Connective

This automation allows you to send an email to check-in with your clients 2 years after their loan has settled, whilst also notifying members of your team to follow up and book an appointment.

​ Here is the PDF instructions on how to import the '2 year post-settlement - Home Loan Health Check' into your account: <a href="https://assets.connective.com.au/images/Automations-2-year-post-settlement.pdf" rel="nofollow noopener noreferrer" target="_blank">Automations-2-year-post-settlement.pdf</a>

If you are ready to import the automation, you can use this link: <a href="https://tplshare.com/tmhMHLF" rel="nofollow noopener noreferrer" target="_blank">https://tplshare.com/tmhMHLF</a>

Automation: 2 Year Post Settlement Check-in (Home Loan Health Check)

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Track the progress of all tickets related to your company.

Tickets portal.

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