SETUP GUIDEMARKETING

SOCIAL MEDIA 101

Getting Socially Set UpIn order to help you stay compliant, marketing has provided a large library of approved content for you to access on On Q Direct. You can pull an immense amount of compelling content to post on all of your social media sites! Also included in this section are cover and banner photos for all social media sites that are already equipped with a compliance approval.

If you plan to post your own content you’ll need to submit the request to compliancemarketingreview@onqfinancial.com. From there you’ll get revisions to the content or an okay to post!

So what can you do beforehand to make sure your social media site is compliant? Include the following on your profiles if possible:

Your NMLS # Disclaimer: On Q Financial, Inc. is an equal housing lender. NMLS # 5645 Your business address Your business phone number The EHL logo AZ Mortgage consultants must include AZ BK# 0906866 CA Mortgage Consultants must include California RMLA# 4131336 GA Mortgage Consultants must include GA License# 22050

DON’T FORGET TO FILL OUT COMPLIANCE’S SOCIAL MEDIA QUESTIONNAIRE SO THEY’RE AWARE OF YOUR SOCIAL PROFILES.

We’ve got you covered from start to finish in this Social Media set up guide. You’ll learn how to set up and complete all your social media profiles to get you on your

way to becoming the social media pro you’ve always wanted to be.

Want to be a social media expert but don’t know where to start?

Setting up Your Business PageLog into your personal Facebook account. You’ll be managing your business account from your personal account. But don’t worry, people won’t be able to link the two together.

STEP 1: Create your business profile page. In the top right hand corner there is a down arrow with account options. Here is where you’ll find the option to “Create a Page.”

From there you’ll have 6 different page options. You will want to select Local Business or Place. For the first category, please choose Bank/Financial Services.

For compliance purposes, when naming your Facebook page you’ll need to include our company name. That means if you’re setting up the business page for yourself make sure it follows this example: John Doe at On Q Financial, Inc. If it is a team page it should be John Doe’s Team at On Q Financial, Inc.

Complete the fields with your branch address and business phone number.

On the next page, select your business category. We suggest that you use “Loans.” Write a description of your page. Be sure to include your website in the third text box. You want your followers to be able to access it directly from your Facebook page.

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When choosing a unique Facebook web address make sure you keep it simple. For compliance purposes it cannot appear as if you’re another company. For that reason, we suggest using “yourname@onq.”

STEP 2: Now upload your professional headshot so people can put a face to your name and your referral partners and borrowers will be able to easily identify you. STEP 3: Add your page to your favorites tab. You’ll be posting and sharing a lot on your business page, so you’ll want it to be easily accessible in your favorites tab.

STEP 4: “Reach more people” this is where you can set up ad campaigns and add a payment method. Since you’re just getting started lets skip this part for now.

YOUR PAGE IS UP! YOU SHOULD BE THE FIRST TO GO AHEAD AND LIKE IT!

Don’t get Sidelined! COMPLIANCE GUIDELINES FOR COMPLETING YOUR FACEBOOK PROFILEFill out the about section on your profile page in the page info portion. In the long description section please include: Your NMLS#, Branch address, your office phone number, and the disclaimer “On Q Financial, Inc. is an Equal Housing Lender, NMLS#5645.“ Note: California Mortgage Consultants you’ll need to include California RMLA# 4131336 Arizona Mortgage Consultants need to include AZ BK#-0906866. Georgia Mortgage Consultants need to include GA License #22050.

For cover photos, please go to the Social Media tab on On Q Direct to access compliance- approved cover photos with our company licensing and EHL logo. If you have another photo you would like to use, send it to marketingteam@onqfinancial.com and we’ll work with you on getting it approved by compliance.

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SETTING UP Open up Zillow in your browser. In the top right-hand corner, click on “Join.” Use your personal email address and create a password. Make sure you click the box that says “I am an industry professional.” From there, fill out the additional required information for a mortgage lender and submit!

STEP 1: Visit Zillow.com and click “Join” in the upper-right corner.

STEP 2: Select “New Account” and enter your information.

STEP 3: You’ll receive a setup email, click “Complete Your Profile.”

STEP 4: Click “Edit,” then select “Profile.”

STEP 5: Add a photo and your professional information.

STEP 6: Include the company NMLS #, personal NMLS #, and service areas Note: If you’re licensed in California include California RMLA# 4131336, if you’re licensed in Arizona please include the AZ BK#0906866, or if you’re licensed in Georgia please include GA License #22050.

STEP 7: Add your social media profiles and a link to your website.

STEP 8: Select your specialties (4 max), then click “Save.”

STEP 9: Click “Edit,” then select “About Me.” Add a short bio and click “Save.”

STEP 10: Join groups and share your profile via email and Facebook to start connecting with friends, colleagues, referral partners.

WHAT’S NEXT? ASK, ASK, ASK! INTEGRATE REQUESTING REVIEWS INTO YOUR MORTGAGE PROCESS AND YOU’LL START RECEIVING THEM IN NO TIME!

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SETTING UP Google Plus is connected to your Google account, so if you have a Gmail address you’re ready to go! STEP 1: Visit plus.google.com and create a personal profile. STEP 2: From your profile click “Pages” in the left-hand menu and select “Get Your Page.” STEP 3: Enter your phone number or address in the search bar to find your location on Google Maps. STEP 4: Select your location and create your page. STEP 5: Complete your page by adding your business description, contact information, and a profile photo.

GROW YOUR CIRCLE! THE NEXT STEP IS TO START CONNECTING WITH PEOPLE TO INCREASE YOUR CIRCLE.

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SETTING UP STEP 1: Visit linkedin.com and select “Join Now” by adding your personal email address and create a password.

STEP 2: Include your job title, company name, and a professional head shot.

