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Welcome to Marketing Vault

Marketing Content & Tools to Grow Your Brand & Business

The Excel Marketing Vault has landed! It’s your one-stop shop to get access to exclusive knowledge and content tailored specifically for Excel agents and loan officers. Check the top of this page regularly as we make sure you stay informed with announcements, so don’t miss out on what our Marketing Vault can do for you! With multiple categories listed below – just a scroll away. Unlock more success today by discovering all that our amazing Marketing Vault offers! Need help? Tips and tricks are literally at your fingertips via the “Helpful Info” icon category below.

Announcements

What’s new from the Excel Team

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GET STARTED now! See announcements and any new content for the month. See also everything you need to get started with marketing at Excel, including all professional branding. 

A quick starter checklist, Excel logos, and marketing tool kits to give you the jump start that you need to effectively market can also be found here.

MARKETING CONTENT to use for clients, and prospects now!

Customizeable templates of flyers, social posts, brochures, and more for updates and to promote your listing, services, and business. 

LEARNING CENTER of informative marketing content to educate clients and prospects throughout the process. 

Customizeable templates of guides, presentations, checklists, and more to educate your clients on your products, services, and business.

RESOURCE CENTER to help with bringing all of your marketing content to life and in front of clients and prospects. 

Lists of recommended vendors and servicers to use for marketing. Tutorials, instructions, and guides to reference to be your best at marketing.

Click here for the previous version of our Marketing Support page.

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