Clients
View as any client to open their portal — or use the client portal login.
Select clients to set a type or assign triggers in bulk.
| Client | Type | Status | Mailers Sent | Delivery Rate | Active Automations | Monthly Fee | Last Send | ||
|---|---|---|---|---|---|---|---|---|---|
| Vantage Advisors Group | Active | 306 | 96.7% | 2 | $199 | May 23, 2026 | |||
| Parkside Advisors Group | Active | 301 | 96.7% | 1 | $199 | May 18, 2026 | |||
| Bluffview Lending Group | Active | 297 | 97.2% | 2 | $199 | May 24, 2026 | |||
| Homestead Capital Partners | Active | 297 | 96.6% | 1 | $199 | May 20, 2026 | |||
| Anchor Home Loans LLC | Active | 287 | 96.9% | 2 | $199 | May 23, 2026 | |||
| Riverstone Properties Partners | Active | 277 | 96.8% | 2 | $199 | May 19, 2026 | |||
| Homestead Capital Group | Active | 274 | 97.1% | 2 | $199 | May 17, 2026 | |||
| Vantage Advisors Partners | Active | 272 | 97.1% | 2 | $199 | May 16, 2026 | |||
| Keystone Properties Partners | Active | 271 | 97.0% | 2 | $199 | May 25, 2026 | |||
| Oakmont Home Loans Partners | Active | 260 | 96.4% | 1 | $199 | May 24, 2026 | |||
| Highgate Realty Group | Active | 255 | 96.5% | 1 | $199 | May 25, 2026 | |||
| Beacon Mortgage Group | Active | 243 | 97.1% | 2 | $199 | May 15, 2026 | |||
| Vantage Advisors Partners | Active | 241 | 97.0% | 1 | $199 | May 17, 2026 | |||
| Redwood Group LLC | Active | 240 | 97.1% | 1 | $199 | May 25, 2026 | |||
| Keystone Properties LLC | Active | 219 | 96.8% | 2 | $199 | May 18, 2026 | |||
| Cornerstone Realty LLC | Active | 214 | 97.1% | 2 | $199 | May 17, 2026 | |||
| Homestead Capital Group | Active | 206 | 97.1% | 1 | $199 | May 23, 2026 | |||
| Parkside Advisors LLC | Active | 206 | 96.5% | 2 | $199 | May 24, 2026 | |||
| Redwood Group Partners | Active | 205 | 97.3% | 2 | $199 | May 22, 2026 | |||
| Crestline Capital Partners | Active | 201 | 96.7% | 1 | $199 | May 10, 2026 | |||
| Keystone Properties Group | Active | 200 | 96.5% | 1 | $199 | May 21, 2026 | |||
| Summit Group Group | Active | 189 | 96.8% | 2 | $199 | May 14, 2026 | |||
| Crestline Capital Group | Active | 186 | 96.8% | 2 | $199 | May 23, 2026 | |||
| Homestead Capital Partners | Active | 185 | 96.8% | 2 | $199 | May 21, 2026 | |||
| Beacon Mortgage LLC | Active | 176 | 96.6% | 2 | $199 | May 22, 2026 |