- Under Real Estate Report Card, choose the state and county.
- The report card shows your client affordability, median income, and job growth in a descriptive chart breakdown.
- Under Appreciation, fill out the following information:
- Appreciation Types
- Closing Costs
- Down Payment
- Appreciation Years
- Appreciation Rate
- Under Rent vs Buy, choose either Buying only OR Considering renting.
- At the top of the page, click Create Marketing Kit when finished.
- Users with daily email notifications enabled see their created marketing kits in their summary.
- Users can view kits assigned to each contact within the individual contact page under External Campaigns.
- TE delays sending a kit for one day when a marketing kit email has been received so the user may choose to prevent that kit from sending altogether.