Marketing tools built to enable lenders.

With a mission to Empower, Ignite and Enable financial brands to be Remarkable, our solutions have been serving community banks since 2011.

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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 brandโ€™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.