Element Linktree
Put all your links in one place with a Linktree for you, your clients, and your partners.
The toolkit, stage by stage
Not every service below is included with Element. Third-party tools are recommendations from The Mortgage Planner and may have their own costs.
Before
Win the client and set up the deal.
- Download
Lead tracker
Track every lead and your team’s follow-up in one workbook.
- Template
Canva marketing template
A ready-made Canva design to customize for your marketing.
- Tool
Trello
Organize your pipeline, tasks, and follow-up on visual boards.
- Tool
Slybroadcast
Send voicemail messages to your whole list at once.
- Tool
Microsoft Bookings
Let clients and partners book time on your calendar.
During
Keep everyone informed from application to closing.
- Download
Status Gram
A status update to keep clients and agents in the loop through the loan.
- Tool
SendOutCards
Send printed, personalized cards and gifts at key moments.
- Element
Marketplace extras
More tools and resources from Element Marketplace.
- Tool
MBS Live
Live mortgage bond pricing to time locks and talk rates with confidence.
- Tool
MBS Highway
Market data and client-ready tools for rate and market conversations.
After
Stay in touch and earn the next deal and the referral.
- Element
MP360
The Mortgage Planner’s system for staying connected with past clients.
- Tool
Total Expert
Automated marketing to keep past clients and partners engaged.
- Element
Element Monthly
Monthly content to stay in front of your past clients.
- Tool
Magazine gift program
Send clients a magazine subscription as a lasting thank-you.
- Tool
Homebuyer privileges
Genworth’s resources and benefits for new homeowners.
Questions about any of these tools? Email ElementMarketplace@elementhl.com.