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Automation: 3 Week Pre-Approval Expiry Reminder

This automation allows you to send an email with a pre-settlement checklist to your audience 1 week before they have settled a loan.

Here is the PDF instructions on how to import the 'Pre-Approval Expiry Reminder' automation into your account: Automation - Pre-approval expiry reminder - 3 weeks.pdf

If you're ready to import the automation, you can use the link here: https://tplshare.com/ruJ3orE

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