‘Build’ Your Future Business Opportunities
Create pick ’em style reports to mine your data for new business opportunities.
|Filter your results into a CRM Audience List with just one click and start to send out targeted campaigns.|
Want to reach out to all of your first time homebuyers,
target potential reverse mortgage clients,
or send a thank you to your referral partners?
Done, done & done!
Join us for a DEMO to see how to ‘Build’ yourself new business.
Wednesday, July 7th at 4 pm ET / 1 pm PT
|To access ‘Build’ in your Velocity account, click “Reports” on the left side menu bar > “Build A Report” |
Training video to come.