AgentConnect — Creating Static Flyers

Overview

The My Flyers section contains three tabs:

• Static Flyers

• Manual Listings

• Shared Listings

The Static Flyers tab of My Flyers is the default tab. It is where marketing managers can load flyers you can download and provide to real estate agents with your loan officer information. Your company may load product-specific flyers or promotions here for your use. We will show you how, as Admins, to create Static Flyers for Loan Officer use.

How to Create a Static Flyer

1. Access AgentConnect from the inTouch tab on the main menu.

2. 

   Select AgentConnect from the drop-down

   

3. Click on My Flyers from the right-hand menu.

   

4. Click on the blue + Icon or the Orange + icon

   

5. This opens Create a New Custom Flyer

   

6. Enter a name for your template

   1. Enter a name that will help users find and use the tempalte.

      

7. Click the Choose File button to upload your custom Flyer

8. 

   Select the Flyer to upload from your computer

   

9. Click on the Flyer and select Open to initiate the upload

   

10. Add applicable Tags to the Flyer to help users filter to applicable flyers.

    

11. Select the Brands that should have access to the Flyer

    

12. Click save to upload the Flyer