STEP 3: Import your address book by entering your personal email address to get connect with people faster.

STEP 4: Complete your profile by adding a job description, previous places of employment, education, and links to your website and social media sites.

GET CONNECTING! YOUR PROFILE IS NOW READY TO SHARE WITH THE LINKEDIN COMMUNITY AND CONNECT WITH YOUR NETWORK.

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SETTING UP YouTube is also connected to your Gmail account. If you already have a Gmail account, you can access YouTube from from your Apps Menu.

STEP 1: On www.youtube.com, you will see your Gmail photo and information in the right-hand corner. STEP 2: To edit your channel page click on “My Channel” in the left-hand corner. On this page you can upload your channel art. Within the Social Media tab on On Q Direct, you will find several compliance-approved options that fit YouTube specifications.

STEP 3: Your YouTube profile photo is directly linked to your Gmail profile photo. In order to change your photo in YouTube, you must first change it in Gmail.

YOUR CHANNEL IS READY TO GO! SCHEDULE A TIME WITH OUR VIDEO PRODUCER TO START SHOOTING YOUR FIRST VIDEO.

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SETTING UPVisit www.twitter.com and click on “Sign Up for Twitter.” Then follow these simple steps to get set up: STEP 1: Use your personal email address and create a password. Create a username (using some variation of your name), and click “Sign Up.” You’ll be able to manage and edit your profile in the “View Profile” section. STEP 2: Add a professional head shot for your profile photo. STEP 3: Incorporate all of your contact information. That includes your full name, your title, business address, business phone number, and additional contact information. STEP 4: Add the link to your Personal Branded Website address. STEP 5: Include all of the necessary compliance information. You’ll want to make sure you have the Company NMLS # and personal NMLS #. Note: If you’re licensed in California include California RMLA# 4131336, if you’re licensed in Arizona please include the AZ BK#0906866, or if you’re licensed in Georgia please include GA License #22050. STEP 6: Don’t forget to add all of your service areas and your specialties!

NOW IT’S TIME TO GET TWEETING! IF YOU NEED SOME INSPIRATION FEEL FREE TO VISIT ON Q DIRECT FOR SOCIAL MEDIA CONTENT.

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glossary

COMPANY PAGE – Your business profile where clients and borrowers can find your posts

COVER PHOTO – The large image found at the top of your page

FRIEND – A Facebook user who connects to your personal page

LIKE – When a Facebook user “likes” your page your posts will display in their news feed

PERSONAL PROFILE – You must have a personal profile to have a business or company page

POST – Content shared on your Facebook page

NEWS FEED – An ongoing list of posts from friends and pages you follow

PROFILE PICTURE – The main photo on your profile, appears as a thumbnail next to your comments and activity on Facebook

SHARE – When you repost another user’s post it also appears in the news feed of those who have “liked” your page

FOLLOWER – A Twitter user who “follows” you in order to receive your tweets in their feed

TWEET – The content you share with your followers, limited to 140 characters

HANDLE – This is your handle and how you’re identified on Twitter

HASHTAGS – A word or group of words with no spaces, immediately preceded by a # sign that tie posts together to a topic. Ex: #mortgage, #refinance

RETWEET – A way to repost or share another user’s tweet

UPDATE – Your status update and content that you post

PROFILE – Similar to a resume

INVITATION – Invite someone to join your network and connect with you

GROUPS – Allows users to come together and talk about a specific subject on one page

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DIRECTORY – A list of profiles for both Real Estate Agents and Mortgage Lenders

ADVICE SECTION – Commonly asked questions from borrowers broken into different categories

PROFILE – Your central page and personal landing page

PAGE – Business, groups, and interests profile pages

POST – Content shared to the community (images, links, etc.)

SHARES – A follower reposts your post on their page

GOOGLEVERSE – Where all the action happens

CIRCLES – This is how the people and pages you follow on Google+ are grouped and organized

+1 BUTTON – To “+1” something is to give it positive reinforcement, similar to the “Like” button on Facebook

STREAM – This is your main Google+ home page where you’ll see content being published in real time by the profiles and pages you follow

CHANNEL ART – Image that will appear at the top of your profile similar to a Facebook Cover photo

CHANNEL ICON – This is your profile picture that is pulled from your Google+ or Gmail account

SHARE – Ability to distribute videos via social media, email or direct links

SERIES PLAYLIST – A playlist that locks the videos into one specific playlist

TAGS – Words/phrases used to describe the content of your videos, added to videos at time of upload

THUMBNAILS – The images selected to represent your videos or playlists

On Q Financial, Inc. is an equal housing lender. NMLS #5645. © 2015, On Q Financial, Inc., No part of this document may be reproduced or redistributed without the express written consent of On Q Financial, Inc. On Q Financial is a registered trademark of On Q Financial, Inc. All other trademarks, servicemarks, registered trademarks,

and registered servicemarks are the property of their respective owners. 068i0000001tfE8

© 2015 Google Inc. All rights reserved. Google, the g+™ logo, YouTube™ logo are registered trademarks of Google Inc. © 2015 Twitter, Inc. The Twitter name, logo, Twitter T, Tweet, and Twitter blue bird are registered trademarks of Twitter, Inc. © 2015 Facebook, Inc. The Facebook logo is a registered trademark of Facebook, Inc. © 2015 Zillow, Inc. Zillow.com, the Zillow logo, and Zillow are registered trademarks of Zillow, Inc. © 2015 LinkedIn Corporation. LinkedIn, the LinkedIn logo and the IN logo are registered

trademarks or trademarks of LinkedIn Corporation.

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Congratulations!You’re all set up- but don’t stop there! Now you

can move onto the Social Media Playbook to help you strategize your social media marketing plan. You’ll learn how to optimize your profiles

even further, how to best interact with the right people on social media, and much more!