, your monthly payments help you build equity — essentially a financial stake in something that can grow in value over time. As you pay down your mortgage and your home appreciates, you’re building wealth that can be passed down for generations.

What could the cost of renting vs. the cost of buying look like for you? See the difference for yourself with my free renting vs. buying calculator

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March 30-31

Spring House Hunting Checklist

Ready to spring into a new home this season? Use this checklist to get moving:

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ARM

Thinking about an Adjustable-Rate Mortgage (ARM)? Here’s what you need to know!

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Create your own social media posts using the provided canva template links.

Fall Festivals

There’s nothing better than fall in [city name]! Every year, I make sure to stop at these local festivals:

  • List

Did I miss any? If you know of a fun area festival, drop it below.

Fall Festivals

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Best Outdoor Patios

We better get out and enjoy our patios in [city name] while we can! I like to cheer on the [fave football team] at [place]. If you like to take your fur baby with you, [place] has an amazing dog-friendly patio. Have recommendations? Let me know where your favorite patios are in the comments.

Best Outdoor Patios

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Recruiting Content

At PrimeLending, you can help your customers wherever they are — without needing additional state license or continuing education in most markets, thanks to our bank charter. That means you can serve customers in more states and spend less time and money on licensing and continuing ed requirements.

If you’re looking for a company that makes it easier to focus on what matters — growing your business — let’s talk!

https://www.joinprimelending.com/contact-us

#JoinPrimeLending #MortgageCareers

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Buyer's AdvantEDGE Program

Give your customers the edge they need to win in a competitive market with PrimeLending’s Buyer’s AdvantEDGE1 program. This exclusive program helps strengthen your customers' offers with:

  • Upfront credit approval letters
  • Close On Time Guarantee2
  • Appraisal Waiver3

With the right tools, you can give your customers a true advantage in the market. Join PrimeLending and put the Buyer’s AdvantEDGE to work for you. DM me to talk details.

https://www.joinprimelending.com/contact-us

1Approval means an Underwriter has reviewed your application and has verified all necessary forms of income, assets, and credit. All loans subject to final credit approval and acceptable property. Conditions and restrictions may apply.

2Credit approval required before execution of sales contract (underwriter verified all necessary forms of income, assets, and credit). $5,000 paid to seller if loan isn’t closed by later of closing date or 21 days from receipt of executed sales contract. Voided by changes in sales contract, borrower’s credit, loan program, borrower/seller delays, fraud, legal restrictions, or circumstances beyond lenders control. Subject to property conditions being met. Valid only on FHA or Conventional single family primary residence purchase loan. Exclusions apply. See details: https://www.primelending.com/buyersadvantedge

3Property Inspection Waiver specific to borrower and property and contingent on loan parameters. Borrower will need to be approved. Not available for all loan programs. Additional restrictions and conditions apply.

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Mobot

At PrimeLending, we believe technology should work for you, not create extra steps. That’s why our MoBots are designed to handle the tedious, time-consuming tasks that slow you down — so you can focus on what matters most: closing loans and helping clients.

Our MoBots automate key processes like:

  • Sending reminders and alerts to keep everything on track
  • Comparing mortgage insurance certificates to ensure accuracy
  • Reducing late penalty payments by improving efficiency

With smart automation improving loan quality and compliance, you can work smarter, not harder while delivering an even better experience for your clients. Join PrimeLending and leverage technology that drives success. DM me to learn more about our industry-leading* technology.

*HousingWire Tech100 honoree in 2025.

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Customer Satisfaction

At PrimeLending, 96% of customers* say they would recommend us to family and friends — and that kind of trust makes all the difference. When you’re backed by a company with a proven track record of exceptional service, it’s easier to build relationships, grow your business, and close more loans.

Join a team where customer satisfaction isn’t just a number — it’s a reputation you can rely on. Ready to take your career to the next level? Send me a DM to start a conversation.

*Survey administered and managed by an independent third party following loan closing. 96% satisfaction rating refers to the average overall satisfaction rating our customers during the period 01/01/24-12/31/24.

