| Target Audience: Borrowers, Real Estate Agents Types of Materials: Loan Spreadsheets |
STEP 1 - Download, Open, Edit/Customize and Save (Save as) one of the Word templates below.
Your personal information will NOT be included in this Word template, only the text/data that you need to edit/customize. MAKE SURE you limit your custom info to the customizable areas (which are identified by the "sample" text or data). Do not change table sizes or include any info in the blank/white areas of the template. TO CHANGE DATA, triple click on the data table. When customization is complete, save your template to your computer. |
STEP 2 - Convert your (edited & saved) Word template (from Step 1) to PDF format.
This is required in order to merge your custom information together with your personal information.
Convert for free at: http://www.conv2pdf.com/convert_en.html OR, if you already have a PDF converter / PDF Print Driver installed on your computer, you should use that for best results. |
STEP 3 - Browse for the "Custom Flyer Info" PDF file (that you created in step 2).
Choose the design below that corresponds with the Word template you edited in Step 1. In the field labeled "Custom Data Info", click the 'Browse' button. Locate and select the PDF file that you saved from Step 2. Click DOWNLOAD. If you did everything right, your custom info should have been merged together perfectly with your personal information and design template to complete your customized flyer.
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