Templates Features

Save time by creating templates which you can share and use throughout the software.

1

Loan Program

Create an unlimited number of loan program templates for use when creating financing scenarios on proposals or open house flyers.


Create loan program templates for:

  • Conforming
  • FHA
  • VA
  • Fixed Rate
  • ARM’s
  • etc…

Share a template with other users in your branch, region or company.

2

Email

Create an unlimited number of email templates for use when delivering proposals or open house flyers by email.


Use merge fields within a template to automatically pull in user, lead or subject property information.

Share a template with other users in your branch, region or company.

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3

Closing Cost

Create an unlimited number of closing cost templates for use creating financing scenarios.


Create a template once and simply pull the fees from a template directly into a financing scenario.

Fees can be dollar based or percentage based.

Share a template with other users in your branch, region or company.

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4

Tracking Items

Create an unlimited number of tracking item templates for use when tracking items such as documents and verifications needed for loan files.


You may want to create unique templates for various types of loans such as conventional, FHA, VA, which might require different documents and verifications.

Share a template with other users in your branch, region or company.

5

Landing Pages

Create an unlimited number of landing page templates for use when creating landing pages.


Start with one of the professionally designed templates we provide and modify the CSS, HTML and content to make it your own.

Note: this template is only available to corporate account administrators.

Copy Template

Need to create a new template similar to an existing template? Just copy a template and tweak the copied template.

Sharing

Branch managers, regional managers, and admins can create templates and share them with their orgranization.

Save Time

Templates allow you to save time by creating what you need once and re-using it as needed.

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