Events and Opportunities – FAQ’s

Events and Opportunities – FAQ’s

Q: What is an Event? A: An event is a place for you to create automated tasks based on specific mortgage details, special occasions/holidays or birthdays. We have built these for you, but you will need to subscribe your database. Please visit Opportunities and sign up address your possible opportunities ASAP. Q: I am not getting any Birthday or Mortgage renewal reminders, do I have to set up my own events? A: No, all you need to do is go … Continued
Adding a custom signature to your marketing

Adding a custom signature to your marketing

Users can add a custom signature to their outbound marketing by going to Tools > Settings > Profile. This signature can be a graphic or typed text. Adding a graphic to your Signature Users can add a custom signature to their outbound marketing by going to Tools > Settings > Profile. This signature can be a graphic or typed text. Scroll down to the middle of the page where you will see ‘Email Signature’. By clicking the icon circled in … Continued