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Surefire Content Editor

August 23, 2011 by · Leave a Comment 

You will use the Surefire Content Editor when creating and modifying templates for your emails, cards, letters, and even your Address Stamper. Basically anywhere you can customize content you will see this editor. This tutorial covers everything you can do with this editor, from basic to advanced.

  • This editor is currently optimized for the latest version of Internet Explorer. If you are on an older version of IE or a different browser certain features may not be available.
  • You can hover your mouse over the controls buttons to see what they do.
  • For our more advanced users, there is a button for HTML where you can modify the HTML code behind the template. But please do this with caution and be advised that not all HTML attributes can safely make the web-to-print transition so if modifying a template for a card or letter you probably want to avoid this feature.

Contact Types

August 23, 2011 by · Leave a Comment 

Using Contact Types in Surefire is a great way to very generally identify who a person is in your database. Each Surefire account comes with 5 system default Contact Types, and administrative users for each account can add Custom (or sub) Contact Types under each of the 5 system defaults to more specifically identify who a contact is.

  • The Contact Type (and Custom Contact Type) of each contact record in your Surefire database can be changed at any time (by you or an administrator on your account) by simply clicking the Edit button under a contact record.
  • Surefire comes preloaded with 5 system default / parent contact types that cannot be deleted or modified.
  • Custom Contact Types can be added under any of the system default Contact Types by account administrators.
  • Account administrators can also edit and delete these Custom Contact Types.
  • Custom Contact Types are company-wide, so each user of a multi-user account with all have the same Custom Contact Types. This enables account administrators to do company-wide email blasts targeted to these universal Contact Types.

Groups vs Contact Types

August 23, 2011 by · Leave a Comment 

Many of the same database segmentation goals can be achieved by using either Contact Types or Groups. At the end of the day, the goal is to have your database segmented in a way that makes sense so you can send targeted marketing messages to the right people. We have found that most people have a tendency to try to over-use Contact Types in situations where using groups probably makes more sense. Below are a few things to keep in mind when trying to decide if you want to use a Group or a Contact Type to achieve a specific goal:

  • Each contact in your Surefire database can only have a single Contact Type and a single Secondary/Custom Contact Type. However, each contact can be a member of as many groups as you like.
  • Contact Types are company/account-wide, meaning all users/LOs on a specific company Surefire account use the same set of Contact Types. This allows for company admins to send company-wide emails to out to targeted audiences on behalf of their users/LOs. Groups are managed user by user.
  • You should use a Contact Type to identify generally “who” a contact is in your database. This person is a client, this person is a prospect, this person is a realtor, etc. The more specific means of segmentation are probably better suited as Groups.
  • One example scenario is if I wanted to identify people in my database who are on my tennis team. It probably doesn’t make sense to do this via a custom Contact Type, because each of these contacts can probably have a more general description, meaning they are also probably either friends or clients. And since you can only use a single Custom Contact Type you probably want to reserve that for something broader. So for this scenario a Static Group that I manually move my teammates in and out of each season probably makes the most sense.

Static and Dynamic Groups

August 22, 2011 by · Leave a Comment 

Groups are a great way to segment your database to allow you to send targeted messages to specific subsets of your database. Static groups are groups where you manually move people in and out of them. And dynamic groups are basically saved searches where contacts move in and out of a group based on data stored in their contact record within Surefire.

  • When you delete a group it only deletes the grouping mechanism, none of the contacts in that group are deleted.
  • Groups are unique to each user on a multi-user account; they are not company-wide.
  • You can move contacts in and out of a static group either on the static group page, or on that person’s contact record under the Groups tab.
  • When creating a dynamic group as an administrative user, it is important to pay attention to the Contact Owner field. This is where you will indicate if you want only your contacts, only another user’s contacts, or you can leave blank to include any applicable contacts for the entire company-wide account.
  • When creating loan specific dynamic groups, it is important to pay attention to the Loan Status field. Most of the time when saving these loan searches you will only care about Closed loans, not In Process, Denied, or Withdrawn. So make sure Closed is selected for this option.

