Overview
In this guide, we'll walk you through the steps to create a brochure and window cards for a property using Loop Software. This process includes adding property details, selecting templates, and customizing the content.
Steps to Create a Brochure
Preparing the Property Information
1. **Navigate to Media and Text**:
- Head over to the **Media and Text** section within Loop.
- Ensure that you have filled in the summary description, full description, features, and photos for the property.
Creating the Brochure
2. **Initiate Brochure Creation**:
- In the **Brochures** section, click on **Create**.
- A window will pop up with available templates.
3. **Select a Template**:
- Choose a template from the options provided.
4. **Generate or Edit and Preview**:
- You have two options:
- **Quickly Generate**: Creates the brochure immediately.
- **Edit and Preview**: Allows you to customize the brochure before finalizing it.
- For detailed customization, select **Edit and Preview**.
Customizing the Brochure
5. **Edit Brochure Content**:
- The left-hand side of the screen is where you can make edits. The right-hand side shows a preview.
- Make changes such as:
- Removing or adding property details (e.g., property address, offers in Excel).
- Adding or modifying text (e.g., summary description, bullet points).
6. **Change Photos**:
- Click on an image on the left-hand side to open your image library.
- Select or switch images as needed.
7. **Update Preview**:
- After making changes, click **Generate Preview** on the right-hand side to see the updated brochure.
8. **Finalize Brochure**:
- Once satisfied with the edits, click **Finish and Generate**.
- Ensure to save the brochure in your brochure pile.
- Optionally, download the brochure immediately.
9. **Confirm and Save**:
- Click on **Confirm** to save the finished brochure.
- The final brochure will be saved and ready to be sent for approval or printed.
Creating Window Cards
10. **Navigate to Window Cards**:
- In the **Window Cards** section, click on **Edit and Preview**.
11. **Edit Window Cards**:
- Update images and text as needed.
- Follow the same steps as for brochures to customize and preview the window cards.
12. **Finalize Window Cards**:
- Click **Finish** to save the window cards.
Summary
By following these steps, you can easily create professional brochures and window cards for your properties in Loop Software. Customize the templates to match your needs and ensure that all property details are accurate before finalizing the documents.
Need Help?
If you have any questions or need further assistance, please reach out to our support team at [email protected].
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