A SmartStore gives the banking and lending marketer more control over content and timelines, and helps ensure that branch manager, mortgage officers, and financial advisors have access to the most up-to-date, corporate approved sales and marketing collateral. The real-time reporting feature enables you to monitor the activities of your branch managers, manage your marketing budgets at the branch level, and tracks the efforts of your lending officers - in real-time! The?SmartStore automatically saves an electronic version of every item every created and ordered, empowering you to audit offers, direct mail, and brochures for up to seven years.
Communications
- Direct Mail Postcards
- Refinance Offers
- Loan Offers
- Account Acquisition Mailers
- Rate Sheets
- Loan Applications
- Account Brochures
- Statements
- Stationery
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Users
- Branch Office Managers
- Marketing Managers
- Loan Officers
- Brokers
- Financial Advisors
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