Your Complete Real Estate Marketing Solution
equity key campaign creation process
1.) Select the type of prospects that you wish to reach.
Choose FICO based prospect attributes:
You can target seniors with revolving debt. This data is provided by Experian and TransUnion. (However, this may provide lower coverage as over 60% of seniors have no debt and fall off the Experian TransUnion radar.)
Choose Demographic based attributes:
Demographic based prospect attributes allow you to reach out to the over 90+% of all eligible seniors in the United States.
2.) Select area, number of prospects and choose FICO-based attributes OR
Select area, number of prospects and demographic based attributes
3.) We provide you with a number of calculators. Rename our generic jumbo calculator to promote your own or we can custom create your private jumbo calculator. Insert fees and current interest rates.
4.) Choose loan programs to be inserted into the CRM
5.) View data in the CRM.. For additional CRM features and information please visit:../documentation/CRM.html
6.) Click on the Edit Template button in the CRM to choose the type of template to use
7.) Modify an existing template or create a new template. We provide you with a range of industry specific fields, computed fields and tags giving you creative flexibility to produce letters, postcards and emails which are fully personalized to your target recipients. For additional Editor features and information please visit: ../documentation/editor.html
View finished letters reverse mortgage FICO and demographic
Always view your letters in PDF file format before printing and mailing a campaign!
8.) Print and mail or click on 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!