Marketing Materials

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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How To: Get Your Social Security Benefit Verification

A step-by-step guide on how clients can retrieve their Social Security Benefit Verification Letter online

Closing Cost Clarity

Flyer to assist agents in writing the purchase contract to ensure it is in line with the chosen loan program guidelines

Mortgage Do's and Dont's

Helpful tips for clients to ensure a seamless loan process without any delays or hiccups

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What is Earnest Money

Helpful guide on earnest money deposits, sources, and cases in which EM can be retrieved

Get a Mortgage Again

Helpful guide on when clients can apply for a mortgage again after various financial scenarios

Government Minimum Standards

Realtor's guide on minimum standards for USDA, VA and FHA loan programs

Home Loan Process

General timeline of what clients can expect their home loan process to look like

How To: Get Your Tax Transcripts from the IRS

How-To guide for clients to retrieve their tax transcripts online from the IRS

How To: Read a Loan Estimate

How-To guide for clients on reading their upfront Loan Estimate

Mortgage Application Checklist

Checklist to be used as a guideline to help prepare documents for the loan process

How To: Remove Private Mortgage Insurance

How-To guide for clients to remove private monthly mortgage insurance

New Construction Appraisal Guide

Helpful guide for what may, vs. what may not, add value on an appraisal

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New Construction Guide

New construction guide to help clients stay up to date on what’s happening in the new construction process

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How To: Opt-out of Credit Bureaus

How-To guide for clients to opt out of credit bureaus sharing their information after initial loan application

Property Tax - Aiken

How-To guide to file for 4% owner occupancy tax exemption rate for Aiken county

Property Tax - Anderson

How-To guide to file for 4% owner occupancy tax exemption rate for Anderson county

Property Tax - Cherokee

How-To guide to file for 4% owner occupancy tax exemption rate for Cherokee county

Property Tax - Greenville

How-To guide to file for 4% owner occupancy tax exemption rate for Greenville county

Property Tax - Laurens

How-To guide to file for 4% owner occupancy tax exemption rate for Laurens county

Property Tax - Oconee

How-To guide to file for 4% owner occupancy tax exemption rate for Oconee county

Property Tax - Pickens

How-To guide to file for 4% owner occupancy tax exemption rate for Pickens county

Property Tax - Spartanburg

How-To guide to file for 4% owner occupancy tax exemption rate for Spartanburg county

Quick Reference Loan Guide

Quick reference guide on loan requirements for various loan types

How To: Lower Monthly Payment Without Refinancing

How-To guide on recast guidelines to lower monthly payment without refinancing

How To Refer - Partner

Referral guide for realtors on how to refer clients to The CL Team

How to Refer - Client

Referral guide for clients on how to get started with The CL Team

Rolling Over Equity

Informative piece for clients on rolling over equity from their home sale to use the proceeds for the purchase of the new home

USDA Bank Deposit Guidelines

Bank Deposit Guidelines for the USDA loan program

Well Water Requirements

A guide for realtors on minimum well requirements for FHA loans