Introduction to Automations
Duplicate an Existing Automation
Duplicating an existing automation is a quick and effective way to reuse a successful setup or adapt it for a different purpose. This feature creates an exact copy of the selected automation, allowing you to modify or expand upon it without starting ...
Transaction-Based Automations in Lendware
Transaction-based automations help streamline and enhance communication throughout the loan process. From loan milestone updates to assigning tasks and sending follow-ups, they play a key role in keeping your team and clients aligned. In this ...
Contact-Based Automations
Contact-based automations are designed to support your lead management, contact engagement, education, reminders, and more. These automations help you act on your best intentions without manual follow-up. What is a contact based automation Create new ...
Intro to Automations
Automations is your one area to create and manage all things automatically created or managed. From Transaction (loan) communications to Drip (nurture) campaigns to New Lead workflows, tasks and comms - Automations manage your best intentions. ...