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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.