Generate a Monthly Market Update Email

5 Min.
Video
Brokers

Keep leads warm by consistently sharing market stats

Preview

Build Monthly One Pager

From a Monthly Market Report, click "Use This Report" and "Build One-Pager".

Build Monthly One Pager

Download a PDF

Save the one-pager as a PDF. This is a concise one-sheet that covers all the latest facts without overwhelming the reader. Now you have an attachment to go along with your market update email.

Download a PDF

Generate the Email

Click "Use This Report" and "Draft a market update email". Edit the text of the email.

Generate the Email

Open in Email, Attach the One-Pager

Click "Open in Email" and attach the one-pager from where you saved it (likely Downloads or Documents). Now make your final edits, add your recipients and your signature, and you're ready to send.

Open in Email, Attach the One-Pager

How To

When to use

Steps

  1. Build a Monthly Market Report for your market
  2. Create a one-pager
  3. Download one-pager as a PDF
  4. Generate an email
  5. Edit the email, attach the one-pager, and hit send

Why it works

Monthly emails work best when they’re calm, predictable, and local. You’re not trying to drive action, just stay relevant. Over time, this builds familiarity and trust.

Pro tip

Stick to one takeaway per month. Consistency beats completeness.