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 ...
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. ...
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 ...
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, ...