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Average Tenure

Stability, support, and a culture that puts loan officers first — that’s why the average loan officer tenure at PrimeLending is 9 years and counting. When you join a company where people want to stay, you gain:

  • A team of experienced colleagues who collaborate and share best practices
  • Leadership that invests in your growth and long-term success
  • A company with a strong reputation built on consistency and trust

If you’re ready for a place where you can thrive, grow, and build your future, it’s time to make your move. DM me for more info.

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We're Hiring

Success starts with the right team, and at PrimeLending, we set loan officers up to win. With powerhouse marketing, cutting-edge tech, and an operations team that gets loans closed fast*, you’ll have everything you need to close more deals and grow your business. Add in an empowering culture and engaging leadership that truly invests in your success, and it’s no wonder top producers choose to stay and thrive here.

Level up your career with PrimeLending — let’s make big things happen. DM me to learn more.

*Fast closing and processing is dependent on many factors including receiving timely documentation from the borrower.

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Video Scripts

Video Tips and Tricks

TBD Conversation Starters

Encouragement is the secret sauce that keeps your customers hooked! Check out these fun conversation starters guaranteed to keep the energy and excitement flowing.

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Video Tips and Tricks

3 Reasons to Buy Instead of Rent

If you're currently on the fence about buying a house, I get it...it's a big step, after all. But the benefits of homeownership are pretty hard to top when compared to renting. In fact, here are three reasons why you should stop renting and go ahead and buy instead. Number one: your monthly mortgage could be less than what you're spending on rent. Many people assume that owning a home isn't affordable compared to renting, but that's not always the case. Number two: low down payment options. It's a myth that you need to put twenty percent down to buy a house. There are actually several mortgage programs you may qualify for that only require you to put down as little as three to five percent. Plus, you can use gifts and grants toward a down payment. Three: buying is an investment. Unlike renting, when you own a home, you're building equity because houses typically increase in value over time. I'd love to go over more advantages with you and help you get the right home. Get in touch with me today to get started.

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Video Tips and Tricks

FTHB Loans Script

[Greeting of your choosing]! If you're a first-time homebuyer, you might be wondering how to get started on your homeownership journey. Well, the good news is that there are special loans available just for you!

First-time homebuyer loans can help make your dream of owning a home a reality. These loans often have lower down payment requirements and more flexible credit score criteria, making them a great option for those just starting out.

There are a few popular first-time homebuyer loans — FHA, USDA and conventional loans. Each of these have their own perks to them, FHA loans have low down payment options available. USDA loans are designed for those buying a home in a rural area and offers zero down payment, and conventional loans have competitive interest rates.

Homeownership is closer than you think! If you're interested in learning more about your options, don't hesitate to reach out to us. Let's get you into a home!

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Video Tips and Tricks

Reno Purchase

Many of homebuyers struggle when it comes to finding that perfect house. Sometimes it's just really challenging to find a home that meets everything on your wish list. But you don’t have to give up yet. The good news is that you still hyave an option you may not have considered before...with a PrimeLending renovation loan, I can help you transform a fixer-upper into your perfect home. With this type of loan, you can upgrade appliances, create an open floorplan, make kitchen and bathroom updates...the list goes on and on. You can even roll the costs of repairs or upgrades into your mortgage, which means repairs can begin immediately after closing. So if you come across a house with great bones that needs some work, dream big and try to picture its potential. Don't hesitate to get in touch with me to learn more.

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Best Practices + Guides

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Posting on Each Platform

Need help posting to social media? Click below for a step-by-step guide to posting on a few of your favorite platforms. Reach out to your FMC for additional help.

Click here to see the best times to post

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Posting from Total Expert

  1. Login to TE and navigate to: Web Marketing > Social Media > Create New
  2. Pick your social post and click: Actions > Share
  3. Fill out the information and Share your post

Click here to navigate to TE

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Top Marketing Habits

Hear what some of the region's top LOs are doing frequently that keeps them top of mind and gets them ahead of the competition. Led by Kaylee Holdge, FMC from Desert District, the session will include loads of great tips and best practices from loan officers in the Desert District team.

Watch Here

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For Internal Use Only. Not For Use In New York. Contact your FMC for updated captions.