Loan Approval Tips

At Prudential Select Properties our Marketing Department thrives on our agents’ requests for marketing items that we see will help our agent population at large. This week’s addition comes from O’Fallon agent Kim McClintock who requested an eCard for ’Smooth Loan Approval Tips’ based on information provided by Preferred Home Lending.

Both a page on your website and an eCard were created to help your customers learn ways to get approved for a loan. The page appears under the Buyers section of your website. The corresponding eCard is also available under Contacts tab/Sale Tools on the backdoor.

Here is the Loan Approval Tips page and how to find it on the PSP websites:

Here is the Loan Approval Tips eCard:

To send the Loan Approval Tips ecard:

  1. From the backdoor of your site click the Contacts tab and then from the blue bar click Sales Tools
  2. Next click the button SEND SINGLE MESSAGE
  3. On the next screen in the To field type in the contact names or group names of who you want to send it to – as you start typing a dropdown will appear to choose names or groups from
  4. Now click the link at upper left ‘Create From Letter’ and scroll through the dropdown to find the letter Monthly Newsletter – July and click on it
  5. Finally click SEND NOW button at the lower right to send the eCard

Questions? Email helpdesk@discoverstl.com

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