Results 1 to 4 of 4
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11-07-2019, 06:11 PM #1
- Join Date
- Dec 2015
- Posts
- 55
Program or software to send packages to lenders with ease
Is there a google plugin or tool that will allow you to select the lenders you want to send a package to from a list and then have it send separate emails to each of them?
I'm manually sending out my emails with attachments to my lenders but would like a faster was without having to use a CRM.
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11-07-2019, 06:16 PM #2
- Join Date
- Feb 2017
- Posts
- 3,427
Look up "mail merge"
It's not exactly what you're looking for, but it's close.
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11-08-2019, 09:56 AM #3
- Join Date
- Jun 2017
- Posts
- 2,049
Bcc???
If your not using a CRM. The lenders emails should pop up they are all either submission submissions newdeal app or some variation. Once they are in you address list, just bcc them, its pretty fast.....
or get a crm.
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11-08-2019, 09:57 AM #4
- Join Date
- Dec 2015
- Location
- Costa Mesa
- Posts
- 233
If you change your mind on the CRM let us know. We have lender submission technology that allows you to package up all your docs for a merchant, choose all the lenders you want to send it to, and then submit. You can track all your submissions, status out each submission, take notes on each submission and then run reports on all your submissions to better understand lender performance. Demo link below.
www.centrexsoftware.com/full-demo
Cheers,
Trey Markel (888) 622-5810 ex 101
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