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extensive built-in template library

to create a personalized letter with pre-populated fields about your prospects' needs and interests, customize a cover letter, email or post card template


professional quality templates


Our library of templates features cover letters and postcards in different writing styles, including:

Personalized Auto Dealer, Realtor, Builder, Direct Lender, Mortgage, Reverse Mortgage and Equity Key Cover Letters designed exclusively for your industry
Each campaign has templates with demographic, auto, real estate and/or financial fields identical to the Customer Relationship Manager, (CRM) campaign data inserted into the body of the template letter. Cover letters are available in either traditional or informal writing styles. All templates must be customized with agents' photos, logos, contact information and signatures. Generic templates are also available that provide only text -- data fields must be created in the crm and imported into the generic template.

(click on template images to view a larger version)

reveresesm
Personalized Reverse Mortgage Letter
formal
Customized New Homes Builder Letter

Our extensive library of templates is available in both cover letter and email formats:

Click on the campaign templates you would like to view

REAL ESTATE CAMPAIGNS
new homes templates
new homes postcard templates
first time buyer templates
second homes templates
retirees templates
retirees (out of state) templates
short sale templates
homeseller templates
investor templates


BUILDER CAMPAIGNS
new homes templates (including FICO/first time buyer)
new homes postcards templates
second homes templates
retirees templates
retirees (out of state)


AUTO DEALERS CAMPAIGN
auto dealer templates


EQUITY KEY CAMPAIGN
equity key templates

REVERSE MORTGAGE CAMPAIGNS
FICO Reverse Mortgage templates
Reverse Mortgage Debt templates
Equity Key templates

DIRECT LENDER FICO CAMPAIGNS
debt consolidation templates
personal loan templates
first time mortgage financing templates
first time buyer templates

Coming Soon!!

credit line templates



MORTGAGE CAMPAIGNS
first-time mortgage templates
FICO first-time mortgage templates
FICO loan consolidation templates
first-time buyer templates
FICO first-time buyer templates

Coming Soon!!

cash out refinancing templates
rate and term reduction templates



 

Create Your Own Templates

All users can create a new template from scratch. (See the Users Guide for details)

We have made the process of modifying and creating new templates easy, and we provide an easy to use Help menu. For a slight fee, we can also completely customize your templates.