Point User Guide 399
Standard marketing documents
To generate a standard marketing letter:
1 Click the Reports & Marketing tab from the navigation panel to open the
Reports &
Marketing Generate Results
screen.
2 Select the data folders where the data is to be obtained. Click Select All to collect
report data from all data folders.
3 Select the file types that you want to include in the report by using any combination of
the
Prospect, Borrower, and Include Co-Borrowers check boxes.
4 In the workspace, select
Marketing to specify the type of output, and select one of the
letter templates from the dropdown list.
5 If not already displayed, click Additional Filters to display more options to refine your
report criteria.
6 Use the Loan Rep and Loan Processor dropdown lists to filter the search results by a
specific loan representative or loan processor.
7 In the
Current Status section, select the status of the loans to include in the report, or
select
All to include loans of any status.
8 To filter only loans that were in a certain status during a specific time period, select a
loan status from the Status Date dropdown list and specify a date range in date fields.
9 Click Generate.
10 If the
Label Options dialog box is displayed, select a label type and click OK. Point
supports various standard Avery label sizes.
When the report generation is complete, a Point Report Viewer document is displayed
that contains the records that are produced from the report.
11 To prevent a letter from being created for any record, select the record and click
Delete Selected Rows.
12 In the Mail Merge Document(s) box in the lower left corner, select the template option
that you selected in Step 4.
13 Click Generate.
The records are merged into with the marketing letter that you selected and output to
a Microsoft Word document. The letter is copied for each record on a separate page.
14 Click Print to print the letters.
15 To use the merged letters again, save the Word file.
Generating a standard marketing e-mail
Use the standard marketing e-mail templates to generate e-mails for mass mailings to a
select group of clients or prospects.
1 Click the Reports & Marketing tab from the navigation panel to open the
Reports &
Marketing Generate Results
screen.
2 Select the data folders where the data is to be obtained. Click Select All to collect
report data from all data folders.
3 Select the file types that you want to include in the report by using any combination of
the
Prospect, Borrower, and Include Co-Borrowers check boxes.
4 In the workspace, select the Marketing tab to specify the type of output, and select
one of the e-mail templates from the dropdown list.
5 If not already displayed, click Additional Filters to display more options to specify
your report criteria.
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