Get Started: Step-by-Step

Step 1: Complete the initial form below

Step 2: Email marketing department will send over a draft template within three (3) business days

Step 3: Once your template has been approved, your content form will be draft in one (1) business day

Step 4: You will then receive an email with your content form link for you to upload your desired content to (after the initial setup period, your content link will be sent to you the first week of every month)

Step 5: Loan Officer is required to upload their desired content through the content link

Step 6: Once all content has been received, a draft of your newsletter will be prepared within three (3) business days

Step 7: Once draft and target audience has been approved, the email will be scheduled and sent out

👇Complete the Form to Get Started 👇