Automations
The triggers you offer your clients — each fires an automated mailing in a chosen mailer format.
| Trigger | Type | Mailer Format | Clients Using | Status |
|---|---|---|---|---|
| Rate Drop | Event-based | 6×9 Postcard | 55 clients | active |
| Home Equity Milestone | Threshold-based | #10 Envelope | 40 clients | active |
| Pre-Approval Expiring | Date-based | #10 Envelope | 35 clients | active |
| Purchase Anniversary | Date-based | 5×7 Postcard | 30 clients | active |
| New Listing in Farm | Event-based | 6×9 Postcard | 25 clients | active |
| Rate-Lock Expiring | Date-based | 5×7 Postcard | 20 clients | active |
Recent automated sends
Campaigns an automation fired — the trigger, client, date, and pieces.
- Home Equity Milestone → Fairway Mortgage Group352 pieces2026-05-25
- Purchase Anniversary → Cascade Mortgage Partners261 pieces2026-05-25
- Rate Drop → Highgate Realty Group110 pieces2026-05-25
- Rate-Lock Expiring → Crestline Capital Partners149 pieces2026-05-25
- Home Equity Milestone → Summit Group Group141 pieces2026-05-25
- Rate-Lock Expiring → Keystone Properties Partners0 pieces2026-05-24
- Rate Drop → Bluffview Lending Group21 pieces2026-05-24
- New Listing in Farm → Cornerstone Realty Partners67 pieces2026-05-24
- Purchase Anniversary → Cascade Mortgage Partners194 pieces2026-05-24
- New Listing in Farm → Anchor Home Loans LLC115 pieces2026-05-23
- Pre-Approval Expiring → Homestead Capital Group42 pieces2026-05-23
- Pre-Approval Expiring → Bluffview Lending LLC36 pieces2026-05-23