This automation allows you to send a check-in email 45 days after a client settled a loan, offering ongoing support for any loan-related inquiries. It also encourages the client to refer others who may need financial services and to leave a Google review to help improve and promote the broker's services.

Attached below is the PDF with instructions on how to import the '45 days post settlement + Google review' automation into your account.

If you are ready to import this automation, you can use this link: https://tplshare.com/WHhMbst