Your marketing,
all in one lobby.
Lobby is where your credit union and the SmartSource team work side by side. Posts to approve, reports to read, files to find and every project's next step — waiting for you in one place.
for SmartSource credit unions · two-step sign-in · nothing to install
A picture of the Lobby home screen: posts and reports waiting for approval, and each project's progress.
Your marketing lives in a dozen inboxes.
Lobby gives it one address.
No more "see attached v7_FINAL". No more hunting for last month's numbers. Everything SmartSource does for you shows up in Lobby — and so does everything that needs you.
Approve in a click.
Posts, pages and proofs arrive ready to review. Approve them, or leave a note right where the change belongs.
Know what's next.
Every project shows its phase, what's in progress and what's waiting on you. No status-update calls required.
Find it in seconds.
Reports, meeting notes, brand files and final art — filed where you'd look, for everyone on your team.
You run the credit union.
We run the marketing.
The SmartSource team works in the background all week. Lobby keeps the record — and taps you on the shoulder only when something actually needs you.
- MON 09:12Needs you:Reviewsocial4 holiday loan posts are ready for your review
- MON 15:40Done:socialJamie approved the first-time homebuyer carousel
- TUE 11:05For your records:meetingsNotes and next steps from Tuesday's strategy call
- WED 08:30Needs you:ReadreportsSeptember performance report is posted
- THU 13:22For your records:filesSmartSource uploaded Brand guide v3
- FRI 10:00Done:onboardingStep 4 of 6 done — brand assets received
Every room you need. One front door.
Each room is switched on for the work SmartSource does with you. Admins decide who on your team sees what.
Home
What's waiting on you, what's in progress and what just shipped — the moment you sign in.
Social studio
On-brand post templates, your photo library and a review queue for every post.
Content
Blog posts, web pages and campaign copy, reviewed before anything goes live.
Reports
Monthly performance in plain English, ready to forward to your board.
Onboarding
A guided checklist that gets your brand, logins and goals to us in days, not weeks.
Meetings
Recordings, notes and action items from the calls we share with you.
Conversations
One shared thread with your SmartSource team, plus the emails you were copied on.
Discovery
Short questionnaires that capture what makes your credit union different.
Files
Brand guides, proofs and final art in one shared library your whole team can reach.
Everyone who touches your marketing.
Run the whole calendar from one screen.
- See every project, phase and deadline at a glance
- Invite your team and choose what each person sees
- Talk to SmartSource in one thread, not twelve
Sign off without digging through email.
- A queue of exactly what needs your review
- See the final post as it will publish
- A record of who approved what, and when
See what marketing delivered.
- Monthly reports written for humans
- Meeting notes and decisions in one place
- Board-ready numbers, no spreadsheet required
One simple price.
No per-seat surprises.
Lobby is priced per credit union, so you can bring your whole marketing team, your approvers and your leadership along.
- Your own Lobby, set up in your brand
- Your whole team, with two-step sign-in
- Every room the work SmartSource does for you needs
final price depends on the rooms switched on for your credit union
Step into the Lobby.
See how Lobby fits the work SmartSource already does for your credit union. Twenty minutes, no slides.
already with SmartSource? ask your account lead to switch Lobby on
On-brand posts. Without the back-and-forth.
SmartSource builds your posts from templates set in your colors and fonts. You see exactly what will publish — and nothing goes out without your sign-off.
Three sample social posts in Social studio: one approved, one in review, one draft.