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

I hope that your 2024 is off to a great start! After a tough 2023, we see several encouraging signs that will offer home buyers more choice and better rates. Homes for sale are in tight supply, so if you’re thinking of buying, it’s important to be ready to pounce. Rates are easing, but it might not be wise to wait for rates to drop below 6%. As rates fall, more buyers will enter the market and force home prices up. Let me help you, a friend or a relative stay ready by finding the right loan program and a pre-approval that helps you move quickly! Thank you, as always, for trusting in me and my team to handle your home financing needs!

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

It’s always a privilege to serve our clients, helping them achieve homeownership and real estate investment goals.  With a passion for problem solving and uncompromising service, we excel at finding a way – even when other firms give up -- getting each loan over the finish line on time, and delivering results that are above expectations.  Why not make 2024 the year that you take a step ahead financially - - contact me, and let’s review your situation and explore the possibilities!

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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