Fintra partner resources

Everything Fintra, in one place.

Program overviews, the live demo and partner materials for the agencies and teams who work with Fintra. Every page here is the current version, so share the link instead of a file.

Updated October 19, 2026 For partner use. Not for public distribution.
01
Start here

See the whole program, from first click to booked appointment.

Web walkthrough

Fintra: Digital That Delivers

The guided demo walks through the full digital preneed program in a funeral home's name: social campaigns, branded landing pages, automated nurture, appointment requests, reporting and aftercare. Use it on a screen share or send the link ahead of a call.

Open the demo Updated Sep 24, 2026
What families see

Live sample pages, in a sample funeral home's brand

Sample pages use a test funeral home. Anything submitted on them is test data and does not reach a real counselor.

02
Program overviews

Each program, explained end to end: what it does, what families receive, what the funeral home sees.

Full overview
NurtureUpdated Sep 30, 2026

Lead Follow-Up: The Fintra Nurture Program

They asked for your guide. Nurture keeps the conversation going in the counselor's name, walks families toward an appointment, and stops the moment they book. Texts go only to families who opted in.

View overview
Full overview
AfterCareUpdated Sep 24, 2026

Grieve Well, Live Well: The Fintra AfterCare Program

A full year of care, long after the service. How the AfterCare series supports families in the funeral home's name, what they receive along the way, and how genuine care turns into reviews and referrals.

View overview
Two-page sheetPDF
SeminarsUpdated Oct 14, 2026

Every RSVP to the Door: The Fintra Seminar Follow-Up Program

Every RSVP, all the way to the door. Stays with every seminar guest from registration to the front door, automatically and in the funeral home's name. Guests confirm their seat and party size in one reply, and declines are offered a one-on-one visit.

View overview Download PDF
03
2027 Facebook campaign planning

A full year of leads, one quarter at a time.

Interactive tool
Planning tool

2027 Campaign Planner

Pick the funeral home's market and see the recommended year of Facebook campaigns filled in, quarter by quarter, with names, run dates, cost and target lead flow. Swap any quarter for a seminar or a different length without starting over.

Open the planner
Two-page sheetPDF
Quick reference

2027 Campaign Options

The plan on two pages: the recommended plan by market, the three campaigns to choose from with pricing, and the full calendar on the back. Lead figures are target lead flow, not a guaranteed count.

View sheet Download PDF
One-page sheetPDF
Calendar

2027 Facebook Campaign Calendar

Just the calendar on one page: every 2027 Facebook campaign named and dated, with one 45-day and two 30-day campaigns ready to run each quarter. No pricing, so it is easy to hand to a funeral home.

View calendar Download PDF

Want a co-branded page and materials for your agency?

Email hello@gofintra.com with your agency name and who the page is for. Fintra builds it in your brand and voice.

gofintra.com
Link copied