How-to Video – Advanced Automations
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How-to Video - Playbook Automations
Discover a powerful collection of pre-built automations designed to boost client engagement—everything from lead conversion and long-term nurture to birthday and loan anniversary follow-ups, and much more. In this video, we’ll guide you step-by-step ...
How-to Video - Create a Refinance Check-in Automation
Creating a basic automation that targets closed loans/transactions that have a higher interest rate is easy. This video will demonstrate the setup, entry conditions and actions to create a complete Refi Check-in Automation. While watching this video ...
How-to Video – Create a Contact Status
Creating your own Contact Statuses is an easy way to keep your team’s leads, borrowers, and partners organized. These custom statuses can also trigger automations, helping you streamline workflows and stay on top of every step in your process. ...
How-to Video - Lendware Deep Dive
Unlock the power of Lendware in just 5 minutes! Explore its sleek, intuitive interface, discover game-changing features, and see how built-in playbook automations can supercharge your workflows, elevate client interactions, and skyrocket your ...
How-to Video - Send an Individual Email
Sending a direct email to a contact is incredibly easy. Simply find the contact, click email, and start typing. The email will send through your email integration for quick delivery and tracking. This short video will show just how easy this is. ...