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
Sign and return one copy to Client First Realty.

Credit Union Information Sheet

Please submit the above items to Evelyn Hawkins. Email evelyn@clientfirstrealty.com

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.

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.

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

Acquire Smart Moves marketing materials.

Promote the Smart Moves Program to your credit union and its members.