How-to Video - Create a Refinance Check-in Automation

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 and planning out your own automation - think about the following methods for targeting your transactions, based on how your LOS handles loans.

Every Enterprise has the ability to setup their own custom Transaction Statuses, therefore, your automation Entry Conditions may require different values than shown in the video.

To learn more about transaction-based automations, click here.


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