Customization Help – Articles

In this section, we provide a bit of help with what to say for the various customizable articles you can create. Essentially, the sky's the limit. But here are a few examples, and how they would appear in print.


Agent's Welcome Article (Page 1 right-hand column)

The welcome column allows you to greet your clients on page 1 and let them know what's going on, share the latest news, give recommendations, etc. Start with a Salutation and close with a Signoff. Image at right is of an older one, for reference only, and colors will coordinate with those of the current issue.

Salutation Example: Greetings!

Default FALL 2026 Page 1 Welcome Article (Character limit, including spaces: 650):

Welcome to the Fall 2026 edition of my mortgage marketplace newsletter! Mortgage rates remain higher than many homebuyers had hoped, but the housing market is changing in ways that may create new opportunities. More homes are available for sale, buyers in many markets have greater negotiating power, and evolving mortgage guidelines and financing strategies may open doors that borrowers haven't considered. Whether you're thinking about buying, selling or simply wondering what today's market means for your plans, good information and a smart financing strategy can make a real difference. If you—or a friend or family member—are considering a move, let's talk!

Copy/Paste this into the Page 1 Welcome Article editor on your Control Panel for a quick start, or leave the editor blank, and we'll use this as the default!

Signoff Example: Jen

Image

Agent's Sidebar Article (Page 3 right-hand column)

The sidebar column on Page 3 allows you to customize the inside of your newsletter. We think this is a great place to say thanks, ask for a referral, mention a new product, talk about a service you offer -- and more. Close with a Signoff. Image to the right is of an older one, for reference only, and colors will coordinate with those of the current issue.

Image: Draw attention to your article by picking an image to start it off.

Default  FALL 2026 Page 3 Sidebar Article (Character limit, including spaces: 480):

Every borrower—and every transaction—is different. My job is to find the financing strategy that fits your goals. I compare loan programs and structures, explain the tradeoffs clearly, and help you identify the options that make the most sense for you. From application through closing, I'll manage the details, answer questions and keep the process moving. My goal is simple: expert guidance, more choices and a smoother path to financing your home.

Copy/Paste this into the Page 3 Sidebar editor on your Control Panel for a quick start, or leave the sidebar editor blank, and we'll use this as the default!

Signoff Example: Jen

Image

Call to Action (Page 4 left-hand column)

Our experience has been that asking your clients to take action is essential. Invite them to coffee with you (our favorite!). Invite them to a mortgage review. Invite them to an educational event. Urge them to visit your web site. Hold a random (important) drawing. Ask for feedback! Get creative! The main thing is to CONNECT.

Image: Picking an image that fits your own call to action piece.

Default Page 4 Call-To-Action Article (Character limit, including spaces: 400):
Our financial reviews are always complimentary, and we know your time is valuable, so the coffee is on us. Let's connect, and we can discuss your financial aspirations and homeownership plans in greater detail.  We can recommend solutions that can help you today, and longer term. Just mention this newsletter offer and we will find a time to meet.


Copy/Paste this into the Call To Action Ariticle editor on your Control Panel for a quick start!

Image