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. 

Try Real Estate Trader Pro free today! Click here to download a full featured trial.  So that you can determine if our software is right for your needs, we offer you a free 5 use trial. After this period, to continue using the software, please click on the button below to make a one-time payment to alton@softwarescripts.net. After your purchase, your activation number will be sent to you and your previously entered data will be saved in your software. Thank you!

We are offering a special price for a limited time.  Only $47.00.