Get Started with Cason Marketing

Please complete as many fields as possible. Required fields are labeled.

  • Your Profile

  • Required
  • Required
  • Required: A headshot photo is very important for your Cason web page, Cason Find a LO page, Social Media welcome/future promotions, Human Resources, optional business cards & optional CRM. A professional headshot at high resolution works best. We can crop and optimize photos as needed - and also remove some backgrounds. We'll definitely do our best to make you look awesome 🙂
    Accepted file types: jpg, jpeg, png, gif.
  • Optional. Default is Loan Orginator
  • Required: Suggestions include - City, State or Region, State or State
  • Required: Format is first
  • This allows your about section to be customized. If no copy is provided, the default will be used.
  • Optional - if an office is added here, the address will be posted on your LO page along with a google map.
  • Personalized Domain Name / Business Site

    If you will be using a personalized domain name to point to your Cason profile page or a professional website used in your business, please provide it for our Marketing Compliance records. We have to track these for legal.
  • Social Media for Marketing Compliance

    By law, we must monitor all Professional Social Media profiles - no need to include personal profiles.
  • Corporate CRM

  • We suggest joining our corporate CRM that offers tight integration with Encompass and SimpleNexus (Our MobileApp) - in addition to providing automation/workflow efficiencies, flyers, postcards, email campaigns, social, video emails, co-branding opportunities and more.

  • Required: Please enter one account per row, including a first and last name and role - LO or LOA/Marketing Assistant.
  • If you would like to add a signature to your CRM account. Please sign a blank piece of paper, take a photo of it with your phone and upload it here or email
    Accepted file types: jpg, png, gif, pdf, Max. file size: 256 MB.
  • Optional. If you would like to have your contacts uploaded to the Unify CRM, please upload a Excel spreadsheet or CSV file export here.
    Drop files here or
    Accepted file types: xls, xlsx, csv, txt, Max. file size: 256 MB, Max. files: 3.
    • Hidden
    • Hidden
      Please enter first and last name
    • This field is for validation purposes and should be left unchanged.
    Skip to content