We have the Perfect Fit for Brokers and Individual Agents or Originators!

Brokers and Corporate Team Leaders Implement our customer loyalty programs and services on an organization-wide level! Your service with Dynamic Business Builder™ is set up at the organizational level, allowing you to assign an Administrator to oversee your data and preferred processes organization-wide.

Two Levels of Imprints The default imprint for your account is that of your organization. Each account comes with 5 Imprints, including the Default Imprint created at Enrollment. You can use the remaining 4 imprints to set up Co-Branded imprints with your organization's professional referral partners. There is a one-time enrollment fee of $49 to cover the cost of set-up and graphic work.

Need more Co-Branded Imprints? Not a problem! Additional blocks of imprints are available at a reduced, one-time processing fee of $5 per imprint. These are single imprints, based on your Default Imprint.

It's easy to add the ability to create imprints for individual team members! You can add team member imprints at a reduced enrollment rate of $45. Each individual imprint includes the ability to create 4 additional imprints off of the individual's base -- Co-Branded, Co-Originator/Agent, Team with Sales Leader and Sales Team (no specific lead). Each imprint of this nature has the full capability of the Individual Account described to the right; however, you control the administration of that imprint and associated enrollments.

Administering Imprints and Enrollments You assign an Administrator who is responsible for setting up Imprints and for Enrolling Clients and Partners in the appropriate program. You have complete control of all information provided -- edit imprints and assign (or re-assign) them to files as you see fit. Your account and data are easily accessed from any computer with an Internet connection via any Internet Browser.

Need to replace an Enrolled Client or Partner? Not a problem! At any time during the enrollment period you can replace one client or partner with another, should the need arise. The new client/partner will get all scheduled deliverables during the remaining period of the paid enrollment, at no extra cost. In the case of a new Client, that includes a Thank You letter -- simply check the appropriate box and note in the Comments Section that this is a replacement client who needs to begin with a Thank You!

Please note that Individual Team Members do not have access to their imprint or file enrollments unless you give them overall access to your account. A Brokerage/Corporate Account is not designed to allow individual control; for that purpose your Team Members should be enrolled as Individuals.

Individual Team Members & Independent Professionals Your account with Dynamic Business Builder™ is set up at the individual level, allowing you complete control of your data and preferred processes to build customer loyalty and generate client referrals.

Available Imprints The default imprint for your account is your Individual Imprint. Each account comes with a total of 5 Imprints, including the Default Imprint created at Enrollment. You can use the remaining 4 imprints to set up Co-Branded imprints with your professional referral partners, Co-Originator/Agent imprints if you work with co-team member from time to time, and 2 types of Team Imprints -- Team with Specific Leader or Sales Team (no specified lead). There is a one-time enrollment fee of $49 to cover the cost of set-up and graphic work.

Need more Co-Branded or Co-Originator/Agent Imprints? Not a problem! Additional blocks of imprints are available at a reduced, one-time processing fee of $5 per imprint. These are single imprints, based on your Default Imprint.

It is important that you understand that all imprints are based on your Default Imprint and include YOUR information. You are always the first person presented (with the exception of a Sales Team without a specified lead). We do not offer the ability at this time to create an account at a Co-Originator level.

Administering Imprints and Enrollments You have complete control over setting up Imprints and Enrolling Clients and Partners in the appropriate program. You can edit imprints and assign (or re-assign) them to files as you see fit, as well as replace partners on Co-Branded and Co-Originator/Agent Imprints. It's also easy to remove or replace Team Members as nessary.

Please note that Individual Team Members do not have access to their imprint or file enrollments unless you give them overall access to your account. An Individual Account is not designed to allow team members to share a team-based account and maintain separate enrollments, for that purpose your Team Members should be enrolled as Individuals (below) with their own accounts.

Whether a Broker or Individual Agent or Originator, your account and data are easily accessed from any computer with an Internet connection via any Internet Browser. Whether you're at the office, working out of your home office or on the road, with Dynamic Business Builder™ you always have easy access to your customer loyalty programs!