by focusIT Support Team | Aug 2, 2017 | FocusIT Blog
Save time and increase productivity by creating templates for the types of loans and programs you use most often, for example, 30-year fixed FNMA. Here’s how to do it in six easy steps: 1. Open the Templates tab from the left navigation menu. 2. Select Loan Program....
by focusIT Support Team | Aug 2, 2017 | FocusIT Blog
The steps are as follows: 1. Log into Pulse 2. Click on the Setting button 3. Click on Email Templates 4. You will see two tabs, one labeled “Email Templates” and one labeled “Email Skins”. Click on “Email Templates” 5. Scroll down to locate the email template you...
by focusIT Support Team | Aug 2, 2017 | FocusIT Blog
• Log into Pulse Marketing • Click on “List” • Click on “Create List” • Give the List a Name • Choose the type of List, either Automatic or Dynamic • Select the Branch or Branches • Click on “Next” • Under the “Add to List Filter” page click the “Users” tab • Click...
by focusIT Support Team | Jun 26, 2017 | FocusIT Blog
Steps are as follows 1. Find it at the top of your list 2. Go to the Actions button and click the down arrow 3. Select Copy from the list 4. Click on confirm 5. Click on OK 6. Now you will see a second copy of the Master with an _ and numbers at the end 7. Open this...
by focusIT Support Team | Jun 26, 2017 | FocusIT Blog
The Menu bar is made up of 5 Buttons that help the user navigate their way through the system. Button 1: Templates – This feature allow the user to create their own Marketing Templates or modify the ones delivered with the program. It also provides a wonderful...
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