Quick Reference Guide

Transcription

1 Quick Reference Guide

2 Your MACH3: Your company logo, your photograph and signature appear as they would in print and campaigns. Security: Change your password and view an audit trail of visits to your MACH3 site. Support: Detailed help pages and access to the MACH3 knowledgebase. My Details: Review and amend the information MACH3 holds about you. (These details are used in your marketing campaigns.) My CRM: Manage your client mailings and relationships. My Database: Upload, view and manage your database of contacts. My Marketing: Create, order and manage your marketing - Automated Programs, on demand Custom Campaigns and Collateral. My Reports: Monitor your loan production and marketing activity. Instant Campaigns: Enabling you to react quickly to immediate sales opportunities. Productivity Dashboard: A quick summary of key metrics. Loan Production: Compare recent originations with the same months in the prior year. Source of Business: Identifies where your business has come from in the current year to date. Realtor Referrals: Displays which key referral sources have most frequently been included in year-to-date closings. Opportunity Alerts: Opportunities within your database for the current day [User only]. MACH3 Home Page Management Alerts [Manager access only]: Enabling quick action to remedy departures from company policy and monitoring what your staff actions have been taken. Feedback: Click this link (located at the bottom of every page) when you want to provide feedback about MACH3. Contact Client Services if you need help completing your task or want a deeper understanding of functionality. For more information or assistance, please contact: client.services@turningpoint.com (888)

3 Profile Details User Basics: Review, add, or edit your details which are included in your marketing communications. Please note: Errors that appear here will also appear in your communications to your contacts - review carefully to ensure the integrity of details. Graphics: Upload,replace or view your photograph and signature. When uploading a graphic, be sure to use file types.jpg or.jpeg for best results. MACH3 Support Book a Demo: Sign up for a live session, where you will be guided through MACH3. Webinars: Download and watch previously recorded sessions on a list of topics. Search Bar: Search the entire support page by key words. Video Tours: Watch videos on how to take advantage of some of MACH3 s useful features. Drop-down Navigation: A handy dropdown list of key topics that link to support pages filled with useful information. Reference Guides: Download useful guides on a wide variety of topics. Account Tools: A list of tools to help get you started in MACH3. Click on the Support Tab at the top right of any MACH3 page for quick access to the support page. Visit:

4 Office & Billing Details Data Set-up Office Basics: View and edit your details, such as name, phone,website, or disclaimer [Manager access only]. Please note: Errors that appear here will also appear in your communications to your contacts - review carefully to ensure the integrity of details. Graphics: View and edit company logo. When uploading a graphic, be sure to use file types.jpg or.jpeg for best results [Manager access only]. Billing Payment Type: View and edit your payment type to ensure you have the proper billing set up for your account, such as name, title, and contact information. Invoices/Payment Receipts: Select your destination for invoices and/or payment receipts of your orders. Credit Card Details: Enter your credit card details, expiration date, name on credit card, and credit card address to ensure efficient processing of your campaigns. Data Set-up Data Contact: Enter the details of the person responsible for sending your data to the system [Manager access only]. Data Activation: Enter the details of the person responsible for reviewing your data prior to activation.

5 Contact Management My CRM Contact Management Search: Search your contact type along with a variety of options to help narrow down your search. Calendar: Review different event types and activities sent on your behalf along with reviewing specific details by date. Click on the Calendar Key to help select different items in your calendar. Preferences: Create Buckets and Statuses to categorize you contacts for easy segmentation of your database. Transaction History: View all loans associated with a particular contact. Click the [View] link to see more details regarding a particular loan. Communication History: View a complete record of every communication that has been sent to a contact, either via automated marketing campaigns or on demand custom campaigns. Actions: Add notes, record the details of a conversation or schedule a follow-up call with a contact. For more information or assistance, please contact: client.services@turningpoint.com (888)

6 Data Entry Management Data Entry Data Type: Select the type of contact you are entering or uploading to ensure where the data will be placed in your database. Manual Entry or Upload: Select whether you will be uploading an Excel or.csv data file or manually entering your contact data. Data Provided: Select where this data was obtained from. What To Do With This Data: Select where you would like this data to reside within the system. Enter Data Manually: Enter your data manually here. Review the details before saving to ensure data integrity. Manage Data Select Database to Manage: Prospects Applicants Borrowers Partners Search: You can search by name, loan number or ID by entering in the details you want to search by. Show Select: You have several options to choose from in order drill down into your data for specific criteria you are looking for. For more information or assistance, please contact: (888)

7 Marketing Automation On Demand Collateral Activities Library Audience: View campaigns that address specific audiences (or select all to see more selections). Category: Choose a specific category to quickly find a relevant campaign type within the library. Format: Select a media type along with a format you would like to use to build your campaign. Run Campaign: Select to begin the process of running your campaign. Copy/Move: Copy a campaign or move it to your personal or t library. Request Authorization: Send a message to a manager that you wish to use this campaign. Marketing-Toolbox : TTP owned activities available for use if permissions are granted by corporate managers. Delete: Remove the campaign from your library. Company: Items uploaded by your company/office for use. Personal: These are items individual users upload with availability for ones self - permission based authorization. Collateral Catalogue Create Your Collateral: Upload your personal/ company collateral items for future ordering. Personalize a Template: Download a fillable PDF you have previously uploaded to be used by others for them to upload to their personal collateral library. Browse The Catalogue: View what is available in the current libraries of collateral materials. Click the different tabs to reach the library of your choice. Order: Begin the process of ordering the collateral. View Sample: View a sample of the item uploaded into library. Note: This is a non-variable version of the collateral piece - next step will give you the variable [proof] - where variable templates apply. Review/Edit: Edit the choices of the layout selections of the individual piece. In some cases it may require a manager to access this portion. Copy/Move: Copy an item or move it to a your own personal library for modifications or changes to original. Authorization: Send a message to a manager if authorization is required.

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