Your Complete Real Estate Marketing Solution
mortgage campaign creation process
1.) Select a mortgage campaign and title it with a unique name.
2.) Choose area, number of prospects and your prospect attributes.
3.) Create loan programs, insert fees and current interest rates.
Use Add Rows to create additional loan programs.
4.) Choose one of the apply options to insert loan programs into the CRM and chosen mail media.
5.) View prospect financial profile and loan scenarios. For additional CRM features and information please visit Documentation-CRM Page
6) Click on the Edit Template button on the CRM and select the type of template.
7). Modify an existing template or create a new template. We provide you with a range of industry specific fields, computed fields and tags that give you creative flexibility to produce letters, postcards, and emails personalized to your specific recipients. For additional Editor features and information please visit: Documentation-Editor
Always view your letters in PDF file format before printing and mailing a campaign!
8.) Print and mail or click on the the Print Services button (highlighted below) and leave the print and mail fulfillment to us.
Note: We advise that you always preview your print media in a PDF file format before printing hard copies!