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 2024 Page 1 Welcome Article (Character limit, including spaces: 650):
Welcome to our latest quarterly newsletter! The mortgage outlook has brightened considerably just in the last month, with interest rates having dropped by about three-quarters of a point since our last issue. Clients have been reaching out to see much this has improved their buying power or the potential for a refinance. In this issue we explore these favorable trends. We also review the value of a rate lock when rates are moving. And we look at the value of maintaining liquidity when buying and financing a property. We appreciate your business and enjoy staying connected with you. We look forward to our next conversation!
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 Fall 2024 Page 3 Sidebar Article (Character limit, including spaces: 485):
Thank you for the opportunity to assist you with your mortgage financing needs. We make it a point to bring insight and expertise to every client interaction - - hence the effort that goes into publishing this quarterly newsletter. Whatever your real estate dreams include, please reach out and let us apply that expertise to helping you achieve those dreams. We’ll work with you to put a great plan in place. We’d welcome a call from you or your family or friends, anytime.
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!
