Utilizing Automated Email Follow-Ups

How to turn on automatic Follow Ups:

Navigate to the deal, then go to Settings on the top right:

Select Follow Ups on the left-hand side:

Choose your lender relationship preferences 

Select the applicable tabs under Existing Relationships/New Lender Follow Ups. This will determine which follow-ups are sent out based on if the contact has been added to your Network, or is new to you.

Sending Follow-Ups to unresponsive lenders

Customize your settings to dictate how long you want to wait before each follow-up is sent, and the time of day you want the email to deliver.

You can also click View Template to directly edit the body of the follow-up email.