Usherpa CRM Enrollment

Profile Information

What's Included:
Contact management, removing exact duplicates, National Change of Address Processing (NCOA), creative design & set-up, automated closing gift processing and shipping, Inside Lending weekly email and Special Market Alert emails, Power Tools monthly email, thank you card mailed after closing, Home & Wealth and Holiday emails, prospect email campaigns and birthday emails.

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e.g. Office: (555) 555-1212
e.g. Mobile: (555) 555-1213
e.g. Fax: (555) 555-1214
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Additional Information
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Subscription
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Subscription is required
Marketing Packages

Make your choices for customer "touches" per year. Here's a selection of our most popular campaigns. We've made it easy to stay in touch 4, 8 or 12 times a year. Just pick one of the packages below and you'll be top of mind all year long!

Predefined package for Customer:
Step 1 : Choose Package Level
Step 2 : Pick from Direct Mail Campaign List

Choose Package Level *

Emails Only - These contacts will receive: Home Sight Newsletter Email, Birthday Email and a Thank You card on closing.
4 Mailings - These contacts will receive: All Emails Plus One Direct Mail Piece (4 times a year).
8 Mailings - These contacts will receive: All Emails Plus Two Direct Mail Pieces (8 times a year).
12 Mailings - These contacts will receive: All Emails Plus Three Direct Mail Pieces (12 times a year).
No Auto Marketing - Automatic emails and mailings will not be sent to these contacts. You can still order one off products from the store for them.
Package level is required
Closings

Would you like all of your closings to receive an optional closing gift? ($1.00 each, includes postage)

 Closing product selection is required
Thank You Cards
Price: $1.00
No Thanks
Closing Anniversary

Would you like all of your closings to receive an optional one year anniversary postcard? ($0.90 each, includes postage)

 Anniversary product selection is required
Closing Anniversary Postcard
Price: $0.90
No Thanks
Billing Information

No billing information is required at this time.

If you upgrade your subscription later, or order a direct mail product from the store you will be asked to enter your credit card information.

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Please review the following information before you click submit.

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Company
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Selected Product(s)

Closings      Edit

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