This video explains how to set up templates, so that you aren't setting up each binder from scratch.
There are 5 key areas that you can set up:
1. MAINTENANCE ITEMS
This is where you can adjust any tasks that you want to remind clients.
You shouldn't have to modify anything in this section, as all default appliances are already set up.
3. HOME PROFESSIONALS
This is where you can add in home pros that you would personally recommend.
Here is where you can add in any generic document that would pertain to ALL of your clients. Examples might be a first payment letter or coupon, referral document, or perhaps educational documents about the loan process.
5. PERSONALIZED MESSAGE
This is where you can add in a message that would pertain to ALL of your clients. It will come through in the initial transfer email to your clients allowing them to access their binder. Feel free to customize this message for your business!