Element basics: set up your business.
Everything included for Element loan officers through Element Marketplace: your start-up steps, brand files, the playbook for your week and your client meetings, and the templates to run it all.
Get started
Take care of these first so Element Marketplace can start building your marketing.
Complete your start-up form
Share your details so we can set up your marketing and personalize your materials.
Open the formRequest a design
Send a request to the Design Concierge for flyers, brochures, presentations, and custom pieces.
Submit a requestJoin the Element sales group
Our private Facebook group for Element sales: market updates, changes, wins, and conversation tips from the team.
Join the group
Download the logos
Every approved version of the Element Home Loans logo, for light and dark backgrounds, in one folder.
Your playbook
A process clients can remember is the foundation of a referral business. Start with these two. Tap either chart to view it full size.
An ideal work week
An ideal client presentation flow
Open the Canva template
Templates and tools
Download, customize, and make them yours. For help with changes, mark up a printout with notes and send it to the Design Concierge.
- PPTX Company presentationThe Element Home Loans presentation for referral sources. Edit it as needed. Download
- PDF Team brochure sampleAn example brochure of services and features for Realtors and referral sources. Use it to plan your own. Download
- DOCX Milestone email templatesSave these as Outlook signatures to send at key points before, during, and after the transaction. Download
- XLSM Lead trackerAn Excel workbook to track leads and follow-up across your team. Download
Kickstart your first 120 days
Flip through the guide below, or open it full screen.
Questions about anything on this page? Email ElementMarketplace@elementhl.com.