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 | ||
|---|---|---|---|---|---|---|---|---|---|
| Redwood Group Partners | Active | 110 | 97.3% | 1 | $199 | May 14, 2026 | |||
| Vantage Advisors Partners | Active | 110 | 96.4% | 1 | $199 | May 22, 2026 | |||
| Bluffview Lending Partners | Active | 102 | 97.1% | 2 | $199 | May 9, 2026 | |||
| Highgate Realty Partners | Active | 100 | 97.0% | 2 | $199 | May 9, 2026 | |||
| Fairway Mortgage LLC | Active | 96 | 97.1% | 1 | $199 | May 17, 2026 | |||
| Beacon Mortgage LLC | Active | 95 | 97.1% | 1 | $199 | May 17, 2026 | |||
| Cornerstone Realty Group | Active | 94 | 96.8% | 1 | $199 | May 25, 2026 | |||
| Keystone Properties LLC | Active | 81 | 95.5% | 1 | $199 | May 24, 2026 | |||
| Anchor Home Loans Partners | Active | 78 | 97.4% | 1 | $199 | May 15, 2026 | |||
| Summit Group Group | Active | 77 | 96.1% | 1 | $199 | May 18, 2026 | |||
| Vantage Advisors Group | Active | 74 | 97.7% | 1 | $199 | May 24, 2026 | |||
| Bluffview Lending LLC | Active | 68 | 97.1% | 1 | $199 | May 23, 2026 | |||
| Crestline Capital LLC | Active | 68 | 97.1% | 2 | $199 | May 9, 2026 | |||
| Redwood Group Group | Active | 65 | 96.9% | 1 | $199 | May 9, 2026 | |||
| Anchor Home Loans Group | Active | 61 | 96.7% | 2 | $199 | May 16, 2026 | |||
| Fairway Mortgage Group | Active | 61 | 96.7% | 1 | $199 | May 22, 2026 | |||
| Oakmont Home Loans LLC | Active | 57 | 96.5% | 1 | $199 | May 21, 2026 | |||
| Beacon Mortgage Partners | Active | 27 | 96.3% | 1 | $199 | May 9, 2026 | |||
| Pinnacle Lending Partners | Active | 27 | 96.3% | 1 | $199 | May 8, 2026 | |||
| Keystone Properties Partners | Active | 20 | 95.0% | 1 | $199 | May 7, 2026 | |||
| Anchor Home Loans LLC | Dormant | 0 | — | 1 | $199 | — | |||
| Beacon Mortgage Group | Dormant | 0 | — | 1 | $199 | — | |||
| Bluffview Lending Group | Dormant | 0 | — | 1 | $199 | — | |||
| Cornerstone Realty Partners | Dormant | 0 | — | 1 | $199 | — | |||
| Crestline Capital LLC | Dormant | 0 | — | 1 | $199 | — |