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Q: What is an Event? A: An event is a place for you to create automated tasks based on specific mortgage details, special occasions/holidays or birthdays. We have built these for you, but you will need to subscribe your database. Please visit Opportunities and sign up address your possible opportunities ASAP. Q: I am not getting any Birthday or Mortgage renewal reminders, do I have to set up my own events? A: No, all you need to do is go … Continued

Canada’s anti-spam legislation (CASL) came into effect July 1, 2014. It is in place to protect Canadians while ensuring that businesses can continue to compete in the global marketplace. If you use electronic channels to promote or market your organization, products or services, Canada’s new anti-spam law may affect you. Below is a handy info graph to assist you with whether or not you can email that electronic communication. (The information displayed in this article is not to be used … Continued

Users can add a custom signature to their outbound marketing by going to Tools > Settings > Profile. This signature can be a graphic or typed text. Adding a graphic to your Signature Users can add a custom signature to their outbound marketing by going to Tools > Settings > Profile. This signature can be a graphic or typed text. Scroll down to the middle of the page where you will see ‘Email Signature’. By clicking the icon circled in … Continued