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

Spring is shaping up to be another season of opportunity in housing – despite the fact that rates have ticked up slightly from last fall.  More inventory, a more balanced market, and homeowner equity are creating new flexibility for buyers and sellers alike. In this issue, we explore strategies like buying before selling, making smart use of home equity, and knowing when refinancing truly makes sense. The market may still feel uncertain at times—but the right plan can turn complexity into opportunity. Whether you're planning a move or evaluating options, I’m here to help you navigate every step with clarity and confidence.

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

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

Thank you for the trust you place in me with your home financing needs. It’s an honor and a responsibility I take seriously, and I’m grateful for the opportunity to help you navigate these important decisions. If you—or someone you know—are considering buying, refinancing, or are simply planning ahead, I’d be honored to help. Your referrals mean a great deal, and I truly appreciate you keeping me in mind and sharing my name with friends and family.

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

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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!

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