Automations

Automated follow-up workflows for new borrowers — simulation only, no real SMS/email is sent

New Borrower Follow-Up

New Borrower Created

Send SMS

Wait 10 Minutes10m

Send Email

Create Follow-Up Task

If Lead Score > 70

Notify Salesperson

Active

Stale Lead Re-Engagement

No Activity for 5 Days

Send Re-Engagement Email

Wait 2 Days48h

Create Manual Check-In Task

Paused