Application tabs and tools

• Upload data tab-upload and categorize your existing borrower database by rate, type of loan, and other options, and reach out with email and print campaigns.
• Single entry tab-used daily-to respond to borrowers with letters and emails that impress with their level of loan options and detail.
• Files tab-upload images and logos and input into templates
• Account tab-view invoices, payments, change your credit card information and see the numbers of emails and PDFs generated.
• Realtor tab- partner with realtors to offer loans and homes.
• Initiate a new campaign tab-choose your campaign, purchase data, and select where and who to target.
• Loan library tab-input current rates, rebates and create loan scenarios.
• Image library tab-upload homes images and details
• Campaigns tab-manage past and new campaigns.

Additional tools and databases

• Custom templates. With over 300 mortgage specific fields, we have the versatility to build made to order campaigns, and their accompanying print and responsive email templates 
• Loan Cost templates-generate detailed purchase, and refinance loan closing costs
• All PDFs and emailed previously sent are available for retrieval
• Multi property count-view the number of listings uploaded dynamically, add listings as needed
•  Settings-with dynamic and static property upload options, and other tools
• Fannie/Freddie/FHA loan limits database
• US zip code data­base

Creating a campaign

1. Create an account at http://1to1emarketing.com/1to1/agents/
2. Select a campaign, target its recipients, and order a campaign
3. We’ll buy and email you the csv file
4. Edit, and input rates to offer a variety of loan options to recipients 
5. Realtors will use a link to upload images and details of homes
6. Edit, preview PDF/email and sign off on campaign templates
7. We’ll print, mail, and/or email campaign to recipients, and provide proof of mailing

Exampe of a purchase loan cost