The FirstHome IQ
Board Member Hub
This hub will serve as a centralized resource for all board-related materials and tools, making it easier for board members to stay informed and actively support FirstHome IQ's mission.
Welcome & Overview
We’re deeply grateful for your dedication and involvement with FirstHome IQ. Your commitment to our mission, values, and vision plays a crucial role in shaping the future of our community and the mortgage industry. Thank you for your continued support and for helping drive meaningful impact.
We are thrilled to have you as part of the FHIQ Board, and we look forward to collaborating with you to achieve our shared goals.
Purpose of this Hub
This page serves as your centralized resource for all board-related materials and tools, carefully designed to enhance your experience and support your vital role with FirstHome IQ. Here, you'll find everything you need to stay informed, engaged, and prepared as you contribute to our shared mission.
From important updates and documents to key tools for collaboration, this hub is dedicated to streamlining your involvement and ensuring you have quick access to everything you need to help us move forward together.
QUICK LINKS
UPCOMING SCHEDULE
QUARTERLY BOARD MEETING
Wednesday, October 1, 2025
10am Pacific
CONTACT THE TEAM
Kristin Messerli - Executive Director
Katie Shive - Marketing & Ambassador Leadership
Cindy Smith - Onboarding & Compliance
Alex Mendoza - Operations Support
MEETING RESOURCES
JUNE 2025 BOARD MEETING
KEY COMPANY DOCUMENTS
This section will provide easy access to essential FirstHome IQ documents that board members may need to reference for strategic understanding and operational insights
Partner Introduction Toolkit
This crucial section will equip board members with the tools and information to easily facilitate introductions to potential lender and vendor partners.As a valued board member, your network and influence play a pivotal role in expanding FirstHome IQ’s reach. This section provides the tools and resources you need to effortlessly introduce potential lender and vendor partners to our ecosystem. With these materials, you can confidently make connections that will contribute to our ongoing success.
Why Your Introductions Matter:
Your introductions are key to FirstHome IQ’s growth and success. As a board member, your connections help build valuable partnerships that align with our mission. These relationships open doors to new opportunities, strengthen our network, and enhance our impact in the mortgage industry. Your support in connecting us with the right partners drives our continued innovation and success.
Ideal Partner Profile
Clearly define the types of organizations and individuals you're seeking to partner with.
Examples:
"We're actively seeking mortgage lenders specializing in first-time homebuyers with a strong commitment to educational resources and community engagement."
"We're looking to connect with real estate agencies that prioritize empowering their clients through comprehensive educational tools and resources."
"Ideal vendor partners include [specific types of vendors, e.g., credit counseling services, home inspection companies, real estate attorneys] that align with our mission of supporting first-time homebuyers."
Introduction Scripts and Templates
Email Templates for Introductions: A ready-to-use template that board members can easily copy, paste, and personalize for email introductions.
Suggested Content:
Subject: Introduction: [Board Member Name] & FirstHome IQ / [Their Contact Name]
Hi [Contact Name],
I hope this email finds you well
I'd like to introduce you to Kristin, the visionary behind FirstHome IQ. FirstHome IQ is doing incredible work empowering first-time homebuyers with essential education, resources, and a supportive community.
I immediately thought of you and [Their Company Name] because of [brief, specific reason for connection, e.g., your commitment to client education, your extensive network in the lending space, your innovative approach to real estate]. I believe there could be a great synergy and mutual benefit in exploring a potential partnership.
Kristin, meet [Contact Name]. [Contact Name] is [brief description of contact's role/company and why they are a valuable connection].
I'll let you two take it from here.
Best regards,
[Your Name]
[Your Title, FirstHome IQ Board Member]
Short Messaging/LinkedIn Template: A concise message for quick introductions on platforms like LinkedIn or direct messages.
Suggested Content:
“Hi [Contact Name], I'd love to introduce you to Kristin from FirstHome IQ. They're making a huge impact in first-time homebuyer education. I think you'd find their mission and potential partnership valuable given [reason for connection]."
Verbal Script for In-Person Networking: Key talking points and a brief elevator pitch for FirstHome IQ, designed for quick, informal conversations.
Suggested Content:
"I'm on the board of FirstHome IQ, an organization dedicated to empowering first-time homebuyers through comprehensive education. We're currently looking to partner with lenders and vendors who are passionate about supporting new homeowners. Do you know anyone who might be a good fit?"
FirstHome IQ One-Pager/Overview PDF: A downloadable, concise document that board members can easily attach to introduction emails. This highlights FirstHome IQ's mission, value proposition, key services, and impact.
Media & Presentations
This section showcases FirstHome IQ’s external presence, including media coverage and presentations at industry events. It provides insight into how we’re communicating our vision and thought leadership. Use these materials to stay informed and share our story within your networks.
GrowthCon Presentation
Note: At 8:30, Kristin walks through what the FirstHome IQ presentations are, what we do, and how we encourage people to become ambassadors and join the info sessions.
How You Can Help
Beyond introductions, this section outlines other concrete and valuable ways board members can contribute to FirstHome IQ's success.
Share Our Story:
Help amplify FirstHome IQ’s impact by sharing our social media posts, news, and achievements within your professional and personal networks. Your support in spreading the word strengthens our community and expands our reach. Below, you’ll find direct links to our main social media channels. Simply click to share and keep our story alive across your connections.
Provide Feedback and Insights
Your feedback is invaluable to us. We encourage you to share your strategic insights, operational suggestions, and general thoughts through the various channels available. Whether it's a quick comment or a more detailed recommendation, your input helps us refine our approach and drive continuous improvement. Feel free to reach out to any member of our team. Your voice is always welcome.
Join An Info Session
We invite you to attend—or even participate in—a FirstHome IQ info session to gain a deeper understanding of the user experience and the impact of our programs. These sessions provide valuable insights into how we serve our community, and offer a closer look at our operations, strategies, and results. Your involvement will help you stay engaged and better equipped to advocate for FirstHome IQ within your network.
Frequently Asked Questions
This section will evolve over time, addressing common questions and providing quick answers to help streamline communication and access to information. As new inquiries arise, we’ll update this space to ensure you have the most relevant and helpful details at your fingertips. Check back often for the latest answers and updates!
What is the best way to explain FirstHome IQ's core value proposition to someone unfamiliar with it?
FirstHome IQ’s core value proposition centers around empowering individuals to make smarter, more informed decisions in the mortgage process. We offer innovative tools and personalized guidance that streamline home financing, helping borrowers navigate the complexities of securing a home loan. By leveraging cutting-edge technology and a user-centric approach, we create a seamless and transparent experience that sets us apart in the industry. Whether you're a first-time homebuyer or a seasoned investor, FirstHome IQ simplifies the journey to homeownership while ensuring the best possible outcome.