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Lobby
platform

Your marketing,
one front door.

Lobby brings everything SmartSource does for your credit union into one place: what needs your review, where every project stands, the reports you read and the files you need. Your team signs in once and sees exactly what's theirs.

Book a demoSign in

nine rooms · 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.

01 · review

Approve in a click.

Posts, pages and proofs arrive ready to review. Approve them, or leave a note right where the change belongs.

02 · follow

Know what's next.

Every project shows its phase, what's in progress and what's waiting on you. No status-update calls required.

03 · find

Find it in seconds.

Reports, meeting notes, brand files and final art — filed where you'd look, for everyone on your team.

One platform · nine rooms

A room for every part of your marketing.

SmartSource switches on the rooms that match the work we do with you. Your admins decide who on your team can open each one.

home

Home

What's waiting on you, what's in progress and what just shipped — the moment you sign in.

socialNEW

Social studio

On-brand post templates, your photo library and a review queue for every post.

content

Content

Blog posts, web pages and campaign copy, reviewed before anything goes live.

reports

Reports

Monthly performance in plain English, ready to forward to your board.

onboarding

Onboarding

A guided checklist that gets your brand, logins and goals to us in days, not weeks.

meetings

Meetings

Recordings, notes and action items from the calls we share with you.

conversations

Conversations

One shared thread with your SmartSource team, plus the emails you were copied on.

discovery

Discovery

Short questionnaires that capture what makes your credit union different.

files

Files

Brand guides, proofs and final art in one shared library your whole team can reach.

this_week

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.

needs youfor your recordsdone
  1. MON 09:12
    Needs you:
    social
    4 holiday loan posts are ready for your review
  2. MON 15:40
    Done:
    social
    Jamie approved the first-time homebuyer carousel
  3. TUE 11:05
    For your records:
    meetings
    Notes and next steps from Tuesday's strategy call
  4. WED 08:30
    Needs you:
    reports
    September performance report is posted
  5. THU 13:22
    For your records:
    files
    SmartSource uploaded Brand guide v3
  6. FRI 10:00
    Done:
    onboarding
    Step 4 of 6 done — brand assets received
your_team

Your team, your rules.

Lobby is for your credit union's people. SmartSource staff work in their own tool and can't sign in to yours.

Invite the people you need

Admins add your marketing team, approvers and leadership. Lobby is priced per credit union, not per seat.

Choose who sees what

Admins pick the rooms each person can open, and can change it any time.

Approvers sign off

Give the approver role to whoever signs off on posts. SmartSource never publishes without that approval.

Two-step sign-in for everyone

An emailed six-digit code plus an authenticator app, every time. More on our Security page.

Step into the Lobby.

See your own projects in Lobby. Twenty minutes, no slides.

Book a demoSign in

already with SmartSource? ask your account lead to switch Lobby on