Welcome to Client First’s Smart Moves Program
1. Download and complete the following forms
Smart Moves Credit Union Take Sheet
Non-exclusive Services Agreement
Credit Union Information Sheet
Please email the above items to Evelyn Hawkins: evelyn@clientfirstrealty.com
2. Training
Loan Officers
Training can be done in person or by Web conference.
Training Topics:
a. Explain the Smart Moves Program.
b. How to submit a member referral.
Branch Managers
a. Getting the “Buy In” of your Branch Manager is essential to the success of the program.
b. Training can be done in-person or by conference call.
Training Topics
1) Explain the Smart Moves Program.
2) Merchandising of Branch.
Staff
1. Your call Center and Tellers have the most contact with your members, therefore they need to understand Smart Moves.
2. Training can be done in-person or by conference call.
1) Explain the Smart Moves Program
2) How to present to members
3. Marketing
Acquire Smart Moves marketing materials – download here
Promotional Links: