Quick Add Email
Think of Quick Add Email as your Outlook or Gmail inside Accountable.
Use it when you want to send an email to one contact.
Best for:
One-to-one communication
Following up with borrowers
Responding to referral partners
Sending personal updates
Individual conversations
Benefits
Email is automatically saved to the contact record.
See whether the email was Delivered, Opened, or Bounced.
Keep your communication history in one place.
Continue working without switching between Outlook and Accountable.
Marketing Campaigns
Marketing Campaigns are designed for sending the same message to many recipients.
Best for:
Newsletters
Market updates
Rate announcements
Holiday greetings
Educational content
Bulk email marketing
Benefits
Send to Lists or Tags.
Schedule campaigns.
Track opens, clicks, unsubscribes, and other campaign analytics.
Designed for mass communication.
Which One Should I Use?
If you want to… | Use |
Email one borrower | Quick Add Email |
Follow up with a Realtor | Quick Add Email |
Send a newsletter | Marketing Campaign |
Email everyone in a tag | Marketing Campaign |
Keep communication history on a contact | Quick Add Email |
Send a bulk announcement | Marketing Campaign |
Quick Tip
If you’re replacing an email you would normally send from Outlook, use Quick Add Email.
If you’re sending the same email to multiple people, use a Marketing Campaign.