Office Hours
Loan officers will learn how to create email templates quickly using the CRM’s AI builder by writing simple, clear prompts. The training shows how to set a goal for each email, like getting agents to reply or book a call, and how to customize messaging for specific audiences like real estate partners. It also explains how to use the Brand Voice tool so emails match your tone, style, and target audience every time. You’ll see how to fix common issues, like missing phone numbers, by checking custom values and contact ownership settings. The session also covers how to import designs from Canva using HTML and how to plug finished templates into workflows to save time.