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Newsletter
How to create letters and printing labels in the CRM
The CRM stores a lot of information including address information of your clients. This is particularly useful when you need to print mailing labels or letters. Watch the video below to learn how to do this in your CRM.
How to send a newsletter
Sending a blast to your contact database is something that is very common, whether this be for a recent rate announcement, or just to check in on a client who has an active mortgage with you. Here are the instructions showing you exactly how to reach ...

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