The trigger is linked to refinance opportunities in the system.

Users can define automation rules that execute automatically whenever a refinance opportunity meets the criteria.

Actions such as sending notifications, adding categories, or updating records are performed without manual intervention.

Time Savings – Reduces the need for manual follow-up and repetitive tasks.

Consistency – Ensures that all refinance opportunities are processed uniformly according to the set automation rules.

Improved Workflow – Streamlines processes, allowing users to focus on high-value tasks rather than administrative work.

Better Customer Engagement – Ensures timely communication and follow-up with relevant contacts, improving responsiveness and service quality.

A Transaction Anniversary is triggered when a transaction’s loan status has been “Funded” for one year as of today’s date.

The system generates a Milestone entry and an Alert for the anniversary.

Users can quickly view and take action on anniversary notifications through the Milestone and Alert interface.

Timely Reminders – Users are notified of transaction anniversaries automatically.

Improved Follow-up – Helps users engage with contacts at important milestones.

Enhanced Relationship Management – Provides opportunities for outreach, upselling, or personalized communication.

Efficient Workflow – Reduces the need to manually track transaction dates.

A new Loan Status column has been added to the Contact screen.

Displays the current status of each contact’s loan (e.g., Funded, Processing, Application Submitted).

The column updates automatically as loan statuses change, ensuring real-time accuracy.

Quick Insights – Users can immediately see the loan status of all contacts without opening individual records.

Improved Workflow – Makes it easier to prioritize follow-ups based on loan status.

Enhanced Decision Making – Helps users identify contacts that need attention or action.

Time Savings – Reduces the need to navigate to multiple screens to check loan details.

Added the ability to snooze opportunities in the Follow-up → Opportunity page.

Snooze durations available: Tomorrow, 7 days, 1 month, 3 months, 6 months, and 1 year.

Opportunities cannot be snoozed to the same date as their creation date.

Users can now mark opportunities as Complete.

Once marked complete, the opportunity will be permanently removed from the Follow-up screen.

Better control over follow-ups – Users can snooze opportunities to a future date that suits their workflow, reducing clutter in their daily view.

Improved productivity – By marking opportunities as Complete, users can focus only on active and pending items, keeping their follow-up list clean.

Flexibility – Multiple snooze options (from tomorrow up to 1 year) allow users to adapt reminders to different business cycles.

To prevent unintended reflection of sender details in recipient mailboxes.

To simplify the campaign creation process for Loan Officers (LOs).

To maintain a standardized sender identity across all campaigns.

Improved Deliverability & Trust – Emails will appear with consistent sender details, reducing the risk of confusion or mistrust from recipients.

Streamlined Setup – Loan Officers no longer have to enter or manage redundant “From Name” and “Email” fields while creating campaigns.

Better control over follow-ups – Users can snooze opportunities to a future date that suits their workflow, reducing clutter in their daily view.

Improved productivity – By marking opportunities as Complete, users can focus only on active and pending items, keeping their follow-up list clean.

Flexibility – Multiple snooze options (from tomorrow up to 1 year) allow users to adapt reminders to different business cycles.

We have introduced two new merge tags in the email template builder: Application Link and Review Link.

These tags work as anchor links, allowing users to insert their application or review site directly into their email templates.

When a campaign email is sent, the merge tags are automatically replaced with the respective links. This ensures that recipients can easily click on the links to access the application or review page.

Individual Tags: Exclude specific contacts based on personalized tags applied at the individual level.

Company Tags: Exclude contacts from automations based on tags applied at the company level, offering flexibility for companies with varying needs.

Global Tags: Use globally shared tags to exclude contacts across the entire organization, ensuring consistency in your automation processes.

Tagging: Assign tags to contacts at the individual, company, or global level.

Exclusion Criteria: When setting up an automation, users can choose to exclude contacts with specific tags from being included in that automation.

Automation Logic: Contacts with excluded tags will be automatically removed from the automation workflow, ensuring they don't receive specific communication.

Enhanced Flexibility: Tailor automation workflows more precisely to avoid sending irrelevant messages to contacts based on their specific tags.

Improved Targeting: Fine-tune your automation campaigns to engage only the right contacts, improving efficiency and reducing unnecessary outreach.

Enhanced Targeting: Company Admins can now segment contacts more effectively using Smart Lists and Tags, ensuring that campaigns are relevant and personalized for the audience.

Improved Efficiency: By allowing campaigns to be sent to highly targeted lists or tags, companies can avoid sending irrelevant messages and improve overall campaign effectiveness.

Manage Multiple Contacts: Add multiple contacts for roles like CoBorrowers, Buyer, Seller under one loan.

Custom Field Support: Define custom fields for each contact for detailed tracking.

Centralized Overview: View all loan participants and their data in one place.

The History tab displays past campaigns initiated at the company level.

Company admins can now monitor which campaigns were sent, when they were sent, and the related performance data (if applicable).

Improves transparency between Super Admin–created campaigns and Company Admin oversight.

Better visibility into company-level campaigns targeting their contacts.

Improved tracking of campaign activities for accountability and reporting.

Enhanced collaboration between Super Admin and Company Admin roles by keeping a clear record of executed campaigns.

Opportunities now appear directly in the Follow-ups section when the assigned alert threshold is greater than or equal to the defined limit.

The Opportunity date automatically updates when the transaction status changes to Funded.

Simplified Navigation – No more switching between Follow-ups and Opportunities.

Smarter Tracking – Opportunities are automatically aligned with alert thresholds and funding events.

Improved Efficiency – A unified view of tasks and opportunities helps teams stay organized and manage priorities better.

When the “Schedule to All Contacts” checkbox is enabled, the individual type trigger conditions will be hidden automatically.

This ensures a cleaner setup process and avoids duplication of automations for different contact types.

Simplified Setup – No need to configure separate triggers for B2C and B2B.

Time Efficiency – Schedule once and reach all contacts at the same time.

Consistency – Ensures that messaging remains uniform across contact types.

The Exclude option is now supported for:

Excluded contacts will not receive emails or communications associated with that campaign, even if they match other inclusion criteria.

Improved targeting – ensures campaigns reach only the intended audience.

Reduced errors – prevents sending messages to contacts who should be excluded (e.g., unsubscribed, test contacts, or internal users).

Greater flexibility – business users can now fine-tune their campaigns by combining inclusion and exclusion rules.

Time savings – no need for manual filtering or creating multiple duplicate lists just to exclude certain contacts.