Surge Content Library
Choose how each audience gets its weekly article. Manual selections are one-time: after a successful send, the selected article will be cleared. Smart Auto-Select chooses the best eligible unsent content automatically.
Email Settings
Newsletter Sections
Banner
Personal Note
This Week
Live Rate Snapshot
Main Education Section
Saved for this audience and kept when you manually choose or automatically select a new article.
Tip of the Week
Call to Action
Weekly Schedule
Borrowers and Realtors keep completely separate newsletter schedules.
Weekly sending follows this saved schedule only when the selected audience is Active and the sub-account is authorized for production. Paused or incomplete newsletters are skipped automatically.
Newsletter Audience
Choose which contacts should receive the selected Borrower or Realtor newsletter.
| Name | Tags | |
|---|---|---|
| Click Load Recipients to preview the selected audience. | ||
Loan Officer Profile & Branding
This profile is shared across Surge tools for this sub-account. Update it here even if you never use the Flyer Builder.
Sender Preview
This is the sender identity currently used in the newsletter preview and test email.
Loan Officer
Loan Officer
Tip of the Week
Loan Officer
Send Test Newsletter
Send the currently saved newsletter through this sub-account.
Reset Borrower Newsletter?
This will reset the saved Borrower newsletter back to its default settings.
Your CRM contacts will not be deleted.