Marketing Materials |
Home Loans
Xceed Financial Credit Union
One of the perks of being a credit union member is having access to low rates, particularly with home loans. To highlight this perk, I created a set of tools for our Mortgage Loan Officers to use such as this in-branch screen. These screens were usually very minimal in copy, as we wanted to keep them light in text, so that the member would see a simple image, a few key words, and a call to action so they could learn more. The fine print at the very bottom had to be present in order to be compliant with NCUA standards.
One essential tool for an MLO is a flyer or sell sheet. These are usually displayed in the financial centers, on the counters, available for the members to take. We wanted to highlight the simplicity of our 15-day close program so I chose a very direct graphic communicating this process. The MLO can take this pdf and customize it with their contact info as needed.
Shown here are thank you cards for the MLOs to send to their clients once their home loan was completed.
As a thank you gift for choosing our credit union to purchase their home, I designed these custom blank keys for the MLOs to send to their clients. The goal was to create an item that the member might actually use, to keep our brand top of mind, and create a positive association between the credit union and their memory of purchasing their home.
