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WorkCenter and Sue Woodard

"No matter how much you know, how much you care, or how good your intentions are...the bottom line is that none of it counts, unless you are consistently communicating with value to your clients, prospects and referral partners.  And with the busy lives we lead, it just becomes all too easy for the touch points we want to have to slip between the cracks, or head to the back burner. Having an automated CRM system working for you...even when you are not working...to save you time, money and ensure your success into the future is an absolute must."

Sue Woodard

Must have WorkCenter 2.0 or higher

Pricing:

Sue Woodard English Library Forms For WorkCenter CRM - $199.95
Sue Woodard Spanish Library Forms For WorkCenter CRM - $299.95

Both Sets of Library Forms For WorkCenter CRM - $399.95

 

Sue Woodard English Library Forms for WorkCenter CRM - $199.95

Email Forms ( 68 ):

Administrative Email - 4 emails

During Purchase Email - 11 emails

During Refinance Email - 7 emails

Email - After - 27 emails

Email - Before - 12 emails

Email- Bonus - 7 emails

 

Print Letters ( 81 ):

Administrative Instructions - 1 letter

Labels - Print - 3 labels

Letter - After - 27 letters

Letter - Before - 12 letters

Letter - Bonus - 6 letters

During Refinance Letter - 7 letters

During Purchase Letter - 13 letters

Administrative Print - 4 items

Planning Documents Print - 8 items

Click Here for a detailed list of all the forms contained in the English libary, in PDF format.

Sue Woodard Spanish Library Forms for WorkCenter CRM - $299.95

Print Letters ( 64 ):

Letter - After - 27 Spanish letters

Letter - Before - 13 Spanish letters

Letter - During Purchase - 13 Spanish letters

Letter - During Refinance - 7 Spanish letters

Letter - Miscellaneous - 4 Spanish items

Click Here for a detailed list of all the forms contained in the Spanish libary, in PDF format.

 


WORKCENTER WEBINARS

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NEWS FLASH!

Sam Collins-- Reverse Mortgage Specialist Teams Up With WorkCenter

Jonathan Klein: Divorce Planning Professional-- Generate New Business

Sue Woodard endorses WorkCenter CRM

Dave Hershman, OriginationPro, vForms Partner

WorkCenter declared a Five Star program

LoanToolbox: vSync Supports "Loan Process Logic"

Call a vForms Business Development Officer Today 877.498.6888

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