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)

Automation: 3 Week Pre-Approval Expiry Reminder

DMH - Automation templates

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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