Popular Articles
Member Status Coaching CRM
The Member Coaching CRM is located under Manage Members then Member Search. By selecting the Edit Pencil Icon , next to any completed success scan record, you can access their full records. On the Member Search page, you have a number of filters to ...
Database Building
Marketing when you get down to it is building a list (database), whittling that list down to target the best candidates to whom your message would be most effective, and delivering that message effectively. In this article, we will be focusing on the ...
Email Marketing
Inside your private label admin area under Training and Marketing is the section Email Templates. This provides you with 15 unique content email marketing templates. Each template is tied to a provided landing page with a unique topic video. Each ...
Lender Compliance
You can't understand lender compliance without understanding without learning a bit of how business lenders operate, let's cover a bit of that. Business Lenders sell their loan paper. What this means is that almost all lenders bundle and sell their ...
Industry Partners
Many business-to-business service providers have a large network of business clients that will need your business finance pre-qualification success scan and business credit building services. For the most part they will not have the time or ...