Built for everyone
on your team.
Your marketing lead, the people who approve posts and your leadership all work in the same Lobby, and each sees what they need. Everything SmartSource sends you lands in one place.
One Lobby. The right view for each person.
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
Run the whole calendar from one screen.
For the person who owns your credit union's marketing.
Every project's next step
Each project shows its phase, what's in progress and what's waiting on you. No status-update calls required.
Your team, set up your way
Invite colleagues and choose which rooms each person can open.
One thread with SmartSource
Your conversation with the SmartSource team, plus the emails you were copied on, in one place.
Every file where you'd look
Brand guides, proofs and final art in one shared library your whole team can reach.
Sign off without digging through email.
For whoever says yes before anything goes out.
See it as it will publish
Posts, pages and proofs arrive ready to review, exactly as they'll go out.
Notes where they belong
Approve, or leave a note right where the change is needed.
Nothing goes out without a yes
SmartSource never publishes a post without your approval.
A record of every decision
Who approved what, and when, is kept.
See what marketing delivered.
For the CEO, the board and anyone who asks how marketing is going.
Reports written for humans
Monthly performance in plain English, ready to forward to your board.
Decisions on record
Recordings, notes and action items from the calls you share with SmartSource.
Where every project stands
Each project's phase at a glance, without asking for an update.
Access your examiners can check
Every invite, removal and access change is kept in a history that can't be edited.
Four steps to get started.
Ask your account lead
SmartSource switches Lobby on for your credit union and sets it up in your brand.
Your admin signs in
They get an email invite and set up two-step sign-in: an emailed code plus an authenticator app.
Invite your team
Add your marketing team, approvers and leadership, and choose the rooms each person can open.
Work in the Lobby
From then on, everything SmartSource does for you shows up in Lobby.
Not with SmartSource yet?
Lobby comes with SmartSource's marketing for credit unions. Book a demo and we'll show you both.