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 on how to navigate the library, find the right automation, apply it to your workflow, and make updates as needed.
Harness the full potential of these automations to save time and keep your clients connected.
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 ...
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 ...
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 ...
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. ...
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. ...