Merge Prospects Info Into Letters

How to mail merge

Combining prospects information with pre-loaded letter templates is done by a process called mail merge. Go to Real Estate, Prospects. Choose the prospect(s) you wish to compile a letter for. At the top of the program, click on Tools, and then Mail Merge below Tools. A new window opens.

The mail merge window

The mail merge window makes it easy to combine your information on each prospect with the chosen letter template. Click Next.

A list of your pre-made letters templates

Now, you choose the particular letter template you would like to use. If you see no choices here, it may mean that you did not create and save any. Or, during the creation of the letter templates, you may not have selected Prospects as the data source. You can alway change that.

You are almost there!

Success! Click on the Finish button and an editor will appear with all your merged letters. Save them to your hard drive and mail them as needed. Or, copy them to email and send them.

Check out the menu to the left for more details about how Real Estate Trader Pro can automate your Real Estate Agent or Investor business. 

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