CL Team Marketing
Marketing materials are an essential part of any marketing strategy, providing you with the opportunity to reach your target audience and convey your message in a visually appealing and informative way.
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Marketing Files
A step-by-step guide on how clients can retrieve their Social Security Benefit Verification Letter online
Flyer to assist agents in writing the purchase contract to ensure it is in line with the chosen loan program guidelines
Helpful tips for clients to ensure a seamless loan process without any delays or hiccups
Helpful guide on earnest money deposits, sources, and cases in which EM can be retrieved
Helpful guide on when clients can apply for a mortgage again after various financial scenarios
Realtor's guide on minimum standards for USDA, VA and FHA loan programs
General timeline of what clients can expect their home loan process to look like
How-To guide for clients to retrieve their tax transcripts online from the IRS
How-To guide for clients on reading their upfront Loan Estimate
Checklist to be used as a guideline to help prepare documents for the loan process
How-To guide for clients to remove private monthly mortgage insurance
Helpful guide for what may, vs. what may not, add value on an appraisal
New construction guide to help clients stay up to date on what’s happening in the new construction process
How-To guide for clients to opt out of credit bureaus sharing their information after initial loan application
How-To guide to file for 4% owner occupancy tax exemption rate for Aiken county
How-To guide to file for 4% owner occupancy tax exemption rate for Anderson county
How-To guide to file for 4% owner occupancy tax exemption rate for Cherokee county
How-To guide to file for 4% owner occupancy tax exemption rate for Greenville county
How-To guide to file for 4% owner occupancy tax exemption rate for Laurens county
How-To guide to file for 4% owner occupancy tax exemption rate for Oconee county
How-To guide to file for 4% owner occupancy tax exemption rate for Pickens county
How-To guide to file for 4% owner occupancy tax exemption rate for Spartanburg county
Quick reference guide on loan requirements for various loan types
How-To guide on recast guidelines to lower monthly payment without refinancing
Referral guide for realtors on how to refer clients to The CL Team
Referral guide for clients on how to get started with The CL Team
Informative piece for clients on rolling over equity from their home sale to use the proceeds for the purchase of the new home
Bank Deposit Guidelines for the USDA loan program
A guide for realtors on minimum well requirements for FHA loans