Templates to manage the loan process, client and referral relationship.   For one-on-one engagements rather than broad use.

  • Loan sales process
  • Client Managemement
  • Referrer Management

Prospecting tools such as social media posts and eDM templates.   To be used when aiming to reach a wider audience.

  • eDM Campaigns
  • Digital Campaigns
  • Customer Collateral

Curated content for use in developing websites, FAQs, preparing articles or newsletters, or information for referrers.

  • Website / Blog content
  • FAQs
  • How to guides

Coming Soon.  Customized client lists for day to day operations or target lists to integrate with eDM templates for a marketing campaign.

Coming soon

nMB Broker Marketing Kit