Enhance your QuickQual email template by including a borrower instructional video to help guide your borrowers through using the tool. This quick, animated video provides an easy-to-understand overview of QuickQual, making it accessible to borrowers who may be new to the technology.
Step-by-Step Instructions
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Log in to LenderLogix
Start by logging into your LenderLogix account. -
Access Your Profile
Once you're logged in, scroll down and select the Profile tab. -
Open the Email Template
In the Profile tab, find and click on the Email Template section at the top of the screen to access your email template settings. -
Edit the Template
- Decide where you'd like to insert the instructional video within your email template.
- After choosing the location (e.g., after the closing statement), type: "Here are your QuickQual instructions: QUICKQUAL_VIDEO_LINK"
- NOTE: "QUICKQUAL_VIDEO_LINK" will automatically pull in a link to the video for you upon sending to your borrowers.
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Save Your Template
Once you’ve updated your template, scroll down and select Save Email Template in the bottom left corner. -
Confirm the Update
Your updated template is now set up, and each time you email a QuickQual to a borrower, they’ll receive this template with the instructional video link included.
To download, and for immediate access to the instructional video, follow this link to your QuickQual Marketing Toolkit:
- https://info.lenderlogix.com/quickqual-media-toolkit
By adding this instructional video to your QuickQual email template, you’re providing borrowers with a simple, digestible guide to get started with QuickQual. As always, reach out to our team at support@lenderlogix.com if you need further assistance!