Your proposals look like every other firm in the inbox. Validova fixes that.
Branded HTML proposals that pull live data from your CRM. Built by an operator who spent four years inside the industry.
Internal study, 2023.
Litmus 2024 State of Email.
Validated user session data.
Industry benchmark average.
How it works in your CRM
01. Inside the deal
Floating widget selector automatically identifies the record and pulls relevant data fields.
02. Selecting a template
Browse finance-specific previews built for high conversion in mortgage, debt, or lending.
03. Sending the proposal
Final review with merge fields perfectly aligned. Send directly from your CRM seat.
Engineered for results
Private Student Relief — enrollment proposal
Replace generic outreach with a structured, branded proposal that clearly presents IDR plan eligibility, monthly savings, and next steps — without overwhelming the borrower.
Hi Jessica,
Following up on your recent inquiry about your private student loans. Based on the information you submitted, all $48,200 of your private student loan debt appears eligible for enrollment in our debt validation program.
Our legal partner submits formal dispute packages directly to your creditors, demanding documentation of their right to collect under federal law. In cases where creditors cannot provide the required proof — which is common — the debt is classified as invalid and collection efforts must stop. If enrolled, your structured program payment would be $312 per month over a 36-month term, a significant reduction from your current monthly obligation.
There's no credit pull, the consultation is free, and there's zero obligation to move forward. I'd love to walk you through the details and answer any questions before you decide.
Best regards,
Alex Carter
Clearpoint Student Relief
Clearpoint Student Relief | 200 Harbor Drive, Suite 400, San Diego CA | Unsubscribe | This message was sent to jessica@gmail.com
* All identifying information has been replaced with mockup data for privacy.
Private Student Relief — Student Loan Optimization Framework
The Problem: Private Student Relief advisors were sending plain-text emails to loan holders that described Income-Driven Repayment plan options in dense paragraph form. Response rates hovered below 5%, with most leads requiring 4–7 touchpoints before scheduling an enrollment call.
The Approach: Using Validova's template library, Private Student Relief built a proposal template that dynamically pulled each borrower's loan servicer, estimated monthly payment, and qualifying repayment plan directly from their CRM record. The email renders a clean two-column comparison — current plan vs. IDR-optimized plan — with a single clear CTA to book an enrollment session.
The Result: Average touchpoints to enrollment dropped from 5.8 to 2.4. The structured proposal format — presenting a specific monthly savings figure derived from the borrower's actual loan data — gave advisors a credibility anchor that plain-text emails couldn't establish. The template has since become the default for all outbound loan review outreach.
Hi Jordan,
Our team has reviewed your case and identified the IRS settlement programs available to you based on your current balance of $34,800 in tax, penalties, and interest.
You appear to be a strong candidate for an Offer in Compromise, which could allow you to settle for significantly less than the full amount owed — in some cases reducing the balance by 60–70%. Collections are typically paused during the review period, which runs 6 to 18 months. A structured installment agreement is also available at around $287 per month if that's a better fit.
The IRS has collection deadlines, so acting sooner gives us more leverage. I'd like to schedule a free strategy call — no upfront fees, no obligation.
Best regards,
Sarah Mitchell, EA
Example Tax Relief · (800) 555-0100
Example Tax Relief | 500 Tax Resolution Blvd, Dallas TX | Unsubscribe | Sent to jordan@gmail.com
Tax resolution offer
Clarify complex settlement options with dynamic comparison tables that leads can actually understand.
Personal loan refinancing
Present savings side-by-side. Make the "Yes" decision obvious with high-fidelity branding.
Hi Marcus,
I wanted to follow up on your recent refinancing inquiry. Based on your current loan profile, we've secured an offer at 10.4% APR — down from your current 24.9% APR. That brings your monthly payment from $814 down to $597, a difference of $217 every month.
Over the remaining 52-month term, that adds up to an estimated $11,384 in total interest savings. There's no origination fee and no prepayment penalty, and if approved, your existing loan is paid off directly with funds typically available within 24 hours.
There's no obligation to move forward — I just want to make sure you have what you need to make the right call. If you have a few minutes this week, I'm happy to walk through everything at your own pace.
Feel free to reply here or give me a call whenever works for you.
Thanks,
Daniel
Example Lending
Example Lending | 800 Lending Way, Chicago IL | Unsubscribe | This message was sent to marcus@gmail.com
Trusted by
Transparent pricing for operators
Individual
Billed annually — or $39/mo monthly
- check1 user
- checkUnlimited email sends
- check5 custom HTML templates
- checkAI template creation
- checkNative CRM widget
Pro
Billed annually
- check3 users included
- checkRole-based permissions
- checkFull template library access
- checkDedicated Slack support
- checkCustom onboarding session
Compliance & Technical FAQ
How do you handle 10DLC restrictions? expand_more
Validova is primarily an email-based proposal engine. However, our links are formatted to be SMS-friendly and comply with all major 10DLC carrier requirements regarding link shortening and redirection.
Are templates compliant with TSR/CFPB guidelines? expand_more
Yes. Our standard library includes mandatory disclosures and opt-out formatting required for debt relief, tax resolution, and lending operations. Your compliance team can also lock specific footer fields.
Does sending HTML hurt sender reputation? expand_more
Quite the opposite. Validova uses lightweight, table-free HTML optimized for Gmail and Outlook. High engagement (opens/clicks) actually improves your domain's reputation over time compared to ignored plain-text.
Which CRMs does Validova integrate with? expand_more
Validova currently offers native integrations with Pipedrive and HubSpot via a floating sidebar widget that lives directly inside your CRM deal view. No tab switching, no manual copy-paste — your rep selects a template, merge fields populate from the deal record, and the email sends from their own Gmail or Google Workspace address in one click. Integrations for DebtPayPro, GoHighLevel, and other CRM stacks used in consumer finance operations are on our active development roadmap. Teams that need one of these integrations today can access it through a custom premium onboarding engagement — contact us to discuss scope and pricing.
Can we import existing templates? expand_more
Our design team provides "White Glove Migration" for new Team customers, converting your existing PDF or plain-text proposals into high-fidelity Validova HTML templates within 72 hours.
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