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 Summer 2024 Page 1 Welcome Article (Character limit, including spaces: 650):

Welcome to our Summer newsletter! Despite all the news about interest rates, we are still getting homes financed for clients who are focused on the long-term horizon.  Inflation and the job market continue to control the interest rate outlook, but rest assured, rates will eventually ease, creating opportunities to refinance. Meanwhile a quiet market with limited inventory means that home prices continue to rise -- a win if you are a buyer, regardless of the rate environment.  As always this is where our experience can make the difference!  I look forward to hearing from you and those you refer to us.  Enjoy a restful and joyful summer!

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 Summer 2024 Page 3 Sidebar Article (Character limit, including spaces: 485):

We’re thankful for the many clients we have been able to help over the years, and for the trust that each of you has placed in our team’s experience.  The mortgage industry continues to change and adapt to new market realities, as evidenced by all the new loan programs that have become available since rates began to rise.  We’re always excited to speak about these with any of our clients, and we welcome the opportunity to assist your extended family and friends as well.

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 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!

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