A Social Media Marketing Tool Built to Enable Lenders.

Give your lenders, bankers, and agents the social selling tools they need to become remarkable sales agents for your brand.
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Learn how you can expand your reach, network and sales with our Social Selling Guide.

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Loan Officers


Plan, review, and message prospects and customers from one dashboard and build meaningful connections.


Receive timely notifications of online mentions to help provide faster and authentic responses to engage with your online connections.


Easily share remarkable stories of impact from your loan officers with your financial brand’s online community.


Track connections and measure your sales effectiveness from contact to closing and boost your overall loan volume.

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Sales Agents


Easily track customer and prospect touchpoints to better service and prospect, increasing your sales pipeline and up-sell opportunities.


Generate custom reports on on-going initiatives to help you measure and plan future sales and business development efforts.


Foster a community of service by recognizing coworkers, community members and business owners efforts in the community.


Connect with community members and centers of influence to share your community impact and involvement.

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Social Assurance is a Trusted ICBA Service Provider and a Silver Associate Member of the American Bankers Association.

Lenders and Agents Resources

Just in need of some extra resources? We got you. Check out our resources exclusively designed for bank marketing teams, and subscribe to our community to receive news, insights, and more great content.


Three Ways to Grow Your Sales as a Loan Officer

To help you get the most out of your efforts, these three tips will help you acquire more leads, better engage with customers and close more deals.

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Three Ways to Grow on LinkedIn as a Loan Officer

Three Tips for Growing on LinkedIn as a Loan Officer During COVID-19

Why is LinkedIn a valuable tool for loan officers? Because it’s one of the best sources for lead generation.

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How to Integrate Digital Listings Into Your Marketing Strategy

With more of the world going online than ever before, here’s how you can use this vital communication resource effectively in your marketing strategy.

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