As you probably already know, Point allows you to email documents from within the software. This is helpful when needing to get loan documents out. However, the email functionality also works great with marketing materials.
Using a customized marketing template, you can set up your materials to be emailed to the contacts you select. From there you create a marketing report and voila! You’re ready to hit send!
Of course there are quite a few steps in between but they’re not hard. I have walked through this process myself so I know it works. But while simple, the instructions are quite long. So I’m not going to list them here.