- Under Lead Selection, choose a lead by checking the box next to their name.
- Use the search bar to quickly find your leads.
- Search by name, email, or phone number.
- Under Marketing Kit Details, fill out the following information:
- Kit Name
- Start Date
- Days Between Sends
- Under Loan Info, fill out the following information:
- Loan Amount
- Interest Rate
- Loan Term
- Prepayment Note: Prepayments will automatically populate based on the loan amount.
Click HERE for step 3.