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How to Create Single Branded Print Marketing Material

  1. On the left navigation, click Print Marketing > Create New. 
    • This screen will show you all of the material available to you by your organization or from your co-marketing partner.
  2. Use the search bar or tags to look for infographics, print flyers, postcards, or EDDM postcards.
  3. Next to the print material you want to use, click Actions > Select
  4. Choose the lender AND/OR agent profiles then click Customize and Publish
  5. (Optional) Update the template. 
  6. Once satisfied, click Save First Draft.
    • You will receive a notification if your print material needs to be approved by your admin.
  7. Click Publish
  8. Choose Ok to proceed. 
    • The marketing material will now be added to your saved folder.

Click HERE to watch a best practice video on infographics. 

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