Invite link
Send this to every borrower. They start their home insurance on your branded page.
This is your personal link. Send it to borrowers by text or email when they go under contract, while there's time to compare quotes. They land on a branded page to start their homeowners insurance, and signups show up under Borrowers.
https://policyvera.com/lender/cascade-mortgage-partners?lo=sampleCompany link
The org-wide version of the same page, with no personal greeting or credit. Use it for brochures, your website, or anywhere it isn't you personally sending it.
https://policyvera.com/lender/cascade-mortgage-partnersScan to open on a phone
Show this when borrowers go under contract. They scan it to open your link and start their insurance.
Share directly
Opens your email or messages with a ready-to-send note. Just add your borrower.
Make this page yours
Borrowers see this page with your name and your branding. Here's what's set up so far.
Your page header today. Until you set a brand color, the page runs on PolicyVera's standard look.
Yours
Your photoDone
Your line and your three answers
One line under your name, then what happens next, in your own words.
Shown with a link to your license record once we've checked it.
Your company's
Borrowers see it at the top of your company page and each personal page.
Borrowers see it on the buttons and accents of your company page and each personal page.
Your borrower's insurance agent copies it from your page.
Your company page lists where your company is licensed.