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 Summer 2025 Page 1 Welcome Article (Character limit, including spaces: 650):
The housing market headwinds continue to blow, characterized by limited (though somewhat improved) inventory and ongoing affordability pressures. That doesn’t stop us from crafting great solutions for buying and refinancing. In this issue, we cover the resurgence of adjustable-rate mortgages (ARMs), and discuss down payment assistance programs for those that need to buy. We also discuss how families can support the next generation with tools like a “gift of equity.” With an arsenal of solutions, we approach the rest of 2025 and 2026 with optimism. Let me connect you to all the tools helping buyers navigate today’s complex market!
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
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 Summer 2025 Page 3 Sidebar Article (Character limit, including spaces: 485):
It’s our goal to create the financing package that fits your needs exactly and helps you efficiently finance the home of your dreams. With regular access to new loan products that open new doors for all kinds of scenarios, it creates opportunity out of what might once have seemed impossible. Helping clients like you achieve your homeownership goals is what keeps us going. It’s a privilege and a pleasure to work with you. Thank you again for your trust and your business.
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
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 in greater detail – virtual or in-person, the coffee (or Starbucks card) is on us! 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!
