The Onboarding Process
Your quick guide to getting started as a Cherry Creek Loan Officer
Follow along with this guide and refer back to it as needed as you start your career at Cherry Creek. For any questions regarding this process, please contact Jackie Cabrera- firstname.lastname@example.org
Download this Onboarding Infographic here.
Step 1: Gather Your Contact Info
In order to create your collateral and marketing materials, we need basic information about you. Here's what you'll need to share with the marketing team first before we can begin to create tools for you:
- NMLS Number
- Office Address
- Office Number
- Cell Number
- Fax Number
- A Recent Headshot
- Social Media Profiles You Own
- This can include Facebook, Twitter, Instagram, LinkedIn, Yelp, or Google My Business. Only include profiles you use for business or marketing purposes.
- Vanity URL - if applicable.
- Your database of contacts in Excel format. We ask for this upfront to give our team adequate time to review, clean and upload your contacts for you.
Step 2: Setting Up Your Website
With step 1 completed, our marketing team will begin to build your website. Our standard profile for Loan Officers is known as a Corporate Profile. This is housed on Cherry Creek Mortgage's website as a sub-page of your branch. *
Your other option for a website is our Vanity Profile. These sites are housed in the same content style as a corporate profile, but are linked by a unique domain, such as JohnDoeLoans.com, or LoansByXYZ.com.
If you already have a domain you'd like to connect to your profile, you will need to send your domain login information to Alex Johnson. This information should include a username, password, and the domain host you purchased from.
If you do not own a domain name but would like to use this feature, you will need to purchase one of your own. We recommend GoDaddy.com to purchase domains. Once you find the domain you like and own it, please send the login information to Alex Johnson.
Why do we ask Loan Officers to buy their own domains?
Because your business is typically branded around you, the LO, rather than the company you represent, we like LOs to own their domain, as it will typically follow them if and when they leave their current company. This helps maintain your branding, much like you maintain a book of business when you transfer companies.
*If you are a member of a DBA, such as PMG, America's Loans, Heroes First Home Loans, or Rocky Mountain Mortgage, your Corporate Profile will be housed on the corresponding site of your branch.
Step 3: Getting Your Marketing Tools
While this step does not require much input from you, the Loan Officer, we do want you to know what we're working on for you and your marketing.
- What is it: This is your ready-made flyer platform. Your contact information, address, phone, email, etc., are automatically imported into template flyers, so all you have to do is pick your flyer and print! This platform is also referred to as CCMC Lending Tools.
- How do I use it: Once you are onboarded, you'll receive a login and password to access the platform. If you are having trouble accessing this, please send us a note at email@example.com
- What is it: Yext is a social media management platform that creates and manages your profiles on over 70 digital platforms. This helps ensure you're always in front of customers searching for mortgage help on any site and also boosts your SEO value online.
- How do I use it: Here's the glorious thing - you don't really use this at all. This of this as your digital assistant, working in the background while you handle the big stuff. We handle Yext - you reap the benefits.
- What is it: Jungo is your CRM, or Customer Relationship Management software. This is where you track communications, sort leads, and build your list of potential customers.
- How do I use it: The Jungo team will reach out to you to set up your profile and schedule training. If you have a question about Jungo, shoot us a message at firstname.lastname@example.org
Step 4: Your Marketing Collateral
Your standard marketing collateral includes your email signature and business cards. We will be reaching out to you for your choice and approval of business card designs.
We will create your email signature based on the given contact information. You will receive this via email to approve and install.
You'll order your cards through our vendor, Cotrell. Email Jackie Cabrera at email@example.com to discuss options.
Step 5: Get Started!
Congrats! You're now a member of the Cherry Creek Mortgage team with an arsenal of marketing technology to back you up. Now that you've been on-boarded, it's time to get your name out there. View our library of marketing products and reach out to someone on our team to get going.