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.
Once set up, your team will have a clear view of progress at a glance, making it easier to manage contacts efficiently and keep everyone aligned.
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 ...
Automations in Lendware give you powerful tools to streamline your workflow. From flexible triggers and assignment rules to timed actions and delays, you can build automations that fit your exact needs. In this video, we’ll take a closer look at ...
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. ...
Getting started with text messaging in Lendware is quick and simple. In this short video, we’ll walk you through setting up your team’s dedicated Lendware phone number so you can start sending SMS messages right away. Once your number is ready, ...
Reassigning a contact to a different user is easy to do using one of two different methods. From within the contact itself or from the Contacts page. Both with just a few clicks. <br> 👍 This concludes reassigning a contact to a different user