The document provides guidance for loan officers on social media compliance and best practices. It outlines goals of driving 2 loans per month through ongoing webinars. It requests contact and licensing information be verified and for loan officers to follow key social media accounts. The document lists dos and don'ts for social media use, such as always including licensing information and not posting rates. It schedules upcoming webinars on LinkedIn, social media leads, and using Twitter for business.

1. First Step – Social Media Compliance

2. My Number One Goal:
◦ To Drive 2 loans per month - per loan
officer from Social Media
How?
◦ With Ongoing 20 Minute Webinars that
are practical and actionable! Done!

3.  Name
 Company
 Title
 Contact Information
◦ Branch Address
 NMLD ID #
 State Licensing
 Link to Licensing https://www.guaranteedrate.com/licensing.php
 Link to Disclaimer https://www.guaranteedrate.com/disclaimer.php
 Equal Housing Lender
 Click here to read our Social Media Policy -
http://grintranet.com/social-media-policy.php

4.  Blogs or Websites
 Attorney – CFP – Other Business Relationships
 Chamber of Commerce
 Active Rain
 Zillow
 Trulia
 Redfin
Click here to read our Social Media Policy -
http://grintranet.com/social-media-policy.php

5. 1. Send to Kathy your Links to any Social Media,
Websites or other Internet Pages to Verify
Kathleen.buffo@guaranteedrate.com
2. Follow Kathy Buffo on Twitter
https://twitter.com/#!/kmbuffo
3. Follow G-Rate on Twitter
https://twitter.com/#!/GuaranteedRate
4. Connect With G-Rate on LinkedIn
http://www.linkedin.com/in/guaranteedrate

6. 1. Don’t forget to ALWAYS make NMLS ID # and state licensing
information publically accessible Don’t post rates on any social media
2. Don’t provide clients personal information on social media i.e. “I just
saved Mr. Smith $100.00/month on his re-fi”
3. Don’t use “absolute” terms
i.e. “lowest rates. Guaranteed.”
i.e. Never a closing cost
i.e. 10 days to close
#1 Lender – unless it is publically stated.
4. Don’t forget to use your most current information- title, company,
branch address- your NMLS ID # is correlated to the company branch
address (auditors do check) on any internet related media
Click here to read our Social Media Policy -
http://grintranet.com/social-media-policy.php

7.  Don’t  Do
Billy Burns

8.  LinkedIn Presentation Get Connected -Monday April
2nd
 5 Tips for Moving Social Media Leads into the Sales
Funnel – Monday 16th
 Using Twitter For Business – April 30th

9.  Where to find me and connect:
◦ https://www.facebook.com/DanaShautAtGuaranteedRate
◦ https://twitter.com/#!/SocialRadioLive
◦ http://www.linkedin.com/in/danawilliamshaut
 Where to find these presentations:
◦ All presentations will be stored and easily accessible on my Slideshare
account on my LinkedIn and Facebook Pages
 All Social Media questions should be posted to my wall Facebook
where everyone can learn together. Answers will be posted promptly
and we encourage interaction and participation from everyone.
“2 Loans Per Month – Per Loan Officer!
I’m not going to stop until we get there!