Connective

Automation: Welcome

Automation: Has an opportunity but did not settle

Automation: Lead nurture from eMag article interaction

Automation: 1 Week Pre-Settlement Checklist

Automation: 1 Month Post-Settlement - send Google Review

Automation: 45 days Post Settlement + Google review

Automation: 4 Month Post-Settlement - Asset Finance

Automation: 1 year post-settlement - anniversary

Automation: Loan Settled & 1 Year follow up

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

Automation: Fixed Rate Expiry (90 Days Reminder)

Learn how to import and use the Interest-Only Expiry (90-day reminder) automation to proactively engage clients and trigger internal follow-up.

Automation: Interest-only expiry (90-day reminder)

DMH - Automation templates

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