Clients

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Select clients to set a type or assign triggers in bulk.
ClientTypeStatusMailers SentDelivery RateActive AutomationsMonthly FeeLast Send
Vantage Advisors GroupActive30696.7%2$199May 23, 2026
Parkside Advisors GroupActive30196.7%1$199May 18, 2026
Bluffview Lending GroupActive29797.2%2$199May 24, 2026
Homestead Capital PartnersActive29796.6%1$199May 20, 2026
Anchor Home Loans LLCActive28796.9%2$199May 23, 2026
Riverstone Properties PartnersActive27796.8%2$199May 19, 2026
Homestead Capital GroupActive27497.1%2$199May 17, 2026
Vantage Advisors PartnersActive27297.1%2$199May 16, 2026
Keystone Properties PartnersActive27197.0%2$199May 25, 2026
Oakmont Home Loans PartnersActive26096.4%1$199May 24, 2026
Highgate Realty GroupActive25596.5%1$199May 25, 2026
Beacon Mortgage GroupActive24397.1%2$199May 15, 2026
Vantage Advisors PartnersActive24197.0%1$199May 17, 2026
Redwood Group LLCActive24097.1%1$199May 25, 2026
Keystone Properties LLCActive21996.8%2$199May 18, 2026
Cornerstone Realty LLCActive21497.1%2$199May 17, 2026
Homestead Capital GroupActive20697.1%1$199May 23, 2026
Parkside Advisors LLCActive20696.5%2$199May 24, 2026
Redwood Group PartnersActive20597.3%2$199May 22, 2026
Crestline Capital PartnersActive20196.7%1$199May 10, 2026
Keystone Properties GroupActive20096.5%1$199May 21, 2026
Summit Group GroupActive18996.8%2$199May 14, 2026
Crestline Capital GroupActive18696.8%2$199May 23, 2026
Homestead Capital PartnersActive18596.8%2$199May 21, 2026
Beacon Mortgage LLCActive17696.6%2$199May 22, 2026
Showing 5175 of 300 clients