InterActive vFORMS HAS AN ADVANCED MARKETING, TIME SAVING, AND PROFESSIONAL BRANDING TOOL INCORPORATED WITHIN THE SOFTWARE CALL "RTF" AUTOMATED EMAIL OR LETTER MESSAGING. WE ARE CONFIDENT YOU WILL BE IMPRESSED WITH THE BENEFITS DERIVED WHEN YOU USE THE "RTF" AUTOMATIC POPULATING EMAIL AND LETTER MESSAGES. WE ENCOURAGE EACH OF YOU TO SPEND THE TIME TO LEARN HOW TO USE THIS EXCITING MARKETING TOOL!

InterActive vForm users can create customized email messages and letters that will automatically populate from the borrower or prospect data that you have existing in your LOS systems or contact management programs. Once these RTF's are created, you can send customized and personalized instant email messages or create letters to clients, vendors, or lenders by a simple click of your mouse. RTF stands for "Rich Text Format" which is a word file saved under a special formatting.   

We have included five pre-programmed RTF files in your standard vForms library. They will be located under the forms heading "RTF Documents" found in the right side of vForms under your library of vForms. These five RTF forms are named:

• Attached E.A.R.S. Form Instructions
• Attached PDF Form Instructions
• Contact
• First Year - New Home
• Rate and Term

STEP ONE: Choose database

1. Click on Borrower, Prospect, or Client button to choose database.
2. Choose Name.
3. Check the box next to the "RTF" document you want to email or print.
4. Click on Print or Send if you wish to email this RTF and the populated form will appear ready to be edited.
5. Before you email the "RTF" you can right click on the RTF form and choose to set as an Attachment or a PDF.
6. An email will appear with the RTF either in the body of the email or set as an attachment.
7. Edit the message or the attachment.
8. Send the email.

STEP TWO: Make sure you have the current vForms Library in your InterActive vForms software

1. Open your vForms by double left clicking on the vForms icon on your desktop.
2. One of the headings in your forms library should be called "RTF Documents" and that heading should have five RTF forms.
3. If you have this heading and these five RTF forms, stop here and view vTips #14 and #15 editing and creating new RTF messages. These can be found on this website.
4. If you do not have this heading, or you have a heading called "Refinance" or "Anniversary", you will need to download the current library of forms from our website and go to STEP THREE.

STEP THREE: Perform the following if you do not have the RTF Document heading in your library

1. Close all programs on your computer and sign onto the Internet using your appropriate software.
2. Go to our website: www.vLoanPort.com. Click on "Buy vForms".
3. Complete the questionnaire on this page and click "submit". This will take you to a website page that will allow you to download the jet4.0 components, Adobe Acrobat 5.0, and the current version of vForms (we will contact you and make sure your download was satisfactory and your InterActive vForms is properly installed and operating).
4. Click on the Step 3: Download InterActive vForms.
5. Select "Run This Program From Its Current Location" and click on "OK".
6. Your files will be downloaded and you will be asked: "Do you want to install and run vfsetup.exe from www.vLoanPort.com?" Select "YES".
7. You will be asked "This will install vForms. Do you wish to continue?", left click on "YES".
8. Click on "Next" when the vForms - InstallShield Wizard screen appears.
9. Click on "Next" Welcome to vForms Setup Program Screens appears.
10. Click on "Yes" and Accept the END-USER LICENSE AGREEMENT FOR vLOANPORT SOFTWARE SCREEN.
11. Click on "Next" to accept your current settings screen.
12. Click on "Finish" to complete the Setup.
13. You will also be asked "Do you wish to reboot you computer". It is not necessary that you reboot your computer, but you can select this option if you wish.
14. Double left click on your vForms icon on your desktop and open vForms. You should now have the current vForms library of forms and one of the headings should be "RTF DOCUMENTS" with the RTF forms included.
15. Click on "Help", "Check for Updates", click "Yes" to Check for Library Updates (accept all new forms), and then Click on "Yes" to "Check for Program Updates". After the installation of the current forms and the most current version of vForms, you will be ready to use the "RTF" automated email system and InterActive vForms.

Email or call us if you have specific questions or wish us to explain in detail other specific features of InterActive vForms.  Thank you for being a vLoanPort and InterActive vForms preferred client.