Chapter 16-Marketing Tools; Standard Marketing Documents; Marketing Templates - Calyx Point 7 User Manual

Marketing tools
Use Marketing tools to store information about your prospects and borrowers, customize
marketing documents, and produce custom documents that assist your prospects and
borrowers in making mortgage decisions.

Standard marketing documents

The Marketing documents feature operates similarly to the Reports feature. Use the
predefined templates that are included in Point to send form letters and e-mails and print
labels.

Marketing templates

The following predefined marketing documents are available in Point:
• Standard marketing documents
• Custom forms
• Documenting borrower and prospect personal
information
• Client communication
• Amortization schedules
• Cash-to-close statements
• Consolidating consumer debt
• Comparing loans
• Comparing renting to owning
• Prequalification
Document
Address Labels (Property
Address)
ARM Refinance Notification
Email
ARM Refinance Notification
Letter
Borrower Address Labels
(Mailing Address)
Co-Borrower Address Labels
(Mailing Address)
Contact Information Update
Post Closing Letter
In this topic
Description
Generate address labels for the property address.
Generates an e-mail to inform a homeowner that new loan
programs are available that can save them money.
Generates a letter to inform a homeowner that new loan
programs are available that can save them money.
Generates address labels for the borrower's mailing
address.
Generates address labels for the co-borrower's mailing
address.
Generates a letter requesting current contact information.
Generates a follow-up letter to send after a loan is closed.
Generates either a letter to thank the borrower or a letter
to request referrals.
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