Marketing Library Features

Create a marketing library of flyers, brochures, postcards, etc… using your organizations approved marketing pieces. Each marketing piece is automatically branded and personalized with the information from each users user profile.


Marketing Library

Add flyers, brochures, postcards, door hangers, signage, etc… using your organizations approved marketing pieces.

Use special ‘Merge Fields’ within your marketing pieces to automatically brand and personalize each marketing piece with user information such as first name, last name, full name, work phone, cell phone, NMLS ID, address, email address, personal web site address, etc…


Unlimited Marketing Pieces

Your marketing library may contain an unlimited number of items.

You may end up with hundreds of items in your marketing library so we made it easy for users to search for the perfect marketing piece to fit their needs.

Users can search for marketing pieces by title, category or focus. For example, if the user is focusing on new purchase business the user can enter ‘Purchase’ in the Focus search box to narrow the marketing pieces that have purchase as the focus.


Email Campaigns

Loan Proposals makes it easy to send beautiful email newsletters and announcements and see stunning reports on the results.

Our template builder makes it easy for anyone to design beautiful email templates in minutes. Choose from a range of layouts, add your logo and tweak the colors. Each template is automatically optimized for mobile devices and looks great in every email client.

You can allow users to create their own newsletters or retain control at the corporate level and only allow users to select content provided by your marketing department.

Note: Email campaigns is a premium feature. You can access all of the email campaign features without spending a cent. You only pay once you start sending campaigns. You have the option to pay per campaign or pay a monthly fee.


Mail Merge Letters

Store any type of mail merge document which users can select to create a one off letter or mass mailing.

Merge fields to automatically pull in user and/or lead information.

Creating a mail merge is simple:

  1. Select a mail merge document
  2. Select the lead(s) to include in the merge
  3. Print or save the mail merge as a PDF


Print labels easily and quickly.


Every time you send an email campaign we provide a beautiful set of real-time reports allowing you to see who opened it, what they were interested in, who they shared it with and much more.

Usage History

We provide a marketing library usage report so you can monitor marketing library usage by region, branch, employee.

List Management

Loan Proposals automatically handles unsubscribes, bounces and even spam complaints for you behind the scenes.

Ready to Get Started?

We offer secure, affordable software that’s easy to use. is offered as a monthly or annual subscription that does not require any commitments or contracts.

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