Email Blast

August 22, 2011 by · Leave a Comment 

This tutorial covers the basics of how to send an email blast to your database (or a sub-section of your database) using Surefire. You can created targeted messages to send to specific sets of people. A few noteworthy items below:

  • When manually adding a contact to your recipient list their name will only show up in the search bar if they aren’t already in the email list and they have a valid email address.
  • When administrative users are sending a companywide email, the emails come from the correspond ending user (LO) for each contact.
  • Company-wide emails cannot utilize groups to add contacts to the list, only contact types and manual add. Groups are managed user by user so there would be no uniform way to use them on company-wide emails.
  • If your account is not setup to be able to use the email blast wizard then this option is not available to you.
  • If your account is not setup to be able to utilize the campaign manager or you don’t have permission to create new templates then you won’t be able to save emails as templates for future use.

Property Listing Sites

August 16, 2011 by · Leave a Comment 

Creating a single property listing site with your Lenderama website platform is quick and easy. Below are a few key points:

  • Set global QR Code settings
  • Add Real Estate Agent and Mortgage Originator profiles
  • Gather pictures and property description from the Real Estate Agent
  • Create a listing site using the above information

Please note the following:

  • Images need to be roughly 640 x 430 in pixels when uploaded to the slideshow
  • It is not necessary to select “Insert Into Post” when loading images

For full visual directions on the updated image upload process, please download the PDF here.

Custom Menu Navigation

August 16, 2011 by · Leave a Comment 

The main navigation menu on your site, by default, is made up of various pages from your blog. You can customize what goes in your main menu, and the 3 menus in the footer of your page, by:

  • Under “appearance”, select “Menus
  • “Add a new menu
  • Drag and drop items onto your menu
  • Drag and drop items to reorder menu items or create sub-selections
  • Save your menu
  • For “Header Menu” select the menu you just created
  • For the footer menus, use the “menu” widget in the widget section

Basic Customization

August 16, 2011 by · Leave a Comment 

There are many steps involved with setting up a new Lenderama mortgage website, but the initial process of getting started with your new site has been designed to be as quick and painless as possible. There are only a few steps you’ll need to pay attention to in the beginning, and you can literally be ready to roll in about 30 minutes or less.

  • Update your WordPress User Profile
  • Update your Staff Profile
  • Change website Title and Tagline
  • Add company name to Legal and Privacy Policy pages
  • Update your About Us page

Setting Your Domain Name

August 16, 2011 by · Leave a Comment 

  • Login to lendomains.com or Godaddy.com and go to Domain Manager
  • Select domain you wish to use for new blog
  • Under Total DNS, click on Total DNS Control
  • At the top is you’re A (Host) record, it will have an @ sign. Scroll to the far right and click on the edit button. Change the Points To IP Address to: 50.31.0.116
  • Notify us at lenderama@topofmind.com when changed – please allow 48 hours

*If you use a registrar other than Lendomains or GoDaddy, please contact the customer support of that registrar to find out how to modify your A Record to point to our IP address.

Don’t own your own domain name yet? Click here to purchase your domain name now from Lendomains.com.

Lenderama Theme Options

August 16, 2011 by · Leave a Comment 

You can use the Lenderama menu on the WordPress Dashboard to control color scheme, items (posts and pages) to display on your home page, flash slider/tabber customization, header text, adding a logo or custom banner to the header of your site, analytics / stat tracker code, etc.

Image Dimensions

Image Height Width
Home Page Slider
Fill Width Slider 240 px 960 px
Fill Width Slider Thumbnail 190 px 300 px
Column Width Slider 261 px 650 px
Column Width Slider Thumbnail 200 px 200 px
Black Text Banner (not an image) 68px variable
Home Page Thumbnails
Individual Post/Page 280 px 280 px
Side-by-Side Posts 120 px 100 px
Property Listing 280 px 280 px
Property Listing Images
House Pictures variable 640 px
Agent/LO Pictures 100 px 90 px
Agent/LO Logos variable 200 px
Staff Directory and Agent Profiles
Agent/LO Pictures 100 px 90 px
Website Header
Custom Banner variable (115 recommend) 960 px
Header Logo 100 px 600 px
Sidebar Images
Sidebar Image/Logo variable 245 